Sell-Side M&A Associate – Seattle

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

Benefits offered by this job

Comprehensive benefits

Job summary

CLA Meridian Capital, a premier middle-market investment bank, seeks an Investment Banking Associate to join our Seattle, WA team. You will assist in transaction execution, research, and analysis for M&A and corporate finance engagements, including sell-side support and client interaction.

Essential duties include creatingComplex financial models, preparing pitchbooks, identifying buyers, and coordinating deliverables with junior staff.

Qualifications

• Proficiency with financial modeling, client presentations, and valuation analyses.
• Bachelor’s degree in finance, economics, business management, and/or accounting or related field.
• Two years of relevant investment banking experience required.
• Series 63 license and 79 license within 6 months of hire.

Responsibilities

• Sell-side M&A transaction analysis and documentation including pitchbooks and marketing documents.
• Identify buyers for sell-side engagements and track deal-related information.
• Assess companies as investments for buyer clients and analyze related valuations.
• Act as a point of contact for clients and support for pitching and transaction execution.
• Communicate clearly in written and verbal form with team members and clients.
• Participate in recruitment, training, and development of junior resources.
• Coordinate time-bound deliverables to meet project timelines.

Skills

Financial modeling

Client presentations

Valuation analyses

Education

Bachelor's degree in finance, Economics, Business Management, and/or Accounting

Tools

Excel

PowerPoint

Word

Adobe

Pitchbook

AI prompts

Job description

CLA Meridian Capital, a premier middle-market investment bank, seeks an Investment Banking Associate to join our Seattle, WA team. You will assist in transaction execution, research, and analysis for M&A and corporate finance engagements, including sell-side support and client interaction.

Essential duties include creatingComplex financial models, preparing pitchbooks, identifying buyers, and coordinating deliverables with junior staff.