Investment Banking Associate

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

Benefits offered by this job

Health benefits

Dental insurance

Vision insurance

401k

Job summary

CLA Meridian Capital seeks an Investment Banking Associate to join our Seattle office. You will support transaction execution for sell-side M&A and other corporate finance engagements, including research and analysis, client communications, and document preparation.

You’ll collaborate with senior staff to identify buyers, assess investments, and manage deliverables while mentoring junior team members. A strong finance background and license readiness are essential.

Qualifications

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

Responsibilities

• Sell-side M&A transaction analysis and documentation, including pitchbooks and marketing documents.
• Identify buyers for sell-side clients and track deal-related information.
• Assist buy-side evaluation by examining financial engagements and valuations.
• Act as a point of contact for clients and support pitching and transaction execution.
• Prepare client-facing documents with strong written and verbal communication.
• Assist in recruitment, development, and training of junior resources.
• Coordinate time-bound deliverables from the junior team to meet timelines.

Skills

Financial modeling

Valuation analyses

Client presentations

M&A process knowledge

Market research

Education

Bachelor's degree in finance/Economics/Business/Accounting or related

Tools

Excel

PowerPoint

Word

Adobe

PitchBook

Job description

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.

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

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.