Clera logo
Posted 2h ago•San Francisco

Head of M&A / Investment Banking

LeadOn-site (San Francisco)Salary undisclosed
Job Description

About the Role

Lead M&A transactions at an AI-powered fintech company building software to deliver investment banking services more efficiently. This role combines senior deal ownership with close collaboration with engineers to shape and improve the platform through real transaction work.

What You'll Do

  • Manage M&A deals from mandate through closing, including process execution, client advice, buyer negotiations, and transaction details.

  • Hire and lead the initial execution team, building capacity as the business grows.

  • Identify recurring manual deal tasks, define workflows engineers can automate, and test solutions on live transactions.

  • Build client relationships, win mandates, and take on more advisory work as software supports execution.

What We're Looking For

  • Typically 4 to 10 or more years of relevant experience, including 2 to 4 years at a leading investment bank followed by meaningful experience at a high-growth startup, growth equity fund, venture capital firm, or small to mid-market private equity fund.

  • M&A execution experience at a major investment bank or established advisory firm, at Senior Associate, Vice Pre

Similar Openings in Other

View all in category➔