Investment Banking / Private Equity Expert (Data-rooms)

This is a remote, project-by-project role for Investment Banking or Private Equity professionals with 1–3 years of experience and hands-on familiarity with dataroom workflows and due diligence processes. You will review, organize, and analyze dataroom materials — including CIMs, financial statements, legal agreements, cap tables, and supporting transaction documents — applying your IB or PE training to real-world deal documentation. Work is over the next 2–3 weeks, asynchronous, and assigned on a project-by-project basis, with an expected commitment of 10–20 hours per week for the projects you accept. This position offers exceptional pay, direct exposure to complex transaction materials, and a strong addition to your professional profile.

Commitment: 15 hours/week | Pay: $200/hr | Type: Contract

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 IB and PE 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 and 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

Why Apply

• Flexible Time Commitment – Work on your schedule while gaining valuable deal experience
• Startup Exposure – Work directly with an early-stage Y Combinator-backed company, gaining hands-on experience that sets you apart
• Resume Building – Strengthen your profile with substantive dataroom and due diligence experience ahead of on-cycle recruiting or lateral moves
• Professional Growth – Sharpen your document review and financial analysis skills on real transaction materials