JobWin.ai

Clera

Founding Dealmaker, M&A, Partner Track

  • San Francisco, United States
  • Full-time
  • Posted 19 Oct 2026
  • Finance & Accounting

Free account. We save the job to your pipeline, then open the application.

About the job

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.

Published by Clera through its Ashby job board. JobWin is not affiliated with Clera. View original posting

More jobs at Clera

Similar jobs