About the Role
Join an AI-focused financial services startup building software to support investment banking workflows. You will lead M&A transactions while working with engineers to turn deal execution into scalable, automated processes.
What You'll Do
Own M&A deals from mandate through close, including process management, client advice, negotiation, and execution details.
Work with engineers to identify repeatable manual tasks, define software workflows, and test them on live transactions.
Build and lead the initial deal execution team as the business grows.
Develop client relationships and take on more advisory work as software automates parts of execution.
What We're Looking For
One to four years of experience, with M&A execution experience at the analyst or associate level in investment banking or an advisory firm.
Meaningful experience at a high-growth startup, growth equity or venture capital firm, or small to mid-market private equity fund is also relevant.
Hands-on ownership of live M&A transactions, including client advisory, negotiation, process management, and deal execution.
Ability to translate recurring execution challenges into clear engineering requirements and assess whether software solves them.
Commercial judgment, client-facing experience, and readiness to build a team and manage relationships independently.
Location
On-site in San Francisco, California. New York is also listed as a work location.