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

Position Overview

This role is for a Private Equity and Mergers & Acquisitions Document Sourcing Specialist working on an hourly contract basis with flexible remote hours ranging from 10 to 40 hours weekly. The candidate will be responsible for curating, verifying, and classifying financial transaction documents essential to investment banking operations.

Key Responsibilities

• Identify and gather relevant finance transaction documents such as Confidential Information Memoranda (CIMs), Selling Information Memoranda (SIMs), Sale and Purchase Agreements (SPAs), Private Placement Memorandums (PPMs), board presentations, and management decks.
• Ensure that all submitted documents comply fully with legal restrictions including Non-Disclosure Agreements (NDAs), Material Non-Public Information (MNPI), and proprietary data prohibitions.
• Maintain comprehensive metadata records for each transaction, detailing aspects like transaction type, industry sector, and deal configuration.
• Accurately categorize transaction documents according to their financial parameters and deal context.
• Collaborate closely with compliance and operations teams to validate document sourcing and confirm legal sharing eligibility.
• Apply sound judgment to differentiate publicly available financial information from restricted content.
• Engage professionally in communication regarding sourcing processes, validation, and document submission workflows.

Candidate Requirements

• Proven background in private equity, M&A, investment banking, corporate development, or transaction advisory roles.
• Direct experience working with transaction-related documentation and deal materials.
• Ability to recognize documents that can be legally shared while identifying compliance-sensitive information.
• Meticulous attention to detail for document examination and classification purposes.
• Strong organizational capabilities and proficiency in managing records systematically.
• Capacity to work independently, especially within a fast-paced remote work environment.
• Dedication to upholding compliance standards and integrity in sourcing activities.

Additional Information

This is a remote contract requiring high-level knowledge of financial documents and transaction processes. Candidates should be prepared for a thorough application process including resume evaluation and interview stages.