Sourcing Operations Associate Job at Selby Jennings, Boston, MA

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  • Selby Jennings
  • Boston, MA

Job Description

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This range is provided by Selby Jennings. Your actual pay will be based on your skills and experience talk with your recruiter to learn more.

Base pay range

$90,000.00/yr - $100,000.00/yr

Recruitment Consultant, Finance & Accounting

Our client, a Boston-based global investment firm, is seeking a highly organized Sourcing Operations Associate to support its Consumer and Technology private equity verticals. This is a dynamic, high-visibility role focused on CRM management, deal pipeline tracking, executive networking, and event coordination. The position offers exposure to investment processes and collaboration with cross-functional teams in a fast-paced, high-performing environment.

Responsibilities:

  • Maintain and update CRM systems (Affinity) with interactions, pipelines, and relationship data across the Consumer and Technology verticals
  • Track executive movements, intermediary relationships, and competitive deal activity to support proactive sourcing strategies
  • Coordinate with investment professionals to optimize meeting schedules, investor conference participation, and trip planning
  • Support the creation and maintenance of pitch materials, vertical-specific content, and internal marketing tools
  • Assist in screening target companies through data gathering, first-look analysis, and collaboration with research teams
  • Help plan and execute executive events, including logistics, attendee management, and on-site support
  • Partner with data science, research, and IT teams to identify and implement new sourcing tools and technologies
  • Participate in vertical team meetings, ensuring follow-up actions are tracked and completed

Qualifications:

  • Bachelor's degree with a strong academic background
  • 1-3 years of experience in business development, sales operations, or a related role
  • Strong Excel and PowerPoint skills; familiarity with CRM tools (e.g., Affinity, Salesforce)
  • Excellent communication, project management, and organizational skills
  • Interest in private equity or investment management; experience with Pitchbook, Grata, or AI tools is a plus
Seniority level
  • Entry level
Employment type
  • Full-time
Job function
  • Business Development
  • Consulting
  • Sales
Industries
  • Investment Management

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Job Tags

Full time,

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