Investment Banking Analyst (M&A) | Remote

Role 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.

Requirements

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.

Application Process (Takes 20 Min)

Easy Apply on LinkedIn

Check email for next steps

Participate in resume evaluation & interview stage