Founding Dealmaker, M&A, Partner Tracknew

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.