Note: The job is a remote job and is open to candidates in USA. TruSight, LLC provides deal sourcing and M&A research services for private equity firms and family office investors. The Deal Origination & Intermediary Coverage Analyst will develop intermediary relationships, source and assess deal opportunities, manage CRM records, coordinate introductions, and support client communications and deal-flow analytics.
Responsibilities
- Develop and maintain relationships with our current network of investment banks, M&A advisors, financial advisors, and other sell-side intermediaries
- Identify and engage new intermediary relationships that expand TruSight's network and generate relevant deal opportunities for clients
- Re-engage existing and historical relationships to strengthen coverage, understand current deal activity, and surface new opportunities
- Conduct targeted outbound outreach to intermediaries leveraging thought leadership, Private Equity Info’s Signals, and other TruSight tools by phone and email and serve as a consistent point of contact for M&A knowledge, current events, and intermediary relationships
- Understand client investment criteria and help match relevant sell-side opportunities with appropriate private equity and family office interest
- Facilitate introductions between intermediaries and TruSight clients and support the marketing of relevant deal opportunities
- Follow up with bankers and advisors on deals already in market: confirming status, checking whether introduced parties advanced, and using those conversations to surface additional opportunities from their broader pipeline
- Manage relationship and opportunity tracking in HubSpot, including outreach activity, follow-ups, pipeline status, and reporting
- Own recurring client communications by leveraging AI-centric tools such as Claude, ChatGPT, or similar platforms to produce polished, high-quality client materials efficiently
- Schedule calls with bankers and private equity / family office firms on behalf of the team
- Identify opportunities and work with internal development teams to automate recurring administrative work using AI tools and digital agents
Skills
- • 1-3 years of experience in investment banking, M&A, private equity, financial services, business development, sales, or another senior level client-facing role
- • Proficiency using AI tools (e.g., Claude, ChatGPT, Gemini, etc.) to streamline team workflows, automate repetitive tasks, and improve overall efficiency
- • Excellent written and verbal communication skills with the confidence to engage investment bankers, advisors, executives, and other senior professionals
- • Organized, self-motivated, and comfortable with proactive outreach, follow-up, and relationship management
- • Comfortable working on a remote team
- • Bachelor's degree in Finance, Business, Economics, Accounting, or a related field preferred
- • Experience with HubSpot strongly preferred
Benefits
- Full-time, remote role
- Direct exposure to senior professionals, active deal flow, TruSight's clients, and a growing company where your work has a visible impact on relationship growth and opportunity generation
- Build a working knowledge of the private equity and M&A ecosystem while developing relationships across the investment banking and advisory community
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