Assistant Deal Maker

Position Name: Assistant Deal Maker | M&A Associate 

Time zone: EST Hours

Company Overview

We help Americans unlock wealth and free themselves from the corporate day-to-day grind through acquisitions. We're a rapidly growing firm, and we're looking for sharp, adaptable, and highly organized individuals to join our lean, remote team. 

Role Overview

If you are a highly organized, proactive, and detail-oriented M&A Associate looking to support the full lifecycle of client transactions from deal sourcing to closing this role is for you. This individual will serve as a right hand to the Deal Maker, ensuring accountability across teams, providing oversight on key workflows, and stepping in where necessary to move deals forward. 

What You'll Do:

• Support full-cycle deal execution: Help keep transactions organized and moving from sourcing through closing with clear communication and consistent follow through. 
• Monitor deal flow and momentum: Track workflows across teams, spot where progress is slowing, and flag risks or blockers early so deals stay on pace. Own quality control on deliverables: Review valuations, presentations, and client-facing outputs to ensure accuracy, clarity, and professionalism.
• Manage key communication channels: Triage escalated client questions in Slack and email, route items to the right owners, and ensure timely, thoughtful responses. 
• Step into delegated approvals: Assist with sign offs on models, documents, and other deliverables to prevent delays and keep work moving. 
• Support LOI and valuation stages: Help review and approve valuations as deals enter LOI and coordinate next steps with the Deal, LOI, and Closing teams. 
• Coordinate diligence and closing: Maintain checklists, confirm deliverables, align stakeholders, and help manage pre and post LOI processes through to close. 
• Act as a deal problem solver: Jump in where needed to troubleshoot issues, unblock stakeholders, and keep deals on track. 

Ideal Experience 

• Background in finance, M&A, private equity, or investment banking, or experience in a similar analytical and transaction focused role. 
• Strong ability to manage multiple complex workstreams at once while staying organized and focused on priorities.
• Comfort working with financial and valuation models and reviewing analytical outputs. Clear and confident communication skills when working with executives, clients, investors, and internal teams. 
• High attention to detail paired with sound judgment in fast moving situations. 
• A proactive, resourceful approach to problem solving in dynamic deal environments.

You Should Have 

• Experience supporting transactions, deal execution, or project based financial work in a professional setting.
• Proven ability to manage documentation, track tasks, and maintain quality control across deliverables. 
• Exposure to deal environments such as investment banking, consulting, Big 4, or transaction advisory is an asset. 
• A self-starter mindset with initiative to anticipate needs, take ownership, and improve how work gets done. 

What We Offer 

• A chance to sit close to live deals and work directly alongside the lead Deal Maker. 
• Hands on involvement across sourcing, diligence, LOI execution, and closing. 
• Real opportunities for growth as the firm scales and responsibilities expand. 
• Fully remote work so you can contribute from anywhere. 
• A collaborative team environment where your contributions have clear visibility.