Investment Banking Analyst - Summer 2027 - Seattle, WA

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

Benefits offered by this job

Health insurance

Dental plan

401k

Job summary

CliftonLarsonAllen Wealth Advisors LLC in Seattle, WA is seeking an Investment Banking Analyst starting July 2027. The role focuses on mergers and acquisitions, buyer identification, due diligence, and transactional support within a collaborative CLA environment.

Responsibilities include creating financial models, drafting M&A documents, preparing client-facing materials, and coordinating logistics for deals. A Finance/Accounting background and Series 63 within 6 months are preferred.

Qualifications

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

Responsibilities

• Mergers & Acquisitions: research and prepare complex financial models and documents; create teaser & M&A offering documents; prepare pitch books and client presentations.
• Buyer identification: assist in identifying buyers for sell-side clients; track detailed information; assist with due diligence and client database development.
• Transactional support: conduct industry and company due diligence; perform multifaceted analyses informing terms and structure.
• Logistics Coordination: track buyers, create complex financial models, coordinate schedules for events.
• Internal Client Support: provide project management and serve as point person for topics assigned.

Skills

Accounting principles

MS Windows & Office

Willingness to learn

Travel to client sites

Reliable transportation

Education

Bachelor’s degree in Finance/Economics/Business Management/Accounting

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; conducts detailed and rigorous analysis through trading & transaction comparable and other modeling. Creates draft teaser & M&A offering documents utilizing the complex financial models; prepares pitch books & client marketing presentations using independent judgment to tailor; attends client meetings as needed.
• Buyer identification: Assists in the identification of buyers for sell-side clients through in-depth research and analysis. Tracks detailed information related to those buyers as well as other M&A/deal related information. Assists 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: Supports 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. Conducts multifaceted analyses that help inform terms and structure of transaction.
• Logistics Coordination: Tracks 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: Provides project management support as needed to Investment Banking team. Serves 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.

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

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights.

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. To view a complete list of benefits, click here.

Start your inspired career

When you join CLA, you’ll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles — it’s the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility. Watch our video to see why people join CLA.

About CLA

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 U.S. locations, and a global vision, we promise to know you and help you. For more information visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Wellness at CLA Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well‑being. Click here to learn more about CLA’s benefit offerings.

CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights.

If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact [e-mail]