Note: The job is a remote job and is open to candidates in USA. SourceCo is seeking an ambitious undergraduate to join its team as a Fall M&A Analyst / SDR Intern. The role combines M&A analysis and sales development, with responsibilities including outbound prospect engagement, CRM management, reporting, outreach optimization, and interaction with deal team members.
Responsibilities
- Engage and qualify outbound prospects via phone and email; expect a significant daily call volume as you ramp
- Maintain accurate, up-to-date CRM records on target interactions and outreach activity
- Support weekly internal and client-facing reporting
- Test and iterate on outreach approaches to improve response rates
- Interact regularly with full-time colleagues and more senior deal team members
Skills
- • Undergraduate (junior or senior preferred) pursuing a degree in finance, economics, business, accounting, or a related field
- • Foundational understanding of finance, business, and capital markets
- • US-based applicants authorized to work in the US only
- • Strong work ethic and genuine eagerness to learn the deal origination craft
- • Comfort making outbound calls and engaging senior business owners professionally
- • Ability to research unfamiliar industries quickly and synthesize findings clearly
- • Excellent written and verbal communication skills
- • Self-starter mentality — able to work independently while collaborating across teams
- • Comfort adapting to new software and tools (CRM, research platforms, AI tools)
Benefits
- Training and mentorship from senior team members
- Eligibility for deal-based performance bonuses
- Remote work
- Potential to continue into the Spring / Summer if there is mutual interest
- Strong performers will be considered for a full-time Analyst offer post-graduation
Company Overview