ABOUT THE POSITION
This position is NOT remote - only local candidates apply - location is downtown Chicago)
Founded in 1996, Cook M&A is recognized as one of the leading buy-side M&A advisory firms in the industry. Our focus is on creating value for private equity, family offices and corporate acquirers by serving as a true intermediary to manage and facilitate the acquisition process.
Cook M&A works on behalf of clients to help originate proprietary M&A deals.
Research administrators will have the opportunity to work collaboratively with internal professionals to assist with research projects including identifying company and contact information of target lists, uploading / managing information in Cook’s CRM, and promoting effective communication across internal teams.
RESPONSIBILITIES
- Assist with research projects including leveraging databases for company and contact information, CRM system management, and ensuring a smooth transition of research data to internal origination team.
- Identify and verify contact information of target lists across various sectors, including email addresses and direct phone numbers of owners, founders, CEOs, Presidents, etc.
- Upload and manage Cook’s CRM system, including uploading and updating companies, contact information, and target-level information.
- Manage ad-hoc CRM maintenance.
- Compile and validate pertinent pieces on investor and target companies including websites, headquarter locations, and ownership structures leveraging manual and in-house resources.
Manage internal communication amongst teams composing concise emails with pertinent and nuanced upload data.
DESIRED SKILLS
- Attention to detail
- Problem-solving
- Organizational skills
- Time management & multi-tasking
- Self-starter / learner
- Strong professional writing skills
- Visionary
- Resourceful / creative
- Team player
- Database experience preferred
- CRM experience preferred
JOB CHARACTERISTICS
- Utilizing various tools and databases to verify market participants & identify contact information.
- Navigate various databases for specific information about investors, target companies, and / or management teams.
- Navigate and upload CRM information and update stale information.
- Strong communication and collaboration with internal deal team members.
- Efficient time management of multiple / competing projects and deadlines.
- Improve and optimize monitoring and tracking capabilities in our CRM system.
- Help facilitate connections between target companies, research team, and origination professionals.
- Proactively find creative ways to improve the research process.
- Ability to problem solve and work with limited publicly available information.
JOB SUMMARY
The focus of this job is on producing high quality, detailed work based on established standards, guidelines, and procedures.
Precise, consistent work output is essential requiring patience and a willingness to manage workload with competing deadlines.
Job knowledge and competency is built through structured step-by-step training and positive, supportive coaching from management and peers.
Consistent, error free work based on defined standards are key measures of job performance success. The job environment promotes steady, methodical work output so that job routines can be completed on time and error-free.
We (Cook M&A) believe job fit is foundational for performance and engagement. To that end, we ask all qualified candidates to complete a Behavioral Assessment as part of our selection process.
The data from this assessment is considered along with all other candidate information to create a clear picture of each candidate’s fits and gaps relative to the requirements of the position.
Set aside 10 uninterrupted minutes to complete this assessment.
Click the link below (or copy and paste into your Internet browser) when you are ready. Thank you again for your interest in joining our team.
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