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Business Development, Deal Origination Associate
Adaptive Teams. Manage outreach replies, follow-ups, introductory calls, and long-term nurture with independent sponsors .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing outreach and building long-term relationships with sponsors and investors, utilizing strong communication and organizational skills. Proficient in finance concepts such as EBITDA and equity financing, with a proactive approach to research and opportunity qualification.
Highest-signal resume keywords
Finance ExperiencePrivate Equity ExpertiseCRM DisciplineProfessional CommunicationOpportunity Qualification
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
EBITDAEnterprise ValueLeverageEquity FinancingFinancial AnalysisDeal StructuringInvestment StrategiesBusiness DevelopmentM&A KnowledgeSourcing Channels
Soft Skills
Clear CommunicationOrganizationPersistenceCuriositySound Judgment
Tools & Technologies
CRM Software
Industry Keywords
Private EquityFinancial ServicesB2B Business DevelopmentInvestmentLendingM&AAccredited InvestorsRelationship ManagementDeal FlowTransaction Details
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, track next steps, and prevent promising contacts from falling through the cracks
- Develop follow-up cadences and refine sourcing channels
- Report on what generates 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
- Finance and business fluency
- Open to candidates based in Latin America, South Africa, and Europe
- Availability for 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 ownership over the first six months
- Assessment process generally under 45 minutes