Role OverviewWe are hiring an M&A Associate to support the President and Sr. Associate of M&A in rapidly scaling Oakline via acquisitions. This is a high-rep role for a deal athlete who wants significant exposure to underwriting, diligence, and transaction execution in a high-volume environment, while building an operator's mindset.
This role is designed for rapid growth:
- 2 months: Fully onboarded; understands Oakline's M&A process, tools, and modeling standards. Owning core underwriting and diligence deliverables for an active deal.
- 6 months: Running key diligence workstreams and producing IC-ready models/materials across multiple concurrent deals.
- 12 months: Trusted execution partner on deals; can quarterback the analytical and process cadence from IOI/LOI through close with minimal oversight.
- 18-24 months: Expanded ownership-supporting higher deal volume, mentoring more junior support, and taking on broader responsibility in the deal process.
Key Responsibilities- Deal Execution & Underwriting:
- Build and own detailed financial models (operating build, transaction mechanics, sensitivities, returns with multiple cases) with clear documentation and auditability
- Develop and own concise, decision-ready analyses and materials for internal stakeholders (e.g., IC / Board prep support)
- Drive key diligence workstreams post-LOI, including data requests, analysis, and risk tracking
- Process & Cross-Functional Coordination:
- Maintain trackers and timelines to keep deals moving quickly from LOI to close
- Coordinate with Sourcing, Integration, and functional leaders to ensure a clean handoff from diligence into operations
- Solicit feedback from integration and functional leaders to continuously improve diligence and underwriting quality
- Coordinate with Sourcing, Integration and functional leaders to ensure smooth transition from due diligence to operations:
- Support management calls and seller-facing workstreams with high EQ, responsiveness, and professionalism
- Work effectively with external advisors (legal, accounting, QoE) to keep diligence efficient and thorough
LocationLocation is in-office in NYC. Travel is required and can be expected as much as weekly for periods of time.
Candidate Requirements- 2-4 years of experience in investment banking, corporate M&A / corporate development, consulting or a similarly high-intensity / analytical transaction roles
- Very strong financial modeling skills (Excel-based operating / transaction / LBO modeling; experience analyzing data sets, comfort with sensitivities and returns)
- High IQ / High EQ with strong ownership, communication, speed, and attention to detail
- Experience supporting live deal processes preferred; high-velocity M&A exposure a plus
