Deal Origination & Intermediary Network Analyst

TruSight, LLC; United States; Remote; USD 70,000 - 110,000; Full time

Job summary

TruSight, LLC is seeking a proactive Deal Origination & Intermediary Coverage Analyst for a full-time remote role. You will manage relationships with investment banks, M&A advisors, and other deal sources, while tracking opportunities in HubSpot and related systems.

The role emphasizes outbound outreach to intermediaries, alignment with client investment criteria, and collaboration with senior staff to refine sourcing strategies and improve deal-flow analytics.

Qualifications

• 1–3 years in investment banking, M&A, or private equity-related roles.
• Strong communication and relationship-building skills with senior professionals.
• Experience with HubSpot or similar CRM is strongly preferred.
• Comfortable working on a remote team and proactive outreach.

Responsibilities

• Source, review and categorize new deal opportunities aligned with client criteria.
• Manage and expand relationships with investment banks, intermediaries, and deal sources.
• Maintain accurate records in HubSpot CRM and monitor deal flow.
• Coordinate outreach campaigns by phone and email to generate high-quality deal flow.
• Collaborate with senior team members to refine sourcing strategies and reporting.

Skills

Relationship development

Communication with finance pros

Outbound outreach

Education

Bachelor's degree in Finance/Business

Tools

HubSpot CRM

AI tools (Claude, ChatGPT, Gemini)

Job description

TruSight, LLC is seeking a proactive Deal Origination & Intermediary Coverage Analyst for a full-time remote role. You will manage relationships with investment banks, M&A advisors, and other deal sources, while tracking opportunities in HubSpot and related systems.

The role emphasizes outbound outreach to intermediaries, alignment with client investment criteria, and collaboration with senior staff to refine sourcing strategies and improve deal-flow analytics.