Investment Banking Associate

CliftonLarsonAllen Wealth Advisors LLC; Seattle (WA); On-site; USD 125,000 - 225,000; Full time

Job summary

CLA Meridian Capital in Seattle, WA seeks an Investment Banking Associate to support sell-side M&A execution and corporate finance engagements. You’ll perform detailed financial modeling, valuations, and create powerful client presentations while collaborating with senior mentors.

You’ll identify buyers, assist in buy-side analyses, and maintain close client relationships. Strong Excel/PowerPoint skills and series licenses within 6 months are required.

Qualifications

• 2 years of relevant investment banking experience required.
• Bachelor’s degree in finance, economics, business management, and/or accounting.
• Series 63 and 79 licenses required to be obtained within 6 months of hire.

Responsibilities

• Sell-side M&A transaction analysis and documentation; build complex financial models and pitchbooks.
• Identify buyers for sell-side engagements and track deal-related information.
• Analyze investments for buyer clients and forecast trends for acquisitions.
• Serve as a client point of contact and support transaction execution.
• Communicate clearly in writing and verbally with junior and senior team members.
• Assist in recruiting, development, and training of junior resources.
• Coordinate time-bound deliverables to meet project timelines.

Skills

Financial modeling

M&A analysis

Valuation analyses

Client presentations

Education

Bachelor's degree in finance/Economics/Business Management/Accounting

Tools

Excel

PowerPoint

Word

Adobe

PitchBook

AI prompts & agents

Job description

Investment Banking Associate - Seattle, WA

CLA Meridian Capital, a premier middle-market investment bank with over three decades of experience advising clients, is seeking an Investment Banking Associate to join our growing team in the Seattle, WA office. This role provides transaction execution assistance along with research and analytical support to the Investment Banking team, helping to execute Mergers & Acquisition transactions (predominately sell-side) and other corporate finance engagements. The position also takes on a range of support responsibilities that enable the Investment Banking teams to deliver successfully across all client engagements.

Essential Job Functions

• Sell-Side M&A transaction analysis and documentation: Researches and prepares complex financial models and M&A process documents including pitchbooks, CIMS, and marketing documents. Conducts detailed and rigorous analysis on financial models and valuations. Reviews of deliverables prepared by analysts to ensure accurate data. Compiles data and assists in preparing PowerPoint pitch books for client presentations and related M&A transaction documents. Collaborates with internal and external stakeholders on M&A transactions.
• Buyer Identification: Conducts research to identify buyers for sell-side clients. Tracks detailed information related to those buyers, as well as other M&A deal-related information.
• Buy Side Execution: Assesses companies as investments for buyer clients by examining financial engagements and related valuations. Analyzes financial information needed to forecast trends and support sound acquisition decisions.
• Client Support: Acts as a point of contact for clients throughout engagements. Builds client relationships and actively provides support for pitching to potential clients and transaction execution.
• Communication skills: Must have strong written and verbal communication skills to effectively prepare documents and interface with senior and junior team members.
• Leadership skills: Participates in the recruitment, development, and training of junior resources.
• Project Management: Responsible for coordinating time-bound deliverables from the junior team to ensure timelines are met.

Requirements

• Experience: 2 year relevant industry experience in investment banking required.
• Education: Bachelor’s degree in finance, Economics, Business Management, and/or Accounting or related required (combination of education and experience may be considered a degree equivalent).
• Certifications / Licenses: Series 63 license and 79 (required to obtain within 6 months of hire date).

Technical Competencies

• Proficiency with financial modeling, client presentations, and valuation analyses.
• Expertise in Excel, PowerPoint, Word, Adobe, Pitchbook, and AI prompts and agents.

Travel Requirements

There is a level of non-local travel based on specific engagements and business development activities.

Compensation

The wage range for this position in Washington is: $125,000 - $225,000. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. This role may also be eligible for a bonus.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

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.

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].

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 120 locations, and a global vision, we promise to know you and help you. For more information visit our website. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. CLA's Privacy Policy is available to be viewed on our website.

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.

Career Growth

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. Wellness at CLA 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. Learn more about CLA’s benefit offerings.