PE / M&A Document Sourcing Expert

Micro1; India; Remote; INR 1,102,000 - 2,204,000; Part time

Job summary

Cashback24x7 seeks a remote PE / M&A Document Sourcing Expert to source and provide eligible deal materials for AI training. You will validate confidentiality and MNPI restrictions, log detailed metadata, and classify documents by structure and financial context.

In this contractor role, you will collaborate with compliance and operations, ensuring only eligible, compliant documents are supplied for use in training models. Remote, independent work is required.

Qualifications

• Experience in private equity, investment banking, M&A, capital markets, transaction advisory, corporate development or related finance roles.
• Hands-on familiarity with a wide variety of transaction documentation gathered through real-world deal execution or financial advisory functions.
• Ability to identify legally shareable materials and distinguish them from NDA/MNPI restricted items.

Responsibilities

• Source and provide eligible finance documents (CIMs, SIMs, SPAs, PPMs, board decks, etc.).
• Validate documents avoid confidential, NDA, MNPI, or proprietary restrictions.
• Log metadata: transaction type, industry, deal structure, origin for traceability.
• Classify documents by transaction structure and financial context.
• Coordinate with compliance and operations to uphold sourcing standards and workflows.
• Differentiate public vs restricted financial information.
• Communicate and negotiate document availability and eligibility.

Skills

Private equity

Investment banking

M&A

Capital markets

Transaction advisory

Corporate development

Due diligence

Tools

SEC EDGAR

M&A filings

Investor relations portals

Bankruptcy courts

Financial data providers

Job description

Job Title: PE / M&A Document Sourcing Expert

Job Type: Contractor

Location: Remote

Job Summary: As a PE / M&A Document Sourcing Expert, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.

Key Responsibilities:

• Source and provide eligible finance transaction documents, such as Confidential Information Memoranda (CIMs), Sell-Side Information Memoranda (SIMs), Investment Committee Memos, Share Purchase Agreements (SPAs), Private Equity board decks, Private Placement Memoranda (PPMs), management presentations, and related deal materials.
• Validate and confirm that all provided documents are free from confidentiality agreements, NDA protections, material non-public information (MNPI), or proprietary restrictions, ensuring legal eligibility for use.
• Log detailed document metadata, including transaction type, industry, deal structure, and origin, to maintain robust traceability and compliance.
• Classify documents according to transaction structure and financial context.
• Work closely with compliance and operations teams to uphold sourcing standards, clarify eligibility, and support seamless document submission workflows.
• Exercise careful judgment in differentiating public and restricted financial information.
• Engage in professional, document-driven communication and negotiation regarding document availability, eligibility, and compensation.

Required Skills and Qualifications:

• Demonstrated experience in private equity, investment banking, M&A, capital markets, transaction advisory, corporate development, due diligence, or related finance roles.
• Hands-on familiarity with a wide variety of transaction documentation, acquired through real-world deal execution or financial advisory functions.
• Expert ability to identify legally shareable materials and distinguish them from materials subject to confidential, NDA, or MNPI restrictions.
• Superior attention to detail when reviewing, validating, and classifying financial documents.
• Strong organizational skills for managing document tracking, metadata logging, and maintaining precise submission records.
• Comfortable operating independently in a fully remote, asynchronous environment where requirements may rapidly evolve.
• Commitment and ability to provide only eligible, compliant transaction documents for AI training use.

Preferred Qualifications:

• Previous experience at private equity firms, investment banks, Big 4 advisory, corporate development, restructuring, leveraged finance, or similar deal-centric organizations.
• Familiarity with sourcing documents from SEC EDGAR, M&A filings, investor relations portals, bankruptcy courts, or licensed financial data providers.
• Experience managing document-intensive workflows within financial institutions, advisory firms, law practices, or alternative asset managers.

Additional Info:

This role is document-driven and centers on the provision of eligible transaction materials. You will be directly responsible for sourcing and supplying the documents. No confidential, NDA-protected, proprietary, or MNPI content can be accepted. Examples of eligible documents may include older transaction materials no longer under restriction, publicly filed documents, redacted materials, internal training/sample documents, or public investor presentations.