Sourcing Operations Analyst/Associate
About The Position
This individual will be responsible for the following areas for the Business Services and Consumer, Technology, or Industrials vertical(s): Technology and Data, Deal Team Support, Research, Relationship Management, Pipeline / Deal Database, and Marketing Support and Event Logistics. The role involves evaluating new AI tools, implementing new systems, assisting with early screenings of investment themes, conducting deep dive analysis on industry sectors, managing relationships with external stakeholders, maintaining deal pipelines, and supporting marketing efforts and event logistics.
Requirements
- Interest and experience in AI use cases for business
- Outstanding Excel and PowerPoint skills
- Prior experience with CRM tool and private company origination platforms (e.g., Pitchbook, Grata) preferred
- Ability to manage multiple priorities
- Comfort with engaging a broad group of internal and external stakeholders, executive presence
- Superior communication, both written and verbal
- Self-starter with strong project management and follow-through skills
- Detail-oriented, conscientious and energetic professional with ability to think creatively and independently
- Familiarity with finance/private equity space
Nice To Haves
- 1 to 2 years’ experience in business development or sales operations preferred
Responsibilities
- Evaluate new AI tools and data to improve workflows (first looks, research, screening)
- Help to implement new tools and act as an intermediary between IT, Data Science and the PE team members
- Identify internal use cases for AI across sourcing, diligence and portfolio support
- Assist with early screenings of investment themes and investment opportunities
- Develop systems and screening tools to monitor targets and subsectors
- Support inbound opportunity evaluation and prioritization
- Complete deep dive analysis on industry sectors and market trends
- Assist deal team with diligence efforts including strategic analysis, market mapping and expert network calls
- Synthesize findings for internal updates and diligence streams
- Leverage BCP network and tools to find warm introductions to targets
- Maintain Affinity CRM (entry of interactions, pipelines & trackers, reporting)
- Own map of banker network/intermediaries and work directly with coverage officers to coordinate on conferences and guide inbound investment opportunities
- Track executive movements via LinkedIn, Expert Networks and other sources
- Maintain advisor/river guides database in collaboration with Talent team
- Maintain target pipeline for vertical
- Participate in vertical meetings to update changes and track next steps
- Ensure meeting/target follow-up activity completed
- Monitor and track competitive deal activity/sponsor portfolios
- Collaborate and share best practices across business units (pipeline, networks, tools)
- Update and own Global PE Marketing Compendium
- Create and capture vertical specific pitch decks, update vertical microsites
- Help plan/host executive events for vertical (logistics, implementation, attendee management)
- Provide on-site event support for conferences and executive events
Benefits
- Competitive benefits package designed to support employees’ health, financial security, family needs, and overall well-being.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
