Deal Origination Associate

Who we are

We are a technology-driven capital advisory firm. We connect institutional investors such as family offices and funds with large private investment opportunities in infrastructure (data centers, power, energy) and late-stage technology companies. We are a small senior team that runs on modern tools: AI does much of our drafting and analysis, and we hire people who love working that way. You will report directly to the founder. The company name is shared with shortlisted candidates.

What this role is: deal origination

You will be in charge of originating deals. In our world, origination means finding the investment opportunities before they become deals: identifying the right companies, investment firms, and asset owners, reaching out to them at scale, and starting the conversations that put a real opportunity on the founder's desk. Nothing in this business happens without origination. It is the top of everything.

The deals we work on are large, private transactions that most investors never get access to: minority stakes in infrastructure platforms such as data centers and power and energy companies, and investments in late-stage private technology and AI companies before they go public. These opportunities typically range from $75 million to $200 million. Our investors want into these deals; the companies and sponsors who hold them want serious, discreet capital. Your job is to build the target universe, run the outreach machine that connects the two sides, and keep the pipeline of conversations always full.

You don't need to understand any of this industry today. We will teach you how these deals work, step by step, with recorded training for everything. What you need to bring is the operational sharpness to run the machine flawlessly.

Qualifications

The person, first:

Sharp and logical: you think in systems, spot what doesn't add up, and reason before you act

A fast learner who genuinely wants to master a new industry

A self-starter: you don't wait to be told twice, you flag problems with a proposed fix, and you ask before acting when instructions are unclear

Extremely detail-oriented and process-driven: you follow SOPs exactly, and you notice when something in the SOP is wrong

Trustworthy and discreet: you'll sign an NDA; our work is confidential

The skills:

Hands-on experience running B2B outbound, email or LinkedIn: you have personally managed campaigns in tools like Smartlead, Instantly, PlusVibe, Apollo, or similar (not just uploaded leads for someone else), and you understand deliverability basics such as warmup, bounce management, and account safety limits
Experience building and cleaning prospect lists: sourcing contacts, verifying emails, deduplicating, and keeping data accurate
Excellent written English: you'll handle replies from senior finance executives
Comfortable using AI tools (Claude) daily to work faster
Finance or investment industry experience is NOT required; we will teach you everything about our world. Agency lead-gen experience is a big plus

What you'll do

You own the origination machine end to end, working with our AI systems that accelerate the heavy lifting:

Build and maintain the target lists: source the right companies and decision-makers using our data tools and AI systems, verify emails, deduplicate, tag by segment, and keep the lead base clean and always full

Run our cold email campaigns in PlusVibe (similar to Smartlead/Instantly): staging, test sends, merge-field checks, daily deliverability monitoring (bounce rates, mailbox warmup health), and pausing per our rule card when thresholds trip

Operate our LinkedIn outreach tool (signal-based outreach): review the leads it surfaces, judge which signals are real, edit and approve AI-drafted messages before anything is sent, and respect strict account-safety caps

Triage all replies on both channels: tag them, handle routine ones from approved templates, escalate important ones fast, and book qualified conversations onto the founder's calendar

Keep our CRM perfect: every lead imported, deduplicated, and tagged; every touch logged; no stale records; weekly pipeline report every Friday

After the founder's calls: log notes, send templated follow-ups within 24 hours, and chase documents and signatures so nothing goes quiet

Send a short end-of-day report daily

You will NOT do: cold calling, selling, or writing free-form messages in the company's name. Everything external runs from approved templates. This is a regulated industry and we take that seriously. When something isn't covered by a checklist, the right answer is always to ask, never to improvise. We reward asking.

Why this role is worth it

Direct daily access to the founder, real experience inside institutional finance and high-level outreach that very few remote roles offer, serious training with recorded SOPs for everything, and a genuine growth path: part-time grows into full-time, and this role is designed to grow into our Operations Lead position as you master each part of the business.

How to apply

Include both of the following in your application:

Describe one outbound campaign you personally ran, email or LinkedIn. Tell us: the tools you used, the list size, your reply or connection-acceptance rate, and one thing that underperformed and what you changed.
Below is a LinkedIn message an AI tool drafted for us. Would you send it as-is? If not, rewrite it and briefly say what was wrong.
"Hi James, congrats on the fund launch!!! We work with elite investors deploying $10-20M and can guarantee you access to exclusive off-market deals with exceptional returns. When can we hop on a call this week?"

Shortlisted candidates complete a short paid test task (about 2 hours, paid whether or not you advance), then a video interview, then a 2-week paid trial. We move fast: expect a response within 3 business days if shortlisted.