Hybrid M&A Analyst & SDR — Growth Opportunity

SourceCo; United States; Hybrid; USD 45,000 - 55,000; Full time

Job summary

SourceCo is seeking a motivated Junior M&A Analyst and Sales Development Representative (SDR) in a hybrid role. You will work with investment bankers and sales experts to generate opportunities for private equity firms, family offices, and corporations.

Responsibilities include identifying opportunities, outbound outreach, and CRM maintenance, with exposure to deal-making processes. The role blends finance, sales, and M&A, offering hands-on experience with owners and senior executives and room

Qualifications

• Foundational finance and business knowledge.
• US-based applicants only.
• Ability to work independently and as part of a team.
• Strong work ethic and eagerness to learn and network with prospects.
• Capacity to learn how companies and industries function.
• Ability to build and maintain customer relations.
• Adaptability to new software and technology.
• Excellent interpersonal and communication skills.

Responsibilities

• Analyze client investment strategies to identify opportunities.
• Respond to, engage, and qualify outbound targets.
• Make outbound calls to potential targets (150+ per day).
• Keep CRM up to date with target information.
• Assist with external and internal weekly reports.
• Conduct research based on client strategies.
• Develop account intelligence and relationship maps through outreach.
• Collaborate with sales, operations and M&A teams.

Skills

Foundational finance knowledge

Interpersonal communication

Self-starter & team player

Adaptability to new software

Client relations development

Job description

SourceCo is seeking a motivated Junior M&A Analyst and Sales Development Representative (SDR) in a hybrid role. You will work with investment bankers and sales experts to generate opportunities for private equity firms, family offices, and corporations.

Responsibilities include identifying opportunities, outbound outreach, and CRM maintenance, with exposure to deal-making processes. The role blends finance, sales, and M&A, offering hands-on experience with owners and senior executives and room