The Acquisitions & Investment Analyst is responsible for managing incoming information about potential acquisition and investment opportunities, properly entering them into (and maintaining) the CRM system and performing various analysis and due diligence tasks.
The Acquisitions & Investment Analyst may proactively interact with deal sources, such as brokers and listing and news sites, to stimulate deal flow (including, if applicable, marketing automation) and to respond to incoming communications.
In addition to managing deal-specific information, the Acquisitions & Investment Analyst is also responsible for the health and tracking of the deal pipeline overall, including data quality, compliance, KPIs, and reporting.
ACTIVITIES ALSO INCLUDE TO SIMILAR ITEMS FOR DIVESTMENTS AND DISPOSITIONS, ALTHOUGH NOT LISTED HERE.
The Acquisitions & Investment Analyst enhances the organization’s ability to identify good investment opportunities and to make sound decisions. From increasing the number of deals analyzed to ensuring that information is properly evaluated and presented, this role directly improves the ability to execute on investment strategies and generate competitive returns. Producing detailed, orderly presentation of due diligence, data, related analyses leads to better decisions about the allocation of capital, which is critical for the long-term health and success of the enterprise.
The Acquisitions & Investment Analyst works closely with the organization’s CRM system or Deal Pipeline Management system to track contacts, sources, and opportunities, and may also interact with a Document Management (or Enterprise Contact Management or File Share) system to manage deal-related content and agreements. An industry-specific Financial Analysis or Financial Modeling tool is often used in this role to provide pro-formas and analysis of opportunities. If the organization has a unified Task Management System or generic email inbox for deal-related activities, the Acquisitions & Investment Analyst will access those systems to identify new leads and updates to enter into the system. If the organization has a Data Visualization or Business Intelligence system, the Acquisitions & Investment Analyst will engage with that for the purpose of preparing or running reports.
A key form of inputs are individual leads or updates forwarded for review and entry by colleagues and senior members of the Acquisitions & Investment team. Examples include forwarded emails and attachments, deal packages and presentations, due diligence items, and other similar items. The Acquisitions & Investment Analyst may also be the initial recipient of deals and opportunities from external sources, such as brokers, public-facing web form submissions, and emails to generic email addresses (such as email@example.com). Deal content from listing sites and subscription services also constitute inputs. From an analytics standpoint, scheduled or ad-hoc requests for analyses or reports arrive from internal colleagues.
The Acquisitions & Investment Analyst’s output generally relates to updating information about prospective acquisitions and investments, both in profiling new entries and in making updates to reflect new activities and communications. As related information is created or received, they are outputted either as system updates or as communications to relevant parties. An important form of output includes the results of ingesting and synthesizing new content, such as due diligence packages, underwriting in the Company’s format, and investment memos. Outputs also include responses to scheduled and ad-hoc reporting and analytic tasks. In addition, the Acquisitions & Investment Analyst may output reminders and suggestions to team members, such as notifications of open tasks or items requiring follow up. Finally, the Acquisitions & Investment Analyst may be responsible for preparing and transferring post-investment information to relevant downstream teams, such as Legal, Contraction, Operations, and Accounting.
Sample Event-Driven Tasks
Sample Scheduled Tasks
Sample Infill Tasks