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M&A Analyst / SDR Fall Intern

L1

sourcecoEverett, WA6 days ago

$15.00–$17.00/hour

Occupations

Financial and Investment AnalystsFinancial Specialists, All OtherBusiness Intelligence Analysts

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
SourceCo is seeking an ambitious, hardworking undergraduate with a strong interest in finance and M&A to join our team as a Fall M&A Analyst / SDR Intern. In this hybrid role, you will work alongside experienced investment bankers and business development professionals to help identify and generate transaction opportunities. The internship blends M&A understanding with business development responsibilities, offering hands-on exposure to the deal origination process and direct engagement with C-level business owners considering a sale. This is a high-impact opportunity for talented students who want to learn more about private equity and M&A, with training and mentorship from senior team members, as well as meaningful work throughout the Fall.
What You'll Do:
  • Engage and qualify outbound prospects via phone and email; expect a significant daily call volume as you ramp
  • Maintain accurate, up-to-date CRM records on target interactions and outreach activity
  • Support weekly internal and client-facing reporting
  • Test and iterate on outreach approaches to improve response rates
  • Interact regularly with full-time colleagues and more senior deal team members
What We're Looking For:
  • Undergraduate (junior or senior preferred) pursuing a degree in finance, economics, business, accounting, or a related field
  • Foundational understanding of finance, business, and capital marketsUS-based applicants authorized to work in the US only
  • Strong work ethic and genuine eagerness to learn the deal origination craft
  • Comfort making outbound calls and engaging senior business owners professionally
  • Ability to research unfamiliar industries quickly and synthesize findings clearly
  • Excellent written and verbal communication skills
  • Self-starter mentality — able to work independently while collaborating across teams
  • Comfort adapting to new software and tools (CRM, research platforms, AI tools)
  • Internship Details
Duration: Sep-Dec 2026, potential to continue into the Spring / Summer if there is mutual interest
Location: Remote
Compensation: $15.00–$17.00/hour, based on background, plus eligibility for deal-based performance bonuses Path forward: Strong performers will be considered for a full-time Analyst offer post-graduation
How to Apply: Please send a brief note explaining why you'd be a good fit, along with your resume.
Apply now (opens in a new tab)
Apply now (opens in a new tab)

Level

InternL1

Salary

$15.00–$17.00/hour

Location

Everett, WA

Occupation

Financial and Investment Analysts

Industry

Portfolio Management and Investment Advice

Posted

6 days ago

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