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.