Investment Banking Analyst – M&A Document Sourcing (Remote)

About the role

This remote position focuses on sourcing, reviewing, and classifying financial transaction documents for private equity and M&A deals. The analyst ensures that all materials are compliant, free of restricted information, and properly catalogued for internal use.

Key responsibilities

• Source and provide eligible finance transaction documents such as CIMs, SIMs, SPAs, PPMs, board decks, and management presentations.
• Verify that submitted materials are compliant and free from NDA, MNPI, or proprietary restrictions.
• Maintain detailed metadata records, including transaction type, industry, and deal structure.
• Classify transaction documents based on financial and deal context.
• Collaborate with compliance and operations teams to ensure sourcing accuracy and legal eligibility.
• Exercise sound judgment in distinguishing public versus restricted financial information.
• Communicate professionally regarding document sourcing, validation, and submission workflows.

Required profile

• Strong experience in private equity, M&A, investment banking, corporate development, or transaction advisory.
• Hands‑on familiarity with transaction and deal‑related documentation.
• Ability to identify legally shareable materials and compliance‑sensitive information.
• Exceptional attention to detail in document review and classification.
• Strong organizational and record‑management skills.
• Ability to work independently in a remote, fast‑paced environment.
• Commitment to maintaining compliance and sourcing integrity.

Required skills