M&A Analyst: Financial Modeling & Client Pitches

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

Job summary

CliftonLarsonAllen (CLA) in Seattle, WA seeks an Investment Banking Analyst to support M&A research, modeling, and client deliverables. The role requires diligence in preparing teaser documents, pitch books, and transaction materials with independent judgment.

The anticipated start date is July 2027. The team values collaboration, accountability, and professional growth, offering opportunities within a supportive, client-facing environment.

Qualifications

• Bachelor’s degree required in Finance, Economics, Business Management or Accounting.
• Proficient with Microsoft Office products.
• Strong analytical and numerical skills.

Responsibilities

• Research and build complex financial models for M&A and related documents.
• Identify buyers for sell-side clients through in-depth research and data gathering.
• Support the deal process with industry and due diligence research and analysis.
• Conduct detailed analyses to inform terms and structure of transactions.
• Coordinate logistics for investment banking events and client meetings.
• Provide project management support to the Investment Banking team.

Skills

Analytical skills

Microsoft Office

Attention to detail

Education

Bachelor's degree in Finance, Economics, Business Management, or Accounting

Tools

MS Excel

Microsoft Office Suite

Job description

CliftonLarsonAllen (CLA) in Seattle, WA seeks an Investment Banking Analyst to support M&A research, modeling, and client deliverables. The role requires diligence in preparing teaser documents, pitch books, and transaction materials with independent judgment.

The anticipated start date is July 2027. The team values collaboration, accountability, and professional growth, offering opportunities within a supportive, client-facing environment.