Overview
This is a remote, project-based role designed for Investment Banking or Private Equity professionals with 1–3 years of experience and practical knowledge of dataroom workflows and due diligence processes. The role involves reviewing, organizing, and analyzing dataroom materials such as Confidential Information Memorandums (CIMs), financial statements, legal agreements, cap tables, and other transaction documents. The work is asynchronous, spans 2–3 weeks per project, and requires a commitment of 10–20 hours per week for accepted projects. This position offers competitive compensation, direct exposure to complex transaction materials, and valuable experience to enhance your professional profile.
Responsibilities
- Review and analyze dataroom materials including CIMs, financial statements, management presentations, legal agreements, and supporting deal documents
- Organize, index, and summarize dataroom contents into structured diligence trackers and document logs
- Identify missing, inconsistent, or materially significant items within dataroom document sets
- Produce clear, structured written summaries and annotations of key dataroom findings with precise document citations
- Apply investment banking and private equity analytical frameworks to support financial and commercial due diligence workstreams
Required Qualifications
- 2–5 years of professional experience in investment banking, private equity, or a closely related finance role
- Direct experience working with datarooms and transaction due diligence materials (e.g., Intralinks, Datasite, Box, or similar platforms)
- Strong financial literacy including familiarity with financial statements, valuation concepts, and deal documentation
- Excellent written communication skills with the ability to produce clear, organized, citation-supported document summaries
- Ability to work independently, follow detailed guidelines, and manage time effectively across asynchronous tasks
Preferred Qualifications
- Experience on the buyside or sellside of M&A, leveraged finance, or private credit transactions
- Familiarity with legal transaction documents including NDAs, LOIs, purchase agreements, and disclosure schedules
- Exposure to sector-specific diligence workflows in industries such as energy, real estate, healthcare, or technology
- Bachelor's degree in Finance, Economics, Accounting, or a related field from a competitive undergraduate program
Compensation & Benefits
- Exceptional pay for project-based work
- Flexible time commitment allowing work on your own schedule
- Opportunity to gain hands-on experience with complex transaction materials
- Strengthen your professional profile with substantive dataroom and due diligence experience
Location
- Remote
- Work is asynchronous and project-based with an expected commitment of 10–20 hours per week for accepted projects over 2–3 weeks