Investment Banking Analyst - Summer 2027 - Seattle, WA

CliftonLarsonAllen; Seattle (WA); On-site; USD 74,000 - 131,000; Full time

Job summary

CliftonLarsonAllen in Seattle, WA is seeking an Investment Banking Analyst. The role starts in July 2027 and involves heavy M&A modeling, buyer identification, and due diligence support.

You will assist with transaction processes, client communications, and logistics for investment banking activities. The position requires a bachelor’s degree in finance/economics/business/accounting, Series 63 within 6 months, and strong accounting knowledge.

Qualifications

• Bachelor's degree required - Degree in Finance, Economics, Business Management, Accounting strongly preferred.
• Certifications / Licenses - Series 63 within 6 months of hire.
• General knowledge of accounting principles and reporting of financial data.
• Willingness to learn new technologies.
• Proficient with Microsoft (MS) Windows and Office products.
• Reliable transportation and ability to travel to client sites.

Responsibilities

• Mergers & Acquisitions: Researches and prepares complex financial models and M&A process documents; conduct detailed and rigorous analysis through trading & transaction comparable and other modeling.
• Create draft teaser & M&A offering documents utilizing the complex financial models; prepare pitch books & client marketing presentations using independent judgment to tailor; attend client meetings as needed.
• Buyer identification: Assist in the identification of buyers for sell-side clients through in-depth research and analysis.
• Track detailed information related to those buyers as well as other M&A/deal related information.
• Assist with the due diligence process to include but not limited to client site visits to gather data and identification and correction of areas of due diligence vulnerability.
• Responsible for project vetting and client acceptance as well as development and maintenance of the buyer and sell-side client database.
• Transactional support: Support team as needed with aspects of the transaction process, including but not limited to industry research, company due diligence process, and detailed research as needed.
• Conduct multifaceted analyses that help inform terms and structure of transaction.
• Logistics Coordination: Track information on buyers; create complex excel based and other technical program financial modeling, coordinate schedules with external and internal participants along with logistics for investment banking related events.
• Internal Client Support: Provide project management support as needed to Investment Banking team. Serve as point person for various topics as assigned.

Education

Bachelor's degree in Finance, Economics, Business Management, Accounting (strongly preferred)

Tools

Microsoft Office

Job description

We strive every day to exemplify our CLA values - curious, collaborative, transparent, inclusive, and reliable. We are looking for individuals who believe in accountability for one's actions, take the initiative to make their vision a reality and place honesty, professionalism, conscientiousness and trust above all else.

CLA is dedicated to building a culture that welcomes different beliefs and perspectives, so we can truly know and help our clients, communities, and each other.

Our Seattle, WA location is seeking an Investment Banking Analyst. The anticipated start date for this role is: July 2027.

Come and see for yourself!

PRIMARY RESPONSIBILITIES

• Mergers & Acquisitions: Researches and prepares complex financial models and M&A process documents; conduct detailed and rigorous analysis through trading & transaction comparable and other modeling. Create draft teaser & M&A offering documents utilizing the complex financial models; prepare pitch books & client marketing presentations using independent judgment to tailor; attend client meetings as needed.
• Buyer identification: Assist in the identification of buyers for sell-side clients through in-depth research and analysis. Track detailed information related to those buyers as well as other M&A/deal related information. Assist with the due diligence process to include but not limited to client site visits to gather data and identification and correction of areas of due diligence vulnerability. Responsible for project vetting and client acceptance as well as development and maintenance of the buyer and sell-side client database.
• Transactional support: Support team as needed with aspects of the transaction process, including but not limited to industry research, company due diligence process, and detailed research as needed. Conduct multifaceted analyses that help inform terms and structure of transaction.
• Logistics Coordination: Track information on buyers; create complex excel based and other technical program financial modeling, coordinate schedules with external and internal participants along with logistics for investment banking related events.
• Internal Client Support: Provide project management support as needed to Investment Banking team. Serve as point person for various topics as assigned.

MINIMUM REQUIREMENTS

• Bachelor's degree required - Degree in Finance, Economics, Business Management, Accounting strongly preferred.
• Certifications / Licenses - Series 63 within 6 months of hire.
• General knowledge of accounting principles and reporting of financial data.
• Willingness to learn new technologies.
• Proficient with Microsoft (MS) Windows and Office products.
• Reliable transportation and ability to travel to client sites.

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact the position of pay within the range.

The compensation range for this position in Washington is: $73,500 - $131,000.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.