Deal Flow & Operations Analyst | DistantJob - Remote Recruitment Agency

Deal Flow & Operations Analyst

 

We seek a proactive Deal Flow & Operations Analyst to manage outbound prospecting and analyze investment opportunities across real estate and business acquisition/merchant solutions industries. This hybrid role will mostly focus on deal analysis, with occasional lead generation, requiring someone who can independently generate deal flow and pre-qualify opportunities based on specific investment criteria to maximize ROI potential.

Responsibilities

  • Conduct outbound prospecting and cold outreach via LinkedIn, email, and broker platforms
  • Manage CRM workflows and organize follow-up sequences
  • Source and qualify real estate investment opportunities using financial metrics and investment criteria
  • Evaluate business acquisition opportunities in the merchant solutions industry
  • Review and summarize deal financials, comparing opportunities against defined acquisition criteria
  • Filter and prioritize deal flow to focus on highest ROI potential opportunities
  • Create detailed deal summaries and financial analyses in spreadsheets

Requirements

  • Proven experience with LinkedIn and email outreach, and CRM management
  • Strong analytical skills with the ability to work in spreadsheets and analyze financial data
  • Experience in deal qualification and understanding of investment criteria evaluation
  • Demonstrated ability to work independently and generate measurable results (booked calls, sourced leads)
  • Excellent attention to detail and professional communication skills
  • Proactive approach with the ability to manage multiple tasks without constant direction
  • Strong organizational skills and a systematic approach to workflow management
  • Previous experience in real estate prospecting, analysis, or M&A transactions

Nice-to-Have

  • Knowledge of financial metrics such as cap rates, revenue multiples, and profit margins
  • Experience with broker platforms and lead generation tools
  • Background in merchant solutions or business services industries
  • Advanced Excel/Google Sheets skills including formulas and pivot tables

Use the form below to apply if you're interested!

 

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