Job Description
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. Your responsibilities will encompass both M&A and SDR duties, making this an exciting and multifaceted position.
As an M&A Analyst, your additional duties will include understanding a client's investment criteria, acquiring industry knowledge within a short timeframe, and engaging with potential targets via phone and email. This role is one of the first touchpoints for targets, offering hands-on experience with owners looking to sell their companies while providing exposure to the deal-making process. You will have the opportunity to grow within the company and make direct contributions to its success.
SDR 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.
Analyst Requirements:
- 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.
Base Salary: $45,000-55,000, based on experience and qualifications
OTE (On-Target Earnings): $60,000-$75,000+
This unique role offers a blend of finance, sales, and M&A expertise, providing an excellent opportunity for career growth and the chance to make a significant impact within our organization.
- If you are interested in the position, please be sure to send a message with a brief overview of why you think you could be a good fit for the job.