M&A Analyst / SDR Intern

SourceCo; United States; Hybrid; USD 20,664 - 23,419; Part time

Job summary

SourceCo is looking for a driven undergraduate as a Summer M&A Analyst/SDR Intern. This hybrid opportunity allows you to work alongside seasoned investment bankers and engage directly with C-level executives. You'll gain hands-on experience in deal origination while developing skills in finance and business development. Responsibilities include prospect engagement, CRM record maintenance, and reporting. Strong performers may have a chance for a full-time Analyst role post-graduation. Compensation ranges from $15.00 to $17.00 per hour, with potential bonuses.

Qualifications

• Pursuing a degree in finance, economics, business, accounting, or a related field.
• Strong comfort with making outbound calls and engaging senior business owners.
• Eligible US-based applicants authorized to work in the US only.

Responsibilities

• Engage and qualify outbound prospects via phone and email.
• Maintain accurate CRM records on target interactions.
• Support weekly internal and client-facing reporting.
• Test and iterate on outreach approaches.

Skills

Strong work ethic

Excellent communication skills

Ability to research quickly

Self-starter mentality

Education

Undergraduate student in finance, economics, business, or related field

Tools

CRM software

Research platforms

AI tools

Job description

SourceCo is seeking an ambitious, hardworking undergraduate with a strong interest in finance and M&A to join our team as a Summer M&A Analyst / SDR Intern. In this hybrid role, you will work alongside experienced investment bankers and business development professionals to help identify and generate transaction opportunities. The internship blends M&A understanding with business development responsibilities, offering hands-on exposure to the deal origination process and direct engagement with C-level business owners considering a sale.

This is a high-impact summer opportunity for talented students who want to learn more about private equity-backed and M&A, with training and mentorship from senior team members and meaningful work over the course of the summer.

What You'll Do

• Engage and qualify outbound prospects via phone and email; expect a significant daily call volume as you ramp
• Maintain accurate, up-to-date CRM records on target interactions and outreach activity
• Support weekly internal and client-facing reporting
• Test and iterate on outreach approaches to improve response rates
• Interact regularly with full-time colleagues and more senior deal team members

What We're Looking For

• Undergraduate (rising junior or senior preferred - will also consider 2026 graduates) pursuing a degree in finance, economics, business, accounting, or a related field
• Foundational understanding of finance, business, and capital markets
• US-based applicants authorized to work in the US only
• Strong work ethic and genuine eagerness to learn the deal origination craft
• Comfort making outbound calls and engaging senior business owners professionally
• Ability to research unfamiliar industries quickly and synthesize findings clearly
• Excellent written and verbal communication skills
• Self-starter mentality — able to work independently while collaborating across teams
• Comfort adapting to new software and tools (CRM, research platforms, AI tools)
• Duration: 10 weeks, summer 2026
• Location: Remote
• Compensation: $15.00–$17.00/hour, based on background, plus eligibility for deal-based performance bonuses
• Path forward: Strong performers will be considered for a full-time Analyst offer post‑graduation

How to Apply

• Please send a brief note explaining why you'd be a good fit, along with your resume.