M&A Associate

Jobtailor; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Jobtailor in San Francisco seeks an experienced M&A analyst to drive deal work across Consumer and Technology groups. You will analyze complex datasets, build client-ready materials in Excel and PowerPoint, and apply valuation and financial modeling to advisory engagements.

You will lead multiple workstreams, manage deadlines, and translate data into actionable insights for deal strategy. Engagement with clients and senior bankers will be routine, with in-person deal team meetings.

Qualifications

• 5+ years of industry-relevant experience in M&A/advisory.
• Ability to work in the U.S. without sponsorship.
• Willingness to work an on-call, in-office role.
• Strong communication and data-analysis skills.
• Experience with Capital IQ and FactSet.
• Proficiency in Excel formulas, data validation, and PowerPoint.
• Understanding of financial statements and modeling.
• Comfort using AI tools in deal work.
• Ability to manage multiple workstreams and deadlines.
• University degree or equivalent experience.
• Industry knowledge in Consumer and Technology sectors.

Responsibilities

• Analyze complex data sets and identify trends using Capital IQ and FactSet.
• Build client-ready materials in Excel and PowerPoint.
• Apply accounting, valuation, and financial modeling to M&A work.
• Lead multiple workstreams and manage deadlines.
• Translate data into actionable insights and deal strategy.
• Engage with clients, senior bankers, and C-suite audiences.
• Respond quickly to emails/calls and attend deal team meetings in person.
• Support M&A and private capital advisory engagements for Consumer and Technology groups.

Skills

Financial Modeling

Data Analysis

Accounting Knowledge

Valuation Techniques

Excel Proficiency

PowerPoint Development

Trend Identification

AI Tool Utilization

M&A Expertise

Private Capital Advisory

Education

Bachelor’s degree or higher

Tools

Capital IQ

FactSet

Excel

PowerPoint

AI Tools

Job description

• Drive work forward in partnership with analysts across multiple client engagements
• Lead multiple workstreams while maintaining focus on quality
• Analyze complex data sets and identify trends using tools such as Capital IQ and FactSet
• Build clear, client-ready materials in Excel and PowerPoint
• Apply accounting, valuation, and financial modeling knowledge to M&A work
• Use and direct AI tools while retaining ownership of quality, accuracy, and judgment
• Build trusted relationships across deal teams and firm colleagues
• Deliver accurate, high-quality, client-ready work products
• Manage workstreams and deadlines for consistent, on-time execution
• Translate data and analysis into actionable insight and recommendations contributing to deal strategy
• Engage with clients, senior bankers, and C-suite audiences
• Respond quickly to emails and calls and attend deal team meetings in person
• Work on M&A and private capital advisory engagements for Consumer and Technology groups

Requirements

• Ability to work in the U.S. without sponsorship
• Willingness to work an on-call, in-office role
• Ability to respond quickly to emails and calls
• Willingness to attend deal team meetings in person and work long hours
• Strong learning agility and ability to apply feedback
• Clear verbal and written communication skills
• Problem-solving and data-analysis skills, including identifying trends in complex data sets
• Experience with Capital IQ and FactSet
• Understanding of Excel formulas, data validation, tables, and conditional formatting
• Ability to build clear, client-ready PowerPoint materials
• Working understanding of connections among the income statement, cash flow statement, and balance sheet
• Willingness to deepen accounting, valuation, and financial modeling expertise
• Comfort using and directing AI tools
• Ability to lead multiple workstreams and manage deadlines
• University/college degree or comparable combination of education, job-specific certification(s), and experience
• 5+ years of industry-relevant experience stated in the qualifications section

Core Competencies

Demonstrates expertise in financial modeling, accounting, and valuation, with a strong ability to analyze complex data sets and deliver actionable insights. Proficient in building client-ready materials using Excel and PowerPoint while managing multiple workstreams and deadlines effectively.

Highest-signal resume keywords

• Financial Modeling
• Data Analysis
• Capital IQ
• FactSet
• Excel Proficiency

ATS Optimization Keywords

Hard Skills

• Financial Modeling
• Data Analysis
• Accounting Knowledge
• Valuation Techniques
• Excel Proficiency
• PowerPoint Development
• Trend Identification
• AI Tool Utilization
• M&A Expertise
• Private Capital Advisory

Soft Skills

• Clear Communication
• Problem-Solving
• Learning Agility
• Relationship Building
• Time Management

Industry Keywords

• M&A
• Private Capital Advisory
• Consumer Sector
• Technology Sector

Tools & Technologies

• Capital IQ
• FactSet
• Excel
• PowerPoint
• AI Tools