M&A Associate - Client-Facing, Data-Driven

Jobtailor; Minnesota; On-site; USD 120,000 - 180,000; Full time

Job summary

Jobtailor in Minnesota seeks an experienced M&A and private capital advisory professional to drive deal work, lead multiple workstreams, and deliver client-ready materials. You will collaborate with analysts, attend deal team meetings, and deepen accounting and valuation expertise.

Candidates should have a university degree, 5+ years of relevant experience, and strong Excel/PowerPoint skills, with Capital IQ and FactSet proficiency. Ability to work in the U.S.

Qualifications

• University / college degree typically required.
• 5+ years of industry-relevant experience typically required.
• Comparable combination of education, job-specific certification(s), and experience may be considered in lieu of a degree.
• Ability to work in the U.S. without sponsorship.
• Demonstrated academic performance and prior work experience.
• Proficiency with Excel formulas, data validation, tables, and conditional formatting.
• Ability to build clear, client-ready materials in PowerPoint.
• Working understanding of income statement, cash flow statement, and balance sheet connections.
• Willingness to deepen accounting, valuation, and financial modeling expertise.
• Ability to identify trends in complex data sets using tools such as Capital IQ and FactSet.
• Comfort using and directing AI tools while retaining ownership of quality, accuracy, and judgment.
• Ability to articulate ideas clearly and tailor communication to the audience.
• Ability to work on-call, attend in-person meetings, and work long hours.
• No required certifications or licenses

Responsibilities

• Drive work forward in partnership with analysts across multiple client engagements.
• Maintain high exposure to clients and senior bankers.
• Support the full lifecycle of M&A and private capital advisory engagements.
• Lead multiple workstreams while maintaining quality.
• 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, deal strategy, and client recommendations.
• Attend deal team meetings in person and respond quickly to emails and calls.
• Participate in structured training and ongoing professional development.

Skills

Financial Modeling

Data Analysis

Excel Formulas

PowerPoint Presentation

Income Statement Understanding

Cash Flow Understanding

Balance Sheet Understanding

Valuation Expertise

Trend Identification

Client-Ready Materials

Education

Bachelor's degree

Tools

Capital IQ

FactSet

AI Tools

Job description

Jobtailor in Minnesota seeks an experienced M&A and private capital advisory professional to drive deal work, lead multiple workstreams, and deliver client-ready materials. You will collaborate with analysts, attend deal team meetings, and deepen accounting and valuation expertise.

Candidates should have a university degree, 5+ years of relevant experience, and strong Excel/PowerPoint skills, with Capital IQ and FactSet proficiency. Ability to work in the U.S.