Sell-Side M&A Analyst: Pitchbooks & Modeling (Seattle)

CLA (CliftonLarsonAllen)

Seattle (WA)

On-site

USD 75,000 - 138,000

Full time

34 hours ago

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Benefits offered by this job

Health benefits

401k

Wellness programs

Job summary

CLA Meridian Capital in Seattle is seeking an Investment Banking Analyst to support sell-side M&A transactions and other corporate finance engagements. You’ll help build complex financial models, prepare pitch books, CIMs and marketing documents, and assist with data analysis and client presentations.

The ideal candidate has 2 years of investment banking experience, a bachelor’s degree in finance/economics/accounting, and will obtain Series 63 and 79 within 6 months.

Qualifications

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

Responsibilities

Sell-Side M&A analysis and documentation; prepare pitchbooks, CIMs, and marketing documents.
Identify buyers for sell-side clients and track deal-related information.
Assess buy-side investments by analyzing valuations and forecasting trends.
Support client relationships and assist in pitching and transaction execution.
Coordinate time-bound deliverables and ensure timelines are met.

Skills

Financial modeling

M&A analysis

Client presentations

Research

PowerPoint

Education

Bachelor's degree in finance

Bachelor's degree in economics

Bachelor's degree in accounting

Tools

Excel

PowerPoint

Word

Adobe

Pitchbook

Job description

The ideal candidate has 2 years of investment banking experience, a bachelor’s degree in finance/economics/accounting, and will obtain Series 63 and 79 within 6 months.

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