[Remote] Junior M&A Analyst / SDR
Note: The job is a remote job and is open to candidates in USA. SourceCo is seeking an ambitious and hardworking individual with a knowledge of finance to join our team as a Junior M&A Analyst and Sales Development Representative (SDR). In this hybrid role, you will collaborate with a team of experienced investment bankers and sales experts to identify and generate transaction opportunities for our clients, primarily private equity firms, family offices, and corporations.
Responsibilities
- Analyzing client investment strategies to identify new opportunities
- Responding to, engaging, and qualifying outbound targets
- Cold-calling targets based on their engagement, over 150 calls per day required
- Keeping our CRM up to date with relevant information about targets
- Assisting with external and internal weekly reports
- Conducting research based on the client's strategy
- Researching methods to engage clients and get them to respond through our outreach
- Effectively partnering and working across the sales, operations, and M&A teams
- Collaborating closely with other teams to develop account intelligence, relationship maps, and use case opportunities through direct account engagement and insight tools
Skills
- Foundational finance and business knowledge
- US-based applicants only
- Demonstrated ability to work independently, as well as being a productive team member, making outbound calls each day
- Having a strong work ethic and eagerness to learn and make new connections with prospects
- Ability to learn how specific companies and industries function
- Ability to develop and maintain strong customer relations
- Competency in researching industries, creating reports, and developing client materials
- Ability to adapt to new software and technology
- Exceptional interpersonal and communication skills
- The selected candidate would be a team player and a self-starter requiring minimal supervision
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