a)      Account Management

·       Track activity and maintain clear records in CRM and report regularly on KPIs (in addition to maintaining accurate records of calls, meetings, transaction materials, etc.);

·       Monitor and audit quality of Notes and Accounts in the funnel; identify incorrectly protected and low-quality accounts for weekly discussion and decision-making;

·       Monitor notes for items requiring follow-ups and further engagements and escalate as required; audit existing documentation ensuring the availability of required materials such as Audited Financial Statements, marketing brochures, price lists, etc;

·       Review no interest and inactive accounts on a bi-weekly basis; identify accounts that may be of opportunity to revisit through further discussion;

·       Provide weekly feedback to the Corporate Development team (Executive, Senior Manager, Manager, Analyst) on the outstanding accounts requiring immediate further attention;

·       Follow up and escalate outstanding Accounts to Senior Manager, Executive;

·       Support Executive on account management within the team including but not limited to: assigning accounts to various leads on the team, researching financials and publicly available information related to listed companies for further discussions;

·       Performing any other reasonable duties as required.

b)      Tradeshow Research

·       Conduct tradeshow, conference and industry events research and update the Executive on a weekly basis, the schedule and planning around event planning and attendance.

c)      Research & Analysis

·       Perform industry, and trend research, market analysis and market sizing to execute our M&A strategy;

·       Demonstrate business acumen in the research, analysis, qualification, and assessment acquisition targets. Work with the Corporate Development Executive to identify high probability prospects looking to further explore the M&A process;

·       Reviewing research list for potential leads, vetting and thoroughly researching each account to identify key metrics (such as revenue, employee number, and other metrics).