- Job Description
- PE / M&A Document Sourcing Expert
- Contractor
- Remote
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.
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.