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