Tech-Driven M&A Associate: Data & Deals Leadership

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

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