Sourcing Operations Analyst/Associate

Selby Jennings; Boston (MA); Hybrid; USD 68,000 - 83,000; Full time

Job summary

Selby Jennings in Boston, MA is seeking a Sourcing Operations Associate to support investment sourcing, market research, CRM strategy, and AI-driven initiatives across the investment team. This hybrid role blends data-enabled analysis with hands-on collaboration with bankers, advisors, and executives.

You will evaluate AI tools to enhance workflows, perform industry research, manage deal pipelines, and assist with strategic presentations.

Qualifications

• 1–3 years of experience in business development, sales operations, research, consulting, private equity, or related field.
• Strong interest in AI, technology, and investing.
• Advanced Excel and PowerPoint skills.
• Experience with PitchBook, Grata, Capital IQ, Salesforce, or similar platforms.
• Strong communication, organization, and project management skills.
• Ability to thrive in a fast-paced, high-performance environment.

Responsibilities

• Evaluate and implement AI tools that enhance sourcing, research, and diligence workflows.
• Conduct industry research, market mapping, and competitive analysis.
• Support the evaluation and prioritization of investment opportunities.
• Manage deal pipelines, CRM data, and sourcing trackers.
• Coordinate with bankers, advisors, executives, and other industry contacts.
• Track market activity, target companies, and key industry developments.
• Assist with presentations, events, and other strategic projects.

Skills

Advanced Excel

PowerPoint

Communication

Organization

Project management

Tools

PitchBook

Grata

Capital IQ

Salesforce

Job description

Sourcing Operations Associate

Boston, MA | Hybrid

About the Role

Our client is a leading global investment firm known for backing industry-leading businesses and leveraging technology, data, and deep market insight to drive investment decisions. They're seeking a Sourcing Operations Associate to support investment sourcing, market research, CRM strategy, and AI-driven initiatives across the investment team.

Responsibilities

• Evaluate and implement AI tools that enhance sourcing, research, and diligence workflows.
• Conduct industry research, market mapping, and competitive analysis.
• Support the evaluation and prioritization of investment opportunities.
• Manage deal pipelines, CRM data, and sourcing trackers.
• Coordinate with bankers, advisors, executives, and other industry contacts.
• Track market activity, target companies, and key industry developments.
• Assist with presentations, events, and other strategic projects.

Qualifications

• 1-3 years of experience in business development, sales operations, research, consulting, private equity, or a related field.
• Strong interest in AI, technology, and investing.
• Advanced Excel and PowerPoint skills.
• Experience with tools such as PitchBook, Grata, Capital IQ, Salesforce, or similar platforms is a plus.
• Strong communication, organization, and project management skills.
• Ability to thrive in a fast-paced, high-performance environment.

Compensation

Starting at $75,000 base salary + bonus + comprehensive benefits. Compensation will vary based on experience and qualifications.