Sourcing Analyst

Position Summary: As a Sourcing Analyst, you will play a critical role in identifying and evaluating potential investment targets within the tech and software sectors. You will work closely with the investment team to source, assess, and track deal flow, utilizing a combination of market research, data analytics, and your understanding of the technology landscape. The ideal candidate is passionate about technology, has a strong analytical mindset, and thrives in a fast-paced, entrepreneurial environment.

Essential Duties and Responsibilities:

Sourcing and Market Research:

• Proactively identify and research high-potential companies within the tech and software space using databases, industry reports, trade publications, and networking.
• Leverage industry events, conferences, and other resources to build a strong pipeline of potential targets.
• Track market trends and technological advancements to identify emerging opportunities and competitive threats.

Deal Flow Management:

• Maintain and update a comprehensive database of potential investment opportunities, including contact details, financials, and key business metrics.
• Coordinate the flow of inbound and outbound deals, ensuring timely follow-ups and effective communication with target companies.
• Work closely with senior sourcing team members to prioritize and track high-value leads.

Data Analysis and Reporting:

• Conduct financial and operational analysis of potential investment opportunities.
• Analyze key business metrics, industry trends, and competitive landscapes to support decision-making processes.
• Prepare detailed reports and presentations summarizing key findings for internal meetings and investment committee discussions.

Collaboration with Investment Team:

• Collaborate with senior team members on investment strategies and deal screening.
• Provide support in due diligence processes by gathering relevant data, conducting background checks, and preparing materials.
• Participate in team meetings to provide insights and contribute to the ongoing investment thesis.

Relationship Management:

• Develop and maintain relationships with industry contacts, including founders, executives, investment bankers, and other intermediaries.
• Represent the firm at relevant industry events and conferences to build awareness and strengthen the firm's network within the tech and software sectors.

Competencies:

• Proactive, self-starter with a strong drive to identify and evaluate new opportunities.
• Strong team player with the ability to collaborate effectively across departments.
• Ability to thrive in a fast-paced, high-pressure environment with competing priorities.
• Passion for technology and innovation, with a keen interest in emerging software and tech companies.

Qualifications:

• Bachelor’s degree
• Prior experience in a sourcing, sales, business development, research, or analytical role in private equity, venture capital, investment banking, or management consulting, ideally with a focus on technology or software sectors.
• Strong understanding of the tech and software landscape, including key players, trends, and investment opportunities.
• Strong analytical skills with the ability to analyze financial statements, market data, and business models.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word), financial modeling, and data analysis tools.
• Familiarity with CRM and deal flow management systems (e.g., Salesforce, Affinity, DealCloud) is a plus.

Compensation:

Competitive salary and benefits

Supervisory Responsibilities:

None.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers, smartphones, photocopiers and filing cabinets. This is a full-time position.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

This is largely a sedentary role; however, the employee is frequently required to stand, walk, and reach with hands and arms.