Research Analyst

================================================================================ VA / FREELANCER BRIEF: SOURCE 500 INVESTMENT BANKING NETWORKING LEADS ================================================================================ Deadline: suggest 3-4 days from now Pay: $50-80 depending on quality Deliverable: One clean CSV file + brief audit report ================================================================================ WHO IS THE CLIENT? ================================================================================. WHAT TO SOURCE (500 LEADS MINIMUM) ================================================================================ Priority 1 (must find as many as possible): - Client's university undergrad alumni currently working as Investment Banking Analysts or Associates - Nigerian / African / Black professionals in IB (client's university or not) - HOD majors who broke into IB - Recent grads (Class of 2024 or 2025) Priority 2: - IB Analysts and Associates at target banks (even if not client's university alumni) - Healthcare and TMT group coverage - NYC, SF/Menlo/Palo Alto, Chicago, Charlotte, Houston, Nashville locations Priority 3: - VPs or Associates only if junior-level coverage at that firm is weak - PE Associates who came from IB (for networking/referrals) ================================================================================ WHAT TO EXCLUDE (CRITICAL) ================================================================================ DO NOT include: - Incoming analysts / summer analysts / interns - Wealth management, private banking, financial advisors - Risk, audit, compliance, operations, back office - Sales and trading (unless explicitly told to) - Consulting unless they explicitly did IB before - Anyone with "Intern", "Summer", "Incoming", "Off-Cycle" in their title ================================================================================ TOOLS YOU MUST USE (IN THIS ORDER) ================================================================================ PRIMARY TOOL: Apollo.io - If you do not have Apollo, use RocketReach or hire someone who does - These are the ONLY acceptable sources for verified emails - Do NOT guess emails or use pattern-matching SECONDARY TOOL: LinkedIn Alumni Search (manual) - Go to linkedin.com/school/[CLIENT'S UNIVERSITY]/people/ - Search "investment banking" within alumni - Filter by company and location - Copy names and LinkedIn URLs (no email needed if Apollo can't find it) ================================================================================ EXACT APOLLO SEARCH FILTERS ================================================================================ Search 1 — Client's University Alumni in IB: - Education: [CLIENT'S UNIVERSITY] - Job titles (include ALL): "Investment Banking Analyst", "IB Analyst", "Investment Banking Associate", "IB Associate", "Private Equity Analyst", "PE Associate", "Analyst", "Associate" - Industry: Investment Banking, Private Equity, Venture Capital, Financial Services - Seniority: Entry, Individual Contributor - Location: United States - EXCLUDE title contains: "Intern", "Summer Analyst", "Incoming", "Off-Cycle" Search 2 — Senior Contacts at Target Firms (client's university only): - Education: [CLIENT'S UNIVERSITY] - Titles: "Vice President", "VP", "Director", "Managing Director", "MD", "Principal" - Firms: Goldman Sachs, Morgan Stanley, J.P. Morgan, Bank of America, Evercore, Lazard, PJT Partners, Jefferies, Harris Williams, Houlihan Lokey, Raymond James, Wells Fargo Securities, Rothschild, Barclays, Perella Weinberg, Moelis, Guggenheim Securities, Blackstone, KKR, Carlyle - Location: United States Search 3 — Nigerian / African / Black Professionals in IB (all schools): - Job titles: "Investment Banking Analyst", "IB Analyst", "Investment Banking Associate" - Keywords: "Nigeria", "Nigerian", "Lagos", "Igbo", "Yoruba", "Hausa", "African" (use with location filter for US) - OR use LinkedIn manual search for people with Nigerian-sounding names at target banks - Industry: Investment Banking, Private Equity - Location: United States Search 4 — TMT and Healthcare Coverage (all schools): - Job titles: same as above - Department / keywords: "Technology, Media and Telecom", "TMT", "Healthcare", "Biotech", "Pharma", "Life Sciences", "Medical Devices" - Industry: Investment Banking - Location: United States ================================================================================ TARGET BANKS AND TIERS (SOURCE FROM ALL TIERS) ================================================================================ ELITE BOUTIQUES (highest priority): - Goldman Sachs, Morgan Stanley, J.P. Morgan, Evercore, Centerview, PJT Partners, Qatalyst, Lazard, Moelis, Perella Weinberg Partners, Rothschild & Co, Guggenheim Securities STRONG ADDITIONS: - Jefferies, Houlihan Lokey, Mizuho / Greenhill, BMO Capital Markets, Macquarie Capital, Robert W. Baird, Lincoln International, DC Advisory, Solomon Partners, KeyBanc Capital Markets, Cain Brothers, LionTree, Raine Group, FT Partners, Allen & Company, Ducera Partners, Ardea Partners, Gordon Dyal, Oppenheimer, Cantor Fitzgerald LARGE BANKS / MM: - Bank of America, Citi, Barclays, Wells Fargo, UBS, Deutsche Bank, RBC Capital Markets, HSBC, BNP Paribas, Santander CIB, Nomura, MUFG, SMBC Nikko, CIBC Capital Markets, Scotiabank, William Blair, Piper Sandler, Stifel, Raymond James, Harris Williams, Truist Securities, Canaccord Genuity, TD Cowen / TD Securities, Leerink Partners ================================================================================ OUTPUT FORMAT (MUST USE THIS EXACT SCHEMA) ================================================================================ Your deliverable must be a CSV with these exact columns in this order: 1. Rank (leave blank) 2. Name (full name) 3. Firm (current firm) 4. Role (exact current title) 5. Seniority (Analyst / Associate / VP / MD / Ex-Banker / Incoming Analyst / Other) 6. Group (TMT / Healthcare / M&A / RX / FIG / LevFin / Sponsors / Industrials / Generalist / Unknown) 7. Location (city if visible) 8. School (client's university if applicable, otherwise other school or blank) 9. Major (HOD / Econ / CS / HOD + Econ / Business / Other / blank if unknown) 10. Grad_Year (use only if visible. Do NOT guess) 11. Connection_Angle (short human hook, e.g. "School alum + HOD", "Nigerian + school alum", "TMT analyst at GS") 12. Angle_Type (School / HOD / Econ / Nigerian / Black / TMT / Healthcare / Same City / Ex-Banker / Other) 13. LinkedIn_URL (public profile URL) 14. Email (verified email ONLY - if unverified, leave BLANK) 15. Email_Source (Apollo / RocketReach / Hunter / Firm pattern / Public bio / Referral / Need research) 16. Route_Quality (Direct verified / Pattern verified / Pattern guessed - unverified / Official firm inbox / Need research / Skip) 17. Source_URL (where you found the lead) 18. Status (default: Not Sent) 19. Priority (P0 / P1 / P2 / P3 - see scoring below) 20. WSO_Tier (BB / EB / MM / PE / Other) 21. Target_Lane (TMT / Healthcare / General IB / RX / PE Ex-IB / Alumni / Other) 22. Notes (one useful sentence max) 23. Email_Subject (leave BLANK - client will draft this) 24. Email_Draft (leave BLANK - client will draft this) 25. LinkedIn_DM_Draft (leave BLANK - client will draft this) 26. Last_Checked (current date) ================================================================================ PRIORITY SCORING (MUST APPLY) ================================================================================ P0 - Must include first (top of spreadsheet): - Client's university + Analyst/Associate + IB + clear connection angle - Client's university HOD/Econ + banking, even if email is missing - Nigerian/Black + client's university or strong shared background - TMT or Healthcare analyst/associate at target bank P1: - Analyst/associate at top bank with relevant group but no school tie - Healthcare/TMT analyst or associate at target bank P2: - Associate/VP with no school tie but useful firm/group - PE associate who came from IB P3: - Senior banker, weak angle, unclear role, or later-wave bank - Only include if struggling to hit 500 ================================================================================ DEDUPLICATION RULES ================================================================================ Remove duplicates in this order: 1. Same LinkedIn URL = same person, keep the row with the most complete data 2. Same Name + Same Firm = same person, keep the most complete row 3. Same Email = same person, keep the most complete row If someone appears in multiple searches (e.g. school alum + Nigerian), merge the data into one row and upgrade Priority if applicable. ================================================================================ QUALITY CHECKS (MUST PASS BEFORE DELIVERING) ================================================================================ Before sending the file, verify: 1. No duplicate rows (spot-check 10 random names) 2. No "Intern", "Summer", or "Incoming" in titles (use Find function) 3. No emails are pattern-guessed and marked as verified (if you guess, mark Route_Quality as "Pattern guessed - unverified") 4. Every row has a LinkedIn URL 5. Every row has a Priority assigned 6. Priority P0 contacts are at the top 7. At least 500 rows total 8. Count by firm: no single firm should have more than 15% of total contacts (diversify) 9. At least 20% are client's university alumni (this is the whole point) 10. At least 10 Nigerian/Black contacts (manual effort required here) ================================================================================ AUDIT REPORT (DELIVER WITH CSV) ================================================================================ Include a brief text file or email with: - Total rows sourced - Duplicates removed - Count by seniority (Analyst / Associate / VP / MD) - Count by firm (top 10 firms) - Count by angle type (School / HOD / Nigerian / TMT / Healthcare / etc.) - Count by priority (P0 / P1 / P2 / P3) - Any issues encountered (e.g. "Apollo had low coverage for Moelis") - Any rows flagged for review (missing email, uncertain role, etc.) ================================================================================ WHAT HAPPENS AFTER YOU DELIVER ================================================================================ The client will send your CSV to their AI assistant, who will: - Dedup against existing contacts - Research real 2026 deal hooks for each firm - Draft a personalized cold email for every single contact - Output a final tracker ready for sending You do NOT need to draft emails. You do NOT need to send outreach. Your ONLY job is sourcing, cleaning, and delivering the raw contact data. ================================================================================ EXAMPLES OF GOOD VS BAD LEADS ================================================================================ GOOD: - Name: Jordan Esrig, Firm: PJT Partners, Role: Investment Banking Analyst, School: [client's university], Major: Economics, Angle: School alum at elite boutique, Priority: P0 - Name: Ugo Ogonuwe, Firm: Jefferies, Role: Investment Banking Analyst, School: Indiana, Angle: Nigerian analyst at Jefferies TMT, Priority: P1 - Name: Destiny Ukachukwu, Firm: Rothschild & Co, Role: IB Analyst, School: [client's university], Major: HOD + CS, Angle: Nigerian + HOD + school alum, Priority: P0 BAD (do not include): - Name: Channing Pauley, Firm: Goldman Sachs, Role: Incoming Analyst - REJECT: incoming intern - Name: John Smith, Firm: Morgan Stanley, Role: Investment Banking Summer Analyst - REJECT: intern - Name: Jane Doe, Firm: Goldman Sachs, Role: Risk Analyst - REJECT: not IB - Name: Bob Johnson, Firm: J.P. Morgan, Role: Private Banking VP - REJECT: not IB - Name: [Guessed email], Firm: Bank of America, Role: IB Analyst - REJECT: no verified email and no LinkedIn URL ================================================================================ PAYMENT STRUCTURE ================================================================================ 50% upfront, 50% on delivery OR flat fee upon delivery of verified CSV Suggested pay: $50-80 for 500+ verified contacts with clean data Premium: $100-150 if you also manually find 20+ Nigerian/Black contacts that Apollo missed ================================================================================