Careers at SourceCo

Research Associate

We are seeking a Research Associate to support our investment sourcing efforts by identifying, organizing, and maintaining datasets of companies that fit specific investment criteria. This role is integral to our deal team, focusing on data research, company profiling, and market mapping to generate high-quality deal flow for our clients.

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Job highlights

Experience:

1-3 years in research, data analysis, or market intelligence

of experience

Department:

Sales

Hours:

Full Time

Location:

Remote / US

Salary:

$50,000 - $60,000 base salary + bonus. OTE target: $60,000 - $70,000

About SourceCo

SourceCo is a technology-enabled buy-side investment bank specializing in proprietary deal sourcing for private equity firms, family offices, and corporate acquirers. We leverage proprietary software, data enrichment, and automation to identify niche acquisition targets that align with our clients' investment theses.

What are we looking for:

We are seeking a Research Associate to support our investment sourcing efforts by identifying, organizing, and maintaining datasets of companies that fit specific investment criteria. This role is integral to our deal team, focusing on data research, company profiling, and market mapping to generate high-quality deal flow for our clients. The ideal candidate is analytical, detail-oriented, and highly proficient in data sourcing tools. They should be comfortable using automation platforms, proprietary and third-party datasets, and AI-driven research methods to build and refine company lists.

Responsibilities:

Data Collection & Management

Prepare and manage datasets using proprietary tools
Perform data scraping to gather business information
Combine and conduct preliminary cleaning of datasets using our software
Maintain project data organization and integrity
Update project trackers to monitor progress and outcomes

AI & Technology Integration

Develop effective AI tool prompts for company analysis
Process datasets through AI tools and integrate outputs
Refine datasets post-AI analysis for accuracy and relevance
Identify and tier potential acquisition targets based on fit criteria
Utilize automation tools to enhance research efficiency

Research & Analysis

Conduct organic research using searches and specialized databases using company researchers
Participate in research brainstorming sessions
Perform quality control checks on researched companies
Spot-check targets after AI tool output integration
Segment industries and sub-sectors to identify high-value targets

Collaboration & Communication

Coordinate with external contractors on research projects
Participate in project calls with internal teams and clients
Work closely with Senior Researchers and Company Researchers
Support M&A Associates in complex research initiatives
Collaborate with the contacts research team to align targeting efforts

Requirements:

Experience: 1-3 years in research, data analysis, or market intelligence—preferably in private equity, M&A sourcing, market/equity research, or lead generation (preferred but not necessary)
Finance, Business, Economics, or other Analytical Majors Preferred
Technical Skills: Proficiency in data collection tools such as LinkedIn Sales Navigator, Apollo.io, and experience with CRM systems
Tech Savvy: Ability to quickly learn and adapt to new technologies for data scraping, contact sourcing, and company evaluation; proficiency in learning new software platforms to build and efficiently utilize databases
AI Prompting: Strong capability in crafting effective AI prompts with an understanding of AI limitations; ability to develop prompts for efficient company evaluation and implement fallback strategies when AI analysis is insufficient based on provided website content
Deep Analytical Skills: Capacity to manually analyze company websites from each dataset to identify patterns for both fit and misfit companies; ability to recognize industry-specific indicators and translate these insights into effective AI prompts for efficient target selection
Analytical Mindset: Capability to analyze industry sectors, trends, and company profiles
Detail-Oriented: High attention to accuracy in data aggregation and management
Creative Thinker: Ability to come up with failsafe plans in case the first method utilized to identify companies fails and think of alternate solutions creatively (out-of-the-box methods) to get the correct output.
Self-Starter: Ability to work independently and take ownership of projects in a fast-paced, results-driven environment
Solution Mindset: Focus on delivering results rather than dwelling on obstacles; proactively develop and implement solutions using available resources without waiting for direction from others.
Ability to develop contingency strategies when primary identification methods fail; skilled at devising unconventional, out-of-the-box approaches to overcome research challenges and consistently deliver results

Why Join SourceCo?

Be part of an innovative, data-driven investment sourcing firm
Work with cutting-edge AI and automation technology in deal origination
Clear path for advancement within our deal and research teams
Competitive salary with performance-based bonus potential
Flexible, remote-friendly work environment
Opportunity to develop expertise across multiple industries and investment strategies

Interested in joining our team? Send your resume to tomos.mughan@sourcecodeals.com