M&A Associate

Jobtailor; Richmond (VA); On-site; USD 100,000 - 150,000; Full time

Job summary

Jobtailor seeks a highly capable associate to drive deal-related work with analysts and senior bankers in a dynamic, in-office environment. You will manage multiple workstreams, translate complex data into actionable insights, and contribute to client recommendations while ensuring high-quality deliverables.

Ideal candidates have 5+ years of industry experience, strong Excel/Capital IQ/FactsSet skills, and the ability to work long hours without sponsorship in the U.S.

Qualifications

• First-year associate candidate or equivalent with 5+ years of industry experience.
• Able to work in the U.S. without sponsorship.
• Willingness to work long hours in an in-office, on-call role.
• Demonstrated academic performance and prior work experience.
• Ability to learn quickly and apply feedback.
• Strong written and verbal communication tailored to audience.

Responsibilities

• Drive work forward in partnership with analysts.
• Work closely with clients and senior bankers.
• Manage multiple workstreams while maintaining quality.
• Support the full lifecycle of client engagements.
• Deliver accurate, high-quality client-ready work products.
• Analyze complex data sets and identify trends.
• Translate data into actionable insights and deal strategy.
• Contribute to client recommendations and perspectives.
• Attend deal team meetings in person.
• Respond promptly to emails and calls in an on-call, in-office role.

Skills

Data Analysis

Client Engagement

Clear Communication

Time Management

Deal Strategy

Workstream Management

Financial Analysis

Education

University degree

5+ years relevant experience

Tools

Capital IQ

FactSet

PowerPoint

Excel

Job description

• Drive work forward in partnership with analysts


• Work closely with clients and senior bankers


• Manage multiple workstreams while maintaining quality


• Support the full lifecycle of multiple client engagements


• Deliver accurate, high-quality, client-ready work products


• Analyze complex data sets and identify trends


• Translate data and analysis into actionable insight and deal strategy


• Contribute to client recommendations and point of view


• Attend deal team meetings in person


• Respond quickly to emails and calls in an on-call role


• Complete required application materials, including a combined resume and cover letter PDF and Suited profile

Requirements

• First-year associate candidate


• Ability to work in the U.S. without sponsorship


• Ability to work long hours in an on-call, in-office role


• Demonstrated academic performance and prior work experience


• Ability to learn and apply new information and incorporate feedback


• Ability to articulate ideas clearly and tailor communication to the audience, verbally and in writing


• Ability to identify trends in complex data sets


• Experience or familiarity with Capital IQ and FactSet


• Understanding of Excel formulas, data validation, tables, and conditional formatting


• Ability to build clear, client-ready materials in PowerPoint


• Working understanding of how the income statement, cash flow statement, and balance sheet connect


• Willingness to deepen accounting, valuation, and financial modeling expertise


• Comfort using and directing AI tools while maintaining quality, accuracy, and judgment


• Ability to lead multiple workstreams and manage deadlines


• University/college degree typically required for this level, with 5+ years of industry-relevant experience


• In lieu of a degree, a comparable combination of education, job-specific certification(s), and experience, including military service, may be considered


• No specific academic concentration required


• No required certifications or licenses

Core Competencies

Demonstrates strong analytical skills with the ability to identify trends in complex data sets and translate findings into actionable insights. Proficient in creating client-ready materials and managing multiple workstreams effectively while maintaining high-quality standards.

Highest-signal resume keywords

• Data Analysis


• Client Engagement


• PowerPoint Presentation Development


• Excel Proficiency


• Capital IQ and FactSet Familiarity

ATS Optimization Keywords

Hard Skills

• Data Analysis


• Financial Modeling


• Excel Formulas


• Accounting Principles


• Valuation Techniques

Soft Skills

• Clear Communication


• Feedback Incorporation


• Time Management

Industry Keywords

• Client Engagement


• Financial Analysis


• Deal Strategy


• Workstream Management

Tools & Technologies

• Capital IQ


• FactSet


• PowerPoint


• Excel