Business Development, Deal Origination Associate

Adaptive Teams

. Manage outreach replies, follow-ups, introductory calls, and long-term nurture with independent sponsors .

Posted 10/21/2026full-timeRemote • BrazilJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing outreach and nurturing relationships within the finance and investment sectors, with a strong focus on effective communication and CRM management. Proficient in assessing investment strategies and generating qualified deals through proactive research and relationship-building.

Highest-signal resume keywords

Finance ExperienceM&A KnowledgeCRM ManagementProfessional CommunicationPrivate Equity Understanding

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

EBITDAEnterprise ValueLeverageEquity FinancingInvestment Strategies

Soft Skills

Excellent OrganizationPersistenceSound JudgmentCuriosityProactive Mindset

Industry Keywords

Financial ServicesB2B Business DevelopmentDeal OriginationAccredited InvestorsSourcing Channels

About the role

Key responsibilities & impact

Manage outreach replies, follow-ups, introductory calls, and long-term nurture 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, without hard selling or performance promises
Maintain accurate CRM records and track next steps
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
Progress toward leading sponsor calls, nurturing relationships, becoming a trusted point of contact, and improving the origination engine

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 mindset, including researching new audiences, testing sourcing channels, and building processes independently
Comfort working independently in a lean, fast-moving environment
Private equity expertise is a plus, not a prerequisite
Must understand the language of business and finance
U.S. Eastern Time overlap required

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 a meaningful part of the origination process
Growth path with increasing responsibility across the first six months