Associate - M&A

Cascadia Capital; Los Angeles (CA); On-site; USD 130,000 - 210,000; Full time

Job summary

Cascadia Capital is seeking an experienced Investment Banking Associate to join one of our industry teams—Business Services, Industrials, or Healthcare—and contribute to day-to-day M&A and capital-raising engagements in a collaborative, fast-paced environment.

The Associate will manage analysts, build and refine financial models, draft information memorandums and presentations, and coordinate investor meetings. Strong modeling, communication, and leadership skills are essential.

Qualifications

• 3–5 years of middle market investment banking experience.
• Experience coaching and developing analysts.
• Strong financial modeling, finance, and accounting skills.
• Mergers & acquisitions and capital raises experience for privately held clients.
• FINRA Series 79 and 63 preferred.

Responsibilities

• Day-to-day execution of client engagements
• Management of analyst resources
• Managing the creation of and review/refinement of financial models and related analysis
• Drafting information memorandums and management presentations
• Coordinating and attending investor meetings for private placement clients
• Managing due diligence efforts working directly with management teams and investor groups
• Extensive company and industry analyses (trends, M&A, etc.)
• Partnering with senior bankers to support ongoing business development efforts, including pitch books, target identification, participation in calling programs and industry specific research
• Partnering with senior bankers to develop ideas for capital market and buyer universe relationships, including ongoing monitoring of portfolio companies
• Associates at Cascadia Capital are integral members of every deal team and are actively engaged during every phase of the deal process with significant opportunity for client exposure

Skills

Financial modeling

M&A experience

Client engagement

Analytical thinking

Team leadership

Communication skills

Self-motivated

Education

BA/BS in Finance or related field

FINRA Series 79 and 63

Tools

Excel

PowerPoint

Job description

Description

Cascadia is seeking an Experienced Investment Banking Associate?to join one of our industry teams, Business Services, Industrials, or Healthcare. The Associate will be responsible for day-to-day execution of M&A and capital raising client engagements, management of analysts, and the creation and review of marketing materials and financial models.

Key Responsibilities

• Day-to-day execution of client engagements
• Management of analyst resources
• Managing the creation of and review/refinement of financial models and related analysis
• Drafting information memorandums and management presentations
• Coordinating and attending investor meetings for private placement clients
• Managing due diligence efforts working directly with management teams and investor groups
• Extensive company and industry analyses (trends, M&A, etc.)
• Partnering with senior bankers to support ongoing business development efforts, including pitch books, target identification, participation in calling programs and industry specific research
• Partnering with senior bankers to develop ideas for capital market and buyer universe relationships, including ongoing monitoring of portfolio companies
• Associates at Cascadia Capital are integral members of every deal team and are actively engaged during every phase of the deal process with significant opportunity for client exposure

Qualifications

• Approximately 3-5 years of middle market investment banking experience
• Experience managing, coaching and developing investment banking Analysts
• Strong financial modeling, finance and accounting skills
• Critical/strategic thinking and market orientation
• Outstanding quantitative and technical skills
• Outstanding written and verbal communication skills
• Team player
• Self-motivated, proactive work habits
• Mergers & acquisition and capital raises experience for privately held clients
• FINRA Series 79 and 63
• BA/ BS degree in Finance or a related field with demonstrated academic excellence

Our Values

• One Firm – We are stronger together. Our success is built on collaboration, diverse perspectives, and a shared purpose and principles. We win as a team.
• Integrity – We uphold the highest ethical standards in everything we do—how we collaborate, serve clients, and pursue opportunities. Trust is our foundation.
• Accountability – We take full ownership of our actions, communicate openly and honestly, and stand behind our decisions and their impact.
• Results – We are sector experts who deliver best in class service and exceptional results.

*Cascadia Capital is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Cascadia Capital is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. A request for reasonable accommodation may be made at any point during the application process or employment with the company.