[Remote] Transactions Analyst

Note: The job is a remote job and is open to candidates in USA. Teamshares is a tech-enabled acquiror of high-quality businesses, aiming to create a permanent home for businesses. They are seeking a Transaction Associate to join their Transactions team, responsible for conducting outreach and discovery calls with sellers, performing deal qualification, and completing historical financial underwriting on opportunities.

Responsibilities

• Build and maintain relationships with investment bankers, business brokers, and professional advisors, such as CPAs and attorneys, who refer acquisition opportunities to Teamshares, managing these relationships day-to-day
• Own the CRM as the source of truth, logging interactions promptly and keeping contact details, relationship tiers, and follow-up status current
• Track and report on business development activity, maintaining dashboards and monitoring metrics such as new contacts added, outreach sent, and the number of deals intermediaries send our way for review
• Evaluate inbound acquisition opportunities against Teamshares' investment criteria through operational and financial screening and determining prioritization of leads in the funnel
• Perform historical financial analyses and earnings quality assessments, including normalization of owner compensation, one-time items, and other non-recurring adjustments, based on financial statements and tax returns provided by sellers
• Conduct initial discovery calls with sellers and brokers to assess fit and collect preliminary financial information, with senior team members joining as deals advance
• Prepare deal summaries, screening memos, and financial workbooks to support investment committee review and LOI preparation by senior team members
• Communicate findings clearly and flag key risks, opportunities, and open items to the broader transaction team and C-Suite
• Support preparation of Indications of Interest and Letters of Intent under the guidance of senior transaction team members and legal counterparts

Skills

• 2 to 4 years of finance or accounting experience in an investment banking, transaction advisory, private equity, venture capital, or accounting advisory setting, with exposure to buy-side deal processes and financial statement analysis
• Demonstrated experience or strong interest in evaluating SMBs, including conducting calls with sellers and brokers
• Experience supporting and owning projects or workstreams in fast-paced or high-growth environments
• Strong analytical, organizational, and operational skills
• Excellent written, verbal, and interpersonal communication skills
• Ability to prioritize effectively and manage multiple deals or initiatives simultaneously
• Comfort operating with guidance while also taking ownership of discrete workstreams independently
• Familiarity with small businesses, multi-site operations, or decentralized organizations
• Experience building or improving scalable processes and systems
• Experience with CRM and sales-engagement or outreach tools (e.g., Affinity), including list segmentation, sequencing, and activity tracking
• Strong writing skills for marketing or thought-leadership content, such as newsletters, LinkedIn posts, and webinar materials

Benefits

• Competitive compensation
• Equity ownership
• Comprehensive healthcare benefits
• Paid parental leave
• Meaningful opportunities for professional growth

Company Overview