Clera

Founding Dealmaker, M&A, Partner Track

San Francisco · Full-time

Clera

At a glance

Founding Dealmaker, M&A, Partner Track is an open full-time job at Clera (San Francisco · On-site).

CompanyClera
LocationSan Francisco · On-site
TypeFull-time
DepartmentEngineering
Posted2026-11-03
Found onAshby

About this job

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.

Questions about this job

Where is the Founding Dealmaker, M&A, Partner Track job at Clera?

San Francisco.

What does the Founding Dealmaker, M&A, Partner Track job at Clera pay?

The listing does not state pay.

Is this a full-time or part-time job?

The listing describes it as Full-time.

How do I apply to Clera?

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