Crossing Hurdles · 1 month ago
Private Equity Specialist (M&A) | Remote
United States
Contract
Remote
Senior LevelCrossing Hurdles is seeking a PE / M&A Document Sourcing Expert to source and provide eligible finance transaction documents. The role involves verifying compliance of materials, maintaining detailed records, and collaborating with teams to ensure sourcing accuracy.
Human ResourcesRecruiting
Responsibilities
Source and provide eligible finance transaction documents including CIMs, SIMs, SPAs, PPMs, board decks, and management presentations
Verify that all submitted materials are compliant and free from NDA, MNPI, or proprietary restrictions
Maintain detailed metadata records including transaction type, industry, and deal structure
Classify transaction documents based on financial and deal context
Collaborate with compliance and operations teams to ensure sourcing accuracy and legal eligibility
Exercise sound judgment in distinguishing public versus restricted financial information
Communicate professionally regarding document sourcing, validation, and submission workflows
Qualification
Required
Strong experience in private equity, M&A, investment banking, corporate development, or transaction advisory
Hands-on familiarity with transaction and deal-related documentation
Ability to identify legally shareable materials and compliance-sensitive information
Exceptional attention to detail in document review and classification
Strong organizational and record-management skills
Ability to work independently in a remote, fast-paced environment
Commitment to maintaining compliance and sourcing integrity
Company
Crossing Hurdles
Crossing Hurdles connects skilled professionals with opportunities across AI training platforms and high-growth companies.
Founded in 2019
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase