Investment Banking Business Development Analyst, Sponsor & Upmarket Coverage

The Advisory Investment Bank is a FINRA-licensed M&A firm focused on essential services businesses in the lower middle market. The role sources and books meetings with business owners, sponsors, lenders, and capital providers, using targeted outreach and research to generate qualified opportunities for the deal team.

Responsibilities:

• Build and maintain target lists across each of the coverage segments above
• Make 60–80 dials per day, supported by email and LinkedIn sequences
• Track fund vintages and hold periods to time outreach effectively
• Monitor acquisition announcements from 4–7 years ago to identify future sellers
• Log all activity in HubSpot and deliver weekly pipeline reports
• Book qualified meetings and prepare a one-page brief on each target before handing off to the deal team

Requirements:

• 1–3 years of outbound sales or SDR experience with a track record of measurable quota attainment
• Confidence calling senior decision-makers (MDs, principals, CEOs) and holding a credible conversation
• Working finance literacy: EBITDA, valuation multiples, hold periods, and the difference between a recap and a sale
• Strong CRM discipline, ideally in HubSpot
• Solid research skills, with the ability to build lists from PitchBook, Grata, LinkedIn Sales Navigator, press releases, and fund websites
• Background in PE fund operations, private credit, or investor relations
• Experience at a lower-middle-market investment bank, business brokerage, or deal-sourcing platform (e.g., Grata, SourceScrub, Axial)
• A degree in finance, economics, or a related field
• Someone with a highly coachable background