PE / M&A Document Sourcing Expert

Job Title: PE / M&A Document Sourcing Expert

Job Type: Contractor

Location: Remote

Job Summary: As a PE / M&A Document Sourcing Expert, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.

Key Responsibilities:

• Source and provide eligible finance transaction documents, such as Confidential Information Memoranda (CIMs), Sell-Side Information Memoranda (SIMs), Investment Committee Memos, Share Purchase Agreements (SPAs), Private Equity board decks, Private Placement Memoranda (PPMs), management presentations, and related deal materials.

• Validate and confirm that all provided documents are free from confidentiality agreements, NDA protections, material non-public information (MNPI), or proprietary restrictions, ensuring legal eligibility for use.

• Log detailed document metadata, including transaction type, industry, deal structure, and origin, to maintain robust traceability and compliance.

• Classify documents according to transaction structure and financial context.

• Work closely with compliance and operations teams to uphold sourcing standards, clarify eligibility, and support seamless document submission workflows.

• Exercise careful judgment in differentiating public and restricted financial information.

• Engage in professional, document-driven communication and negotiation regarding document availability, eligibility, and compensation.

Required Skills and Qualifications:

• Demonstrated experience in private equity, investment banking, M&A, capital markets, transaction advisory, corporate development, due diligence, or related finance roles.

• Hands-on familiarity with a wide variety of transaction documentation, acquired through real-world deal execution or financial advisory functions.

• Expert ability to identify legally shareable materials and distinguish them from materials subject to confidential, NDA, or MNPI restrictions.

• Superior attention to detail when reviewing, validating, and classifying financial documents.

• Strong organizational skills for managing document tracking, metadata logging, and maintaining precise submission records.

• Comfortable operating independently in a fully remote, asynchronous environment where requirements may rapidly evolve.

• Commitment and ability to provide only eligible, compliant transaction documents for AI training use.

Preferred Qualifications:

• Previous experience at private equity firms, investment banks, Big 4 advisory, corporate development, restructuring, leveraged finance, or similar deal-centric organizations.

• Familiarity with sourcing documents from SEC EDGAR, M&A filings, investor relations portals, bankruptcy courts, or licensed financial data providers.

• Experience managing document-intensive workflows within financial institutions, advisory firms, law practices, or alternative asset managers.

Additional Info:

This role is document-driven and centers on the provision of eligible transaction materials. You will be directly responsible for sourcing and supplying the documents. No confidential, NDA-protected, proprietary, or MNPI content can be accepted. Examples of eligible documents may include older transaction materials no longer under restriction, publicly filed documents, redacted materials, internal training/sample documents, or public investor presentations.

Required Skills

• Attention to Detail
• Compliance Review
• Data Collection
• License Verification
• Document Sourcing
• Academic Research
• Public Records