Investment Banking Analyst - M&A Document Sourcing (Remote Contract)

Position Overview

We are seeking an experienced professional to serve as a Document Sourcing Specialist within Private Equity and Mergers & Acquisitions sectors on a remote hourly contract basis. The role requires flexibility with a weekly commitment between 10 to 40 hours.

Key Responsibilities

• Locate and supply relevant financial transaction documents such as Confidential Information Memorandums (CIMs), Summary Information Memorandums (SIMs), Sale and Purchase Agreements (SPAs), Private Placement Memorandums (PPMs), board presentations, and management decks.
• Ensure all provided materials adhere strictly to compliance guidelines, confirming absence of Non-Disclosure Agreements (NDA), Material Nonpublic Information (MNPI), or proprietary limitations.
• Keep accurate metadata records cataloging transaction categories, industries involved, and deal frameworks.
• Systematically categorize transaction files according to financial details and deal context.
• Work closely with compliance and operational teams to verify accuracy in sourcing and legal eligibility of documents.
• Apply careful discretion in differentiating publicly available financial data from restricted information.
• Maintain professional communication channels regarding workflows for sourcing, verifying, and submitting documentation.

Candidate Profile

• Proven experience in private equity, mergers and acquisitions, investment banking, corporate development, or transaction advisory services.
• Practical knowledge and familiarity with transaction-related documentation.
• Strong capability to recognize legally permissible documents and identify sensitive compliance-related content.
• Exceptional detail orientation for reviewing and classifying documents.
• Excellent organizational skills with a strong ability to maintain comprehensive records.
• Comfortable working independently within a dynamic, remote work environment.
• Dedication to upholding sourcing integrity and compliance standards.

Additional Information

The recruitment process includes an easy application step, followed by email communication for subsequent steps, and involves resume evaluation and an interview. The application process is estimated to take approximately 20 minutes in total.