Sell-Side M&A Associate: Deal Execution & Client Impact

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

Job summary

CLA Meridian Capital, a premier middle-market investment bank, seeks an Investment Banking Associate in Seattle, WA. You will support sell-side M&A analysis, develop complex financial models, and contribute to pitch books and client presentations.

The role emphasizes buyer identification, buy-side evaluation, and active client support, with leadership opportunities and coordination of junior staff to meet deadlines.

Qualifications

• 2 years of relevant investment banking experience.
• Bachelor’s degree in finance, economics, business management, and/or accounting (or equivalent).
• Series 63 and 79 licenses or ability to obtain within 6 months of hire.
• Proficiency in financial modeling, valuation analyses, and client presentations.
• Advanced skills in Excel, PowerPoint, Word, Adobe, PitchBook; familiarity with AI prompts.

Responsibilities

• Support sell-side M&A analyses, models, and pitch books.
• Identify potential buyers and track deal information.
• Assess investments for buy-side opportunities and forecast trends.
• Coordinate client communications and assist in transaction execution.
• Lead junior resources and manage time-bound deliverables.

Skills

Financial modeling

M&A analysis

Client communication

Leadership

Project management

Valuation analysis

Education

Bachelor's degree in Finance/Economics/Business

Tools

Excel

PowerPoint

Word

Adobe

PitchBook

AI prompts

Job description

CLA Meridian Capital, a premier middle-market investment bank, seeks an Investment Banking Associate in Seattle, WA. You will support sell-side M&A analysis, develop complex financial models, and contribute to pitch books and client presentations.

The role emphasizes buyer identification, buy-side evaluation, and active client support, with leadership opportunities and coordination of junior staff to meet deadlines.