This role has closed. Clera has taken the posting down.
hirly last saw it live on 9 November 2026. See similar open roles below, or browse all jobs in San Francisco.
Clera
Founding Dealmaker, M&A, Partner Track
San Francisco
hirly's read of this role
- Seniority
- Mid level
- Country
- US
- Work mode
- On-site / unstated
- First seen by hirly
- 7 Nov 2026
Derived automatically from the posting.
the posting
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.
Listed on hirly, a job board. hirly is not the employer: Clera is hiring for this role.