[Remote] Junior M&A Analyst / SDR

Remote, USA Full-time
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 Company Overview SourceCo offers tech-enabled deal generation for financial services, focusing on M&A and advisory. It was founded in 2022, and is headquartered in Miami, Florida, USA, with a workforce of 11-50 employees. Its website is
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