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Founding Dealmaker, M&A, Partner Track

clera · San Francisco
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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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