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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 nurturing relationships with sponsors and investors, while maintaining accurate CRM records and developing effective follow-up strategies. Proficient in financial concepts such as EBITDA and equity financing, with strong communication and organizational skills.
Highest-signal resume keywords
Finance ExperienceM&A KnowledgeCRM DisciplinePrivate Equity ExpertiseStrong Communication Skills
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 FinancingDeal OriginationFinancial ServicesB2B Business DevelopmentResearch SkillsOpportunity QualificationFollow-Up Cadences
Soft Skills
Professional CommunicationOrganizationPersistenceCuriositySound Judgment
Tools & Technologies
CRM Software
Industry Keywords
Private EquityInvestment StrategiesAccredited InvestorsTransaction DetailsReferral Networks
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 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 contribute to a smarter deal 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 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 months one through six