Transaction Sourcing Coordinator

Initio Capital; New York (NY); Hybrid; USD 60,000 - 80,000; Full time

Job summary

Initio Capital is seeking a Transaction Sourcing Coordinator located in New York, NY (Hybrid). This role is ideal for candidates interested in deal sourcing and opportunity qualification within investment banking or corporate finance teams. You will identify and track potential transactions while collaborating with deal teams and senior bankers.

A Bachelor's degree in Finance, Economics, or Business is required, along with strong analytical and communication skills. The position offers exposure to deal strategy and market trends.

Qualifications

• Strong analytical, quantitative, and research skills.
• Excellent communication and presentation skills for internal and client-facing purposes.
• Ability to manage multiple sourcing pipelines and projects in a fast-paced environment.
• Prior internship or full-time experience in investment banking, corporate development, consulting, or business development is beneficial.

Responsibilities

• Identify and qualify potential M&A, investment, and capital market opportunities.
• Maintain a structured deal pipeline and track transactions from lead generation to evaluation.
• Conduct market research, competitor analysis, and sector benchmarking to support sourcing efforts.
• Collaborate with deal teams and senior bankers to align sourcing strategy with firm objectives.
• Prepare opportunity briefs, market insight reports, and internal presentations.
• Coordinate outreach to prospective targets, clients, and intermediaries.
• Monitor pipeline metrics and provide recommendations for prioritization of opportunities.

Skills

Analytical skills

Quantitative skills

Research skills

Communication skills

Presentation skills

Education

Bachelor’s degree in Finance, Economics, Business, or related discipline

Tools

Excel

PowerPoint

CRM tools

Market research platforms

Job description

Transaction Sourcing Coordinator

Location: New York, NY (Hybrid)

Employment Type: Full-Time

Industry: Investment Banking / Corporate Finance / Financial Services

Experience Level: Analyst / Early Career

Compensation: Competitive base salary + performance bonus (varies by employer)

About This Opportunity

This posting represents the type of Transaction Sourcing Coordinator roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. This description reflects a typical early‑career role focused on deal sourcing, pipeline development, and opportunity qualification within investment banking or corporate finance teams.

Representative Role Overview

A leading middle‑market investment bank or corporate development team may seek a Transaction Sourcing Coordinator to identify, track, and manage potential transactions. This role is ideal for candidates interested in the origination and front‑end pipeline of deals, providing exposure to deal strategy, market trends, and opportunity evaluation.

Key Responsibilities

• Identify and qualify potential M&A, investment, and capital market opportunities
• Maintain a structured deal pipeline and track transactions from lead generation to evaluation
• Conduct market research, competitor analysis, and sector benchmarking to support sourcing efforts
• Collaborate with deal teams and senior bankers to align sourcing strategy with firm objectives
• Prepare opportunity briefs, market insight reports, and internal presentations
• Coordinate outreach to prospective targets, clients, and intermediaries
• Monitor pipeline metrics and provide recommendations for prioritization of opportunities

Desired Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related discipline
• Strong analytical, quantitative, and research skills
• Excellent communication and presentation skills for internal and client‑facing purposes
• Ability to manage multiple sourcing pipelines and projects in a fast‑paced environment
• Prior internship or full‑time experience in investment banking, corporate development, consulting, or business development is beneficial
• Proficiency in Excel, PowerPoint, CRM tools, and market research platforms