PE / M&A Document Sourcing Expert
Required Skills
Attention to Detail
Compliance Review
Data Collection
License Verification
Document Sourcing
Academic Research
Public Records
About micro1
micro1 connects domain experts to the development of frontier AI models. Real-world expertise is turned into training data, evaluations, and feedback loops that improve how models perform. AI labs and enterprises use micro1 to train models and build reliable AI agents through advanced evaluations and reinforcement learning environments. Experts contribute directly to how AI systems learn, reason, and perform across domains like finance, healthcare, engineering, and more. Our platform identifies and vets top talent through an AI recruiter, enabling high-quality contributions at scale.
Our goal is to enable 1 billion people to do meaningful work by applying their expertise to AI. We’ve raised $40M+ in funding, and our AI recruiter has powered over 1 million AI-led interviews as our global network of experts grows into the human intelligence layer for AI.
Job Description

Job Title: PE / M&A Document Sourcing Expert

Job Type: Contractor

Location: Remote

Job Summary: As a PE / M&A Document Sourcing Expert, you'll apply your expertise to help train next-generation AI systems. Your work will shape how models learn, reason, and perform through high-quality, real-world input. No prior experience in AI is required — your domain knowledge is what matters.

Key Responsibilities:

• Source and provide eligible finance transaction documents, such as Confidential Information Memoranda (CIMs), Sell-Side Information Memoranda (SIMs), Investment Committee Memos, Share Purchase Agreements (SPAs), Private Equity board decks, Private Placement Memoranda (PPMs), management presentations, and related deal materials.

• Validate and confirm that all provided documents are free from confidentiality agreements, NDA protections, material non-public information (MNPI), or proprietary restrictions, ensuring legal eligibility for use.

• Log detailed document metadata, including transaction type, industry, deal structure, and origin, to maintain robust traceability and compliance.

• Classify documents according to transaction structure and financial context.

• Work closely with compliance and operations teams to uphold sourcing standards, clarify eligibility, and support seamless document submission workflows.

• Exercise careful judgment in differentiating public and restricted financial information.

• Engage in professional, document-driven communication and negotiation regarding document availability, eligibility, and compensation.

Required Skills and Qualifications:

• Demonstrated experience in private equity, investment banking, M&A, capital markets, transaction advisory, corporate development, due diligence, or related finance roles.

• Hands-on familiarity with a wide variety of transaction documentation, acquired through real-world deal execution or financial advisory functions.

• Expert ability to identify legally shareable materials and distinguish them from materials subject to confidential, NDA, or MNPI restrictions.

• Superior attention to detail when reviewing, validating, and classifying financial documents.

• Strong organizational skills for managing document tracking, metadata logging, and maintaining precise submission records.

• Comfortable operating independently in a fully remote, asynchronous environment where requirements may rapidly evolve.

• Commitment and ability to provide only eligible, compliant transaction documents for AI training use.

Preferred Qualifications:

• Previous experience at private equity firms, investment banks, Big 4 advisory, corporate development, restructuring, leveraged finance, or similar deal-centric organizations.

• Familiarity with sourcing documents from SEC EDGAR, M&A filings, investor relations portals, bankruptcy courts, or licensed financial data providers.

• Experience managing document-intensive workflows within financial institutions, advisory firms, law practices, or alternative asset managers.

Additional Info:

This role is document-driven and centers on the provision of eligible transaction materials. You will be directly responsible for sourcing and supplying the documents. No confidential, NDA-protected, proprietary, or MNPI content can be accepted. Examples of eligible documents may include older transaction materials no longer under restriction, publicly filed documents, redacted materials, internal training/sample documents, or public investor presentations.

Apply now
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