Investment Banking Analyst (M&A) | Remote

Summary: The role of PE / M&A Document Sourcing Expert involves sourcing and providing eligible finance transaction documents while ensuring compliance with legal restrictions. The position requires collaboration with compliance and operations teams to maintain accuracy and integrity in document sourcing. The expert will also be responsible for maintaining detailed records and exercising sound judgment in handling financial information. This is a remote, hourly contract position with a commitment of 10 to 40 hours per week.

Key Responsibilities:

• Source and provide eligible finance transaction documents including CIMs, SIMs, SPAs, PPMs, board decks, and management presentations.
• Verify that all 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.

Key Skills:

• 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.

Salary (Rate): undetermined

City: undetermined

Country: United Kingdom

Working Arrangements: remote

IR35 Status: undetermined

Seniority Level: undetermined

Industry: Other