Transaction Sourcing Analyst

Career Launch AI

New York, NY

JOB DETAILS
SALARY
$100,000–$150,000
SKILLS
Accounting, Analysis Skills, Artificial Intelligence (AI), Banking Services, Candidate Sourcing, Communication Skills, Comparative Analysis, Consulting, Corporate Finance, Corporate Planning, Customer Relationship Management (CRM) Systems, Detail Oriented, Economics, Finance, Financial Analysis, Financial Planning, Financial Services, Investment Services, Market Analysis, Market Research, Microsoft Excel, Microsoft PowerPoint, Organizational Skills, Presentation/Verbal Skills, Private Banking, Product Management, Sales, Sales Pipeline, Software Administration, Sourcing Strategy, Systems Maintenance, User Interface/Experience (UI/UX), Writing Skills
LOCATION
New York, NY
POSTED
Today

Transaction Sourcing Analyst

Career Launch AI Talent Network

Location: New York, NY (Hybrid)
Employment Type: Full-Time
Industry: Investment Banking / Financial Services
Experience Level: Analyst / Early Career
Compensation: Competitive base salary + performance bonus (varies by employer)


About This Opportunity

This posting represents the type of Transaction Sourcing Analyst roles featured within the Career Launch AI Private Job Board.
It is not a direct job opening with a specific employer.

Members of the Career Launch AI platform gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description reflects a typical early-career transaction sourcing and deal origination role accessible through our network.

More information is available at careerlaunch.ai.


Representative Role Overview

A leading middle-market investment bank, private equity firm, or advisory platform may seek a Transaction Sourcing Analyst to support deal origination, transaction sourcing, and pipeline development efforts. This role is well-suited for candidates interested in front-end deal generation, market research, target identification, and relationship-driven deal flow, with exposure to senior bankers, investors, and founders.


Key Responsibilities

  • Identify and research potential acquisition targets, sellers, and transaction opportunities across defined sectors

  • Support deal sourcing and origination strategies, including market mapping and target list development

  • Conduct company, industry, and market research to assess transaction fit and attractiveness

  • Track and manage the deal pipeline, including sourced opportunities, outreach status, and engagement progress

  • Assist with outbound and inbound deal outreach, including preparation of introductory materials and follow-ups

  • Prepare high-level financial analyses, comparable company summaries, and investment rationales

  • Support preparation of teasers, pitch decks, and internal screening materials for sourced opportunities

  • Maintain CRM systems and internal databases with accurate sourcing and pipeline data

  • Collaborate with senior bankers, investment professionals, and execution teams to transition sourced deals into active engagements


Desired Qualifications

  • Bachelor’s degree in Finance, Economics, Business, Accounting, or a related field

  • Strong interest in deal origination, private markets, M&A, and investment sourcing

  • Solid analytical and research skills, with the ability to synthesize qualitative and quantitative information

  • Strong organizational skills and attention to detail

  • Ability to manage multiple sourcing initiatives in a fast-paced environment

  • Excellent written and verbal communication skills

  • Prior internship or experience in investment banking, private equity, corporate development, consulting, or sales-driven finance roles is a plus

  • Proficiency in Excel, PowerPoint, CRM systems, and financial research tools (e.g., PitchBook, Capital IQ, Crunchbase)


Why This Posting Matters

This Transaction Sourcing Analyst description reflects the types of opportunities available exclusively to Career Launch AI members, including:

  • Roles shared directly with Career Launch AI by employers

  • Opportunities not posted publicly

  • Warm introductions to hiring managers and recruiters

  • AI-supported job targeting and application support

  • Interview coaching and preparation

Career Launch AI members gain access to 1,000+ curated roles across:

  • Investment Banking

  • Private Equity & Venture Capital

  • Corporate Finance

  • Strategy Consulting

  • Technology (FAANG-level and startups)

  • Product Management

  • Data, Operations, and more


How Career Launch AI Helps Candidates

Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles more efficiently. Members receive:

  • AI-powered job application automation

  • Personalized recruiter outreach

  • Warm introductions to decision-makers

  • Sector-specific resume optimization

  • Interview preparation and ongoing support

This posting is an example of the types of positions members may pursue through the platform.


How to Access Opportunities Like This

To be considered for roles of this type, candidates must enroll in the Career Launch AI platform.

Career Launch Assessment Link:
https://careerlaunch.ai/assessment

Once enrolled, members receive:

  • Access to the exclusive job board

  • Personalized recruiter outreach

  • Automated job applications

  • Coaching and interview preparation

  • Ongoing support until placement

About the Company

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Career Launch AI