M & A Research Associate

Job Description

Job Description

Benefits:

• Company parties
• Competitive salary
• Employee discounts
• Opportunity for advancement
• Training & development

M & A Research Associate (Intern – Flex Schedule) The M&A Research Associate (Intern) is a key part-time role supporting our Business Development and Marketing teams in driving firm visibility and promoting our services to targeted prospective clients. Join the Optimatum team, bring your talent, and gain hands-on experience in our New York City office. (*This is an in-person position with flexibility to expand, based on availability and business need.)

Our Story

Optimatum Solutions is a vendor management firm delivering comprehensive solutions across Employer-Sponsored Healthcare, Retirement, HR Systems, and M&A/Transitional Services. We design and execute harmonization strategies and provide active management and oversight to help clients create and capture value.

We are a high-performing, entrepreneurial, and client-focused organization. Our culture values inclusion, individuality, and collaborative growth. We foster continuous learning and personal development—free from corporate red tape. At Optimatum, every team member contributes meaningfully to our collective success while being recognized for their individual strengths.

The Opportunity

The M&A Research Associate (Intern) supports the Business Development and Marketing teams by researching, synthesizing, and packaging market insights related to M&A, Private Equity, Healthcare and related sectors. These insights will be used to develop marketing and business development content aimed at increasing brand awareness and supporting client acquisition.

The ideal candidate will have strong research and communication skills (both written and verbal), along with proficiency in Microsoft Office to support high-quality project delivery. Candidates with prior Private Equity, Investment Banking or M & A experience are preferred.

The Optimatum Team is looking for a highly skilled individual including: 

Key Responsibilities

• Review and synthesize insights from industry publications.
• Conduct ongoing research using publicly available sources.
• Deliver research summaries on a weekly, monthly, or quarterly basis, aligned with publication cadence.
• Extract key data points for use in marketing communications.
• Draft thought leadership content based on research findings.
• Provide general support across the organization.

 
Additional Qualifications

• Enrolled in a master’s degree/equivalent or higher
• Related professional experience in industry or professional services a plus
• Interest in M&A, PE, Finance, is a must
• Interest in Healthcare preferred
• Strong Microsoft Office Skills
• Strong ability to research, synthesize and present findings
• Effective and professional communication skills
• Ability to manage competing priorities and multiple workstreams 
• Exceptional organization and planning skills
• Highly detail oriented

We look forward to discussing this opportunity with you. Please complete the application to start the process.

** The expected hourly salary ranges from $30.00 - $38.00. Salary offers are based on a wide range of factors including, but not limited to, relevant skills, training, experience, education, geographic location, performance, travel requirements, revenue-based metrics, any contractual agreements, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package (for eligible employees), successful candidates may be eligible to receive a discretionary bonus.