Location: Remote — Latin America preferred
Hours: Part-time, 10–20 hours per week
Availability: Must be available between 9 AM and 6 PM EST during onboarding
Compensation: Up to $13/hour USD based on experience and qualifications
Language: Strong written and verbal English is mandatory
-ABOUT ME
I am an independent investor actively searching for a small business to acquire in the United States. My background spans over two decades of corporate leadership in finance, engineering, quality, and operations across medical technology, fintech, and defense and aerospace. I bring the analytical rigor, process discipline, and strategic thinking of a large enterprise — with the agility and personal attention of a one-person operation.
I am building my acquisition search the right way — methodically, with strong systems and the right support. That is where you come in.
I want to be transparent about something that most employers will not say upfront: I take this working relationship seriously. If you perform well, grow into this role, and demonstrate the qualities I am looking for, I will personally serve as a professional reference for your resume. My background in corporate finance and engineering in the medtech, fintech, and defense and aerospace industries carries weight, and I am happy to put that behind someone who earns it.
-ABOUT THE ROLE
I am looking for a highly detail-oriented, analytically minded Business Acquisition Research Assistant to support my deal sourcing and screening process.
This is not a typical virtual assistant role. You will be working directly with me, reviewing business listings, analyzing Confidential Information Memorandums (CIMs), and making recommendations based on my specific investment criteria. You must be able to read carefully, think critically, follow detailed written standard operating procedures independently, and communicate honestly when something is unclear, incorrect, or needs to be changed.
If you move fast without reading, say "yes" when you mean "I don't understand," or need constant reminders to follow processes, this role is not for you.
If you are methodical, intellectually curious, proactively improve processes, and take pride in getting the details right — I would like to work with you.
-WHAT YOU WILL DO
*Monitor business listing platforms daily and identify listings that match my investment criteria
*Research and identify business listing sites and search methodologies that most investors are not aware of
*Contact business brokers to request Non-Disclosure Agreements (NDAs) and *Confidential Information Memorandums (CIMs) on my behalf
*Screen and analyze CIMs using my proprietary checklist and AI-assisted tools (Claude AI)
*Make clear written recommendations on whether to proceed with a business based on my investment criteria
*Maintain timely, accurate records in my Deal Tracker and Broker Tracker
*Draft professional broker correspondence on my behalf
*Suggest process improvements to my SOPs and workflows as you identify opportunities
*Perform administrative tasks as needed in support of the acquisition process
-WHAT AM I LOOKING FOR
*Background in business, finance, economics, or a related field strongly preferred
*Experience in research, business analysis, or investment support is a strong plus
*Exceptional attention to detail — errors in this role have real and significant consequences
*Strong written and verbal English — this is non-negotiable
*Comfortable working with AI tools, spreadsheets, and cloud-based platforms
*Honest and direct communicator — you must be comfortable saying "I don't know" or "I think there is an error here"
*Self-directed and able to follow detailed written instructions without needing verbal reminders
*Proactive — you identify problems and suggest solutions before being asked
*Flexible — task volume and type will vary week to week
*Available between 9 AM and 6 PM EST during onboarding; flexibility to work anytime once established in the role
If you perform well and grow into this role, I will personally vouch for you. That is not something I offer lightly.
-HOW TO APPLY
Applications that do not follow these instructions exactly will not be considered.
Please submit the following in a single email or message:
1. Cover Letter
Tell me about your background, why you are interested in this specific role, and what makes you the right fit. Be specific — I read every application personally.
2. Your Hourly Rate
State your requested hourly rate in USD clearly. Please do not provide a range, only a single number.
3. Five Business Listings
Find five business listings currently for sale that you believe would interest a buyer looking for an essential service business in the United States. These must come from platforms or sources that are not well-known — do not use BizBuySell, BusinessBroker, BizQuest, or any site that appears on the first page of a Google search for "businesses for sale." For each listing include: the business name or listing title, the platform or source where you found it, the asking price, and one sentence explaining why it fits a buyer looking for an essential service business. Upload a Google Sheet into the message chat as part of your submission.
4. Process Improvement Example
Describe one specific process improvement you identified and suggested in a previous role. What was the problem, what did you suggest, and what was the result?
***NOTE: I read every application myself. I am looking for someone who reads carefully, follows instructions precisely, and thinks before they act.
