Senior Investment Banking Analyst

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

Benefits offered by this job

Bonus eligible

Travel opportunities

Job summary

CLA Meridian Capital in Seattle, WA is seeking an Investment Banking Associate to join our growing team. You will support transaction execution, build complex financial models, and prepare M&A documentation including pitchbooks and CIMS for sell-side engagements.

The role requires 2 years of relevant investment banking experience, a finance-related degree, and licenses (Series 63/79) within 6 months. Expect travel and collaboration across stakeholders to drive client outcomes.

Qualifications

• 2 years relevant investment banking experience.
• Bachelor’s degree in finance, economics, business management, and/or accounting or related.
• Series 63 license and 79 (to be obtained within 6 months of hire).
• Proficiency with financial modeling, client presentations, and valuation analyses.
• Expertise in Excel, PowerPoint, Word, Adobe, Pitchbook, and AI prompts and agents.

Responsibilities

• Sell-Side M&A transaction analysis and documentation, including pitchbooks and market materials.
• Identify buyers, conduct research, and support deal execution and client communications.
• Assist in due diligence, financial modeling, and valuation analyses for client engagements.
• Coordinate junior team deliverables and manage timelines for engagements.

Skills

Financial Modeling

M&A Analysis

Pitchbooks

Valuation

Excel

PowerPoint

Client Presentations

Communication Skills

Leadership

Project Management

Education

Bachelor’s degree in Finance

Economics

Business Management

Accounting

Tools

Pitchbook

Excel

PowerPoint

Word

Adobe

Job description

CLA Meridian Capital, a premier middle‑market investment bank with over three decades of experience advising clients, is seeking an Investment Banking Associate to join our growing team in the Seattle, WA office. This role provides transaction execution assistance along with research and analytical support to the Investment Banking team, helping to execute Mergers & Acquisition transactions (predominately sell‑side) and other corporate finance engagements. The position also takes on a range of support responsibilities that enable the Investment Banking teams to deliver successfully across all client engagements.

Essential Job Functions

Sell‑Side M&A transaction analysis and documentation: Researches and prepares complex financial models and M&A process documents including pitchbooks, CIMS, and marketing documents. Conducts detailed and rigorous analysis on financial models and valuations. Reviews of deliverables prepared by analysts to ensure accurate data. Compiles data and assists in preparing PowerPoint pitch books for client presentations and related M&A transaction documents. Collaborates with internal and external stakeholders on M&A transactions. Buyer Identification: Conducts research to identify buyers for sell‑side clients. Tracks detailed information related to those buyers, as well as other M&A deal‑related information. Buy Side Execution: Assesses companies as investments for buyer clients by examining financial engagements and related valuations. Analyzes financial information needed to forecast trends and support sound acquisition decisions. Client Support: Acts as a point of contact for clients throughout engagements. Builds client relationships and actively provides support for pitching to potential clients and transaction execution. Communication skills: Must have strong written and verbal communication skills to effectively prepare documents and interface with senior and junior team members. Leadership skills: Participates in the recruitment, development, and training of junior resources. Project Management: Responsible for coordinating time‑bound deliverables from the junior team to ensure timelines are met.

Requirements

Experience 2 year relevant industry experience in investment banking required.

Education Bachelor’s degree in finance, Economics, Business Management, and/or Accounting or related required (combination of education and experience may be considered a degree equivalent).

Certifications / Licenses Series 63 license and 79 (required to obtain within 6 months of hire date).

Technical Competencies Proficiency with financial modeling, client presentations, and valuation analyses. Expertise in Excel, PowerPoint, Word, Adobe, Pitchbook, and AI prompts and agents.

Travel Requirements

There is a level of non‑local travel based on specific engagements and business development activities.

Salary and Benefits

The wage range for this position in Washington is: $125,000 -$ 225,000 Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

This role may also be eligible for a bonus.

Equal Opportunity Employer

CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Privacy Policy

CLA's privacy policy is available to be viewed on our website.

Reasonable Accommodation

If you require reasonable accommodation when completing an application, interviewing, completing any pre‑employment testing, or otherwise participating in the employee selection process, please contact [e-mail].

About CLA

CLA exists to create opportunities for our clients, our people, and our communities through industry‑focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 120 locations, and a global vision, we promise to know you and help you. For more information visit our website.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC‑registered investment advisor.

Start Your Inspired Career

When you join CLA, you’ll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles — it’s the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.

Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well‑being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well‑being.