PE / M&A Document Sourcing Expert

About this role

Job Summary: In this role, 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.

Skills

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 & 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.