Business Development Associate – Deal Origination
Adaptive Teams
Posted: 10/21/2026
Regional Business and Program Development Associate – LatAm
Generation
Posted: 10/5/2026Business Development Associate – Deal Origination
Adaptive TeamsCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing outreach and nurturing relationships with sponsors and investors, utilizing strong communication and organizational skills to track and report on deal activities. Proficient in financial concepts such as EBITDA and equity financing, with a proactive approach to research and process development.
Highest-signal resume keywords
Finance ExperienceM&A KnowledgeCRM DisciplinePrivate Equity ExpertiseStrong Communication Skills
About the role
Key responsibilities & impact- Manage outreach replies, follow-ups, introductory calls, and long-term nurturing with independent sponsors
- Research and connect with sponsors, M&A professionals, lenders, attorneys, and referral networks
- Understand investment strategies, assess initial fit, gather transaction details, and prepare concise internal handoffs
- Explain deal-by-deal private equity to suitable accredited investors using approved messaging
- Maintain accurate CRM records, track next steps, and prevent promising contacts from being lost
- Develop follow-up cadences and refine sourcing channels
- Report on activities that generate meaningful relationships and qualified deals
- Build trust, create a pipeline of relevant opportunities, and develop long-term relationships
Requirements
What you’ll need- Around 2–5 years of relevant experience in finance, investing, lending, M&A, financial services, or financially sophisticated B2B business development
- Working familiarity with EBITDA, enterprise value, leverage, and equity financing
- Strong written and spoken English
- Clear, concise, professional communication style
- Excellent organization, CRM discipline, and follow-through
- Persistence without pressure, sound judgment, curiosity, and ability to qualify genuine opportunities
- Proactive ability to research new audiences, test sourcing channels, and build processes independently
- Comfort working independently in a lean, fast-moving environment
- Private equity expertise is a plus, not a prerequisite
- Ability to work with U.S. Eastern Time overlap
Benefits
Comp & perks- Base salary plus a defined performance bonus
- Fully remote work
- Opportunity to shape the CRM, relationship-management process, sourcing strategy, and reporting systems
- Close collaboration with senior leadership in a lean team without layers of management
- Career progression from managing outreach and follow-ups to leading sponsor relationships and owning part of the origination process
- Growth path with increasing responsibility over the first six months
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
EBITDA UnderstandingEquity FinancingEnterprise Value AssessmentInvestment Strategy AnalysisDeal Structuring
Soft Skills
Professional CommunicationOrganizationPersistenceCuriositySound Judgment
Tools & Technologies
CRM Software
Industry Keywords
Financial ServicesB2B Business DevelopmentPrivate EquityLendingInvestment