Founding Investment Banker – AI-Powered M&A

Full Description

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.

We’re a VC-backed, early-stage, Toronto-based startup working at the intersection of M&A, AI, and vertical SaaS.

You’d be joining a small founding team with deep experience across M&A, AI, GTM, and vertical market SaaS.

You won’t be “the banker off to the side” – you’ll 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 at https://analyst3.ai/.

What You’ll 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

• 5+ years in investment banking or M&A advisory, focused on the lower middle market or middle market

• Hands-on sell-side 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

Mindset & Skills

• Interested in early-stage startups and comfortable with uncertainty and ambiguity

• Tired of the traditional IB grind, but still willing to work hard on meaningful problems

• 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: you’ve read at least one startup book (e.g., The Lean Startup by Eric Reese)

Why Join Analyst3

• Work on a real, high-stakes problem in M&A and business succession.

• Use your deal experience to design how AI-powered M&A should work, instead of reacting to it from the sidelines.

• Join an ambitious, hard-working 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 VC-backed, early-stage AI company that’s reshaping a $100B+ industry.

How to Apply

Send an email to mitchel@analyst3.ai 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 you’ve overcome (professional or personal) and what you learned from it