Junior M&A Analyst / SDR

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:

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• Analyzing client investment strategies to identify new opportunities.
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• Responding to, engaging, and qualifying outbound targets.
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• Cold-calling targets based on their engagement, over 150 calls per day required.
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• Keeping our CRM up to date with relevant information about targets.
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• Assisting with external and internal weekly reports.
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• Conducting research based on the client's strategy.
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• Researching methods to engage clients and get them to respond through our outreach.
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• Effectively partnering and working across the sales, operations, and M&A teams.
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• Collaborating closely with other teams to develop account intelligence, relationship maps, and use case opportunities through direct account engagement and insight tools.
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Analyst Requirements:

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• Foundational finance and business knowledge.
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• US-based applicants only
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• Demonstrated ability to work independently, as well as being a productive team member, making outbound calls each day.
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• Having a strong work ethic and eagerness to learn and make new connections with prospects.
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• Ability to learn how specific companies and industries function.
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• Ability to develop and maintain strong customer relations.
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• Competency in developing client materials.
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• Ability to adapt to new software and technology.
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• Exceptional interpersonal and communication skills.
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• The selected candidate would be a team player and a self-starter requiring minimal supervision.
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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.

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• If you are interested in the position, please be sure to send a message with a brief overview of why you think you could be a good fit for the job.
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