Founding Investment Banker AI-Powered M&A CEO & Co-founder of Analyst3 | Ex-Investment Banker, Ex-Corporate Development & Strategy About Analyst3 Analyst3 is a vertical AI company building an investment banking team in a box to help small M&A advisory teams scale their operations without adding headcount, and our long-term vision is to compress deal timelines from months to days. Were a VC-backed, early-stage, Toronto-based startup working at the intersection of M&A, AI, and vertical SaaS. Youd be joining a small founding team with deep experience across M&A, AI, GTM, and vertical market SaaS. You wont be the banker off to the side youll play a crucial, leading role in how our platform of AI analysts is built and how we support M&A advisors. This role is designed to put you on a path to a future leadership role within the company as we grow. Learn more about where we''''re starting at: https://analyst3.ai/. What Youll Do Turn real-world workflows that power M&A deals into AI-powered workflows by helping design and build highly specialized AI agents. Lead the work that drives key decisions on how our AI analysts execute sell-side and buy-side mandates for our customers. Own the quality bar for how our AI analysts support deals from CIMs, teasers, and outreach through diligence, data rooms, and overall process management. Work with customers (senior M&A advisors) on live mandates to prove and improve how we operate. Partner closely with the team on product direction, keeping us focused on problems that actually matter to M&A advisors. Who You Are Ideal Experience 3+ years in investment banking or M&A advisory, focused on the lower middle market or middle market Handson sellside experience from building pitch decks and CIMs, through managing diligence and closing deals Strong track record building and reviewing CIMs and deal materials across multiple industries Direct experience running processes and managing diligence (data rooms, Q&A, related workstreams)Experience managing and training junior analysts/associates Bonus: experience working at an early stage startup Mindset & Skills Interested in earlystage startups and comfortable with uncertainty and ambiguity Comfortable with extreme ownership, high standards, and being accountable for outcomes Familiar with or curious about AI and LLMs, and interested in using and shaping them in your daily work Understands the nuances of working with senior bankers and business owners Based in Toronto or willing to relocate, and prefers working in person with the team Bonus: youve read at least one startup book (e.g., The Lean Startup by Eric Reese) Why Join Analyst3 Work on a real, highstakes problem in M&A and business succession Use your deal experience to design how AIpowered M&A should work, instead of reacting to it from the sidelines Join an ambitious, hardworking team that values trust, honesty, and integrity, where your judgment directly shapes the product and the company Build a role that can grow into broader leadership as the company scales Equity in a VCbacked, earlystage AI company thats reshaping a $100B+ industry How to Apply Send an email to [email protected] with: Your resume A sentence or two on your M&A experience (mandate types, sectors, and typical deal sizes) A sentence or two on the biggest setback youve overcome (professional or personal) and what you learned from it Seniority level MidSenior level Employment type Fulltime Job function Finance and Sales Software Development #J-18808-Ljbffr
Job Title
Director, Product & Operations (M&A Platform) - Founding Team