Crossing Hurdles
Investment Banking Analyst (M&A) | Remote
United Kingdom
Posted 24 days ago
How your CV stacks up
1Upload CV
2Analyse CV
3Improve CV
Upload your CV to see how well it fits this job role
?%
Position: PE / M&A Document Sourcing Expert
Type: Hourly contract
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.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
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.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Application Process (Takes 20 Min)
- Easy Apply on LinkedIn
- Check email for next steps
- Participate in resume evaluation & interview stage
Trusted by 25,000+ job seekers
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Private Equity
M&A
Investment Banking
Corporate Development
Transaction Advisory
Document Review
Compliance
Record Management
Attention to Detail
Organizational Skills
Financial Information
Sourcing Accuracy
Metadata Records
Deal Structure
Communication
Validation
Location