Junior M&A Analyst / SDR

SourceCo; United States; On-site; 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 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 generate transaction opportunities for our clients, primarily private equity firms, family offices, and corporations.

Your 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 and senior executives 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.
• 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.