M&A Associate – Technology

Jobtailor; Boston (MA); On-site; USD 90,000 - 180,000; Full time

Job summary

Jobtailor is seeking a senior associate-level professional to support M&A advisory engagements in Boston. You will drive work with analysts, engage with clients and senior bankers, and participate in full deal lifecycles while leading multiple workstreams and ensuring high-quality, client-ready outputs.

The role requires strong financial modeling, data analysis, and communication skills, with proficiency in Capital IQ and FactSet, and willingness to work long hours in an on-call, in-office

Qualifications

• Must submit a combined resume and cover letter as one PDF.
• Must complete a Suited profile.
• University degree typically required for roles at this level.

Responsibilities

• Drive work forward in partnership with analysts.
• Gain exposure to clients and senior bankers.
• Participate in the full lifecycle of multiple client engagements.
• Lead multiple workstreams while maintaining quality.
• Own outcomes and advance tasks from start to finish.
• Build 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 deal strategy.
• Contribute to client recommendations in M&A and private capital advisory engagements.
• Attend deal team meetings in person.
• Respond quickly to emails and calls in an on-call role.

Skills

M&A Advisory

Financial Modeling

Data Analysis

Capital IQ

FactSet

Excel Formulas

PowerPoint Materials

Income Statement Understanding

Cash Flow Statement Understanding

Balance Sheet Understanding

Valuation Expertise

Financial Modeling Expertise

Trend Identification

AI Tools Utilization

Clear Communication

Proactive Learning Agility

Relationship Building

Education

Bachelor's degree in finance/economics/related field

Tools

Capital IQ

FactSet

Job description

• Drive work forward in partnership with analysts
• Gain exposure to clients and senior bankers
• Participate in the full lifecycle of multiple client engagements
• Lead multiple workstreams while maintaining quality
• Own outcomes and advance tasks from start to finish
• Build 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 deal strategy
• Contribute to client recommendations in M&A and private capital advisory engagements
• Attend deal team meetings in person
• Respond quickly to emails and calls in an on-call role

Requirements

• Ability to work in the U.S. without sponsorship
• Ability to work in an on-call, in-office role
• Willingness to attend deal team meetings in person
• Willingness to work long hours
• Motivated by challenge, with demonstrated academic performance and prior work experience
• Curiosity and proactive learning agility
• Ability to articulate ideas clearly and tailor communication to the audience, verbally and in writing
• Ability to identify trends in complex data sets and explain their impact
• Understanding of 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 income statement, cash flow statement, and balance sheet connections
• Willingness to deepen accounting, valuation, and financial modeling expertise
• Comfort using and directing AI tools while retaining ownership of quality, accuracy, and judgment
• Ability to lead multiple workstreams while maintaining quality
• Ability to deliver accurate, high-quality, client-ready work products
• Ability to manage workstreams and deadlines
• University/college degree typically required for roles at this level
• 5+ years of industry-relevant experience stated in the qualifications section
• Comparable combination of education, job-specific certifications, and experience may be considered in lieu of a degree
• Must submit a combined resume and cover letter as one PDF
• Must complete a Suited profile

Core Competencies

Demonstrates expertise in managing multiple workstreams and delivering high-quality, client-ready work products in M&A and private capital advisory engagements. Proficient in data analysis, financial modeling, and effective communication tailored to diverse audiences.

Highest-signal resume keywords

• M&A Advisory
• Financial Modeling
• Data Analysis
• Capital IQ
• FactSet

Hard Skills

• Excel Formulas
• Data Validation
• PowerPoint Materials
• Income Statement Understanding
• Cash Flow Statement Understanding
• Balance Sheet Understanding
• Valuation Expertise
• Financial Modeling Expertise
• Trend Identification
• AI Tools Utilization

Soft Skills

• Clear Communication
• Proactive Learning Agility
• Relationship Building
• Motivation by Challenge
• Quality Ownership

Industry Keywords

• Client Engagements
• Deal Strategy
• On-Call Role
• Long Hours
• University Degree
• Industry-Relevant Experience