Private Equity Specialist (M&A) | Remote

Role Responsibilities

• Source and provide eligible finance transaction documents including CIMs, SIMs, SPAs, PPMs, board decks, and management presentations.
• Verify that all submitted materials are compliant and free from NDA, MNPI, or proprietary restrictions.
• Maintain detailed metadata records including transaction type, industry, and deal structure.
• Classify transaction documents based on financial and deal context.
• Collaborate with compliance and operations teams to ensure sourcing accuracy and legal eligibility.
• Exercise sound judgment in distinguishing public versus restricted financial information.
• Communicate professionally regarding document sourcing, validation, and submission workflows.

Requirements

• Strong experience in private equity, M&A, investment banking, corporate development, or transaction advisory.
• Hands-on familiarity with transaction and deal-related documentation.
• Ability to identify legally shareable materials and compliance-sensitive information.
• Exceptional attention to detail in document review and classification.
• Strong organizational and record-management skills.
• Ability to work independently in a remote, fast-paced environment.
• Commitment to maintaining compliance and sourcing integrity.