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Founding Dealmaker, M&A, Partner Track

Clera

San Francisco · us Full-time 7h ago

Job description

ABOUT THE ROLE Join an AI-focused financial services team building software to deliver investment banking services at scale. You will lead live M&A transactions while working with engineers to turn deal execution into repeatable, increasingly automated workflows. WHAT YOU'LL DO - Manage M&A deals from mandate through closing, including process management, client advice, negotiation, and execution details. - Work with engineers to identify recurring manual tasks, define workflows for automation, and validate solutions on live transactions. - Build client relationships, earn trust, make sound judgment calls, and take on more deals as software streamlines execution. - Hire and lead the initial deal execution team, building capacity that can scale beyond headcount. WHAT WE'RE LOOKING FOR - Approximately 1 to 4 years of experience, including 1 to 2 years as an M&A analyst or associate at a leading investment bank or advisory firm. - Meaningful subsequent experience at a high-growth startup, growth equity or venture capital firm, or small to mid-sized private equity fund. - Hands-on ownership of live M&A transactions, including process management, client advisory, negotiation, and end-to-end execution. - Experience translating recurring deal execution tasks into clear engineering requirements and assessing whether software solutions work. - Commercial judgment, strong client-facing skills, and the ability to manage relationships independently. COMPENSATION & BENEFITS The role includes substantial equity. A specific salary range and visa sponsorship policy were not provided. LOCATION On-site in San Francisco, California.

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