M&A Analyst — Seattle: Growth, Impact & Collaboration

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

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.