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Job details

Position: PE / M&A Document Sourcing Expert Type: Hourly contract Compensation Location: Remote Commitment: 10 40 hours/week 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. Application Process (Takes 20 Min) Easy Apply on LinkedIn Check email for next steps Participate in resume evaluation & interview stage

What you’ll do

The role involves sourcing and providing eligible finance transaction documents such as CIMs, SPAs, and board decks. The expert must ensure all materials are compliant, free from proprietary restrictions, and accurately classified with detailed metadata.

Requirements

Candidates need strong experience in private equity, M&A, or investment banking with hands-on familiarity with deal-related documentation. Exceptional attention to detail and the ability to identify legally shareable materials are essential.

Listed skills

• Financial analysis · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Private Equity
• M&A
• Investment Banking
• Corporate Development
• Transaction Advisory
• Document Sourcing
• Compliance
• Metadata Recording
• Document Classification
• Financial Analysis
• Record Management

Job areas

• Finance & Accounting
• Consulting
• Legal