Senior Investment Banking Analyst

CLA (CliftonLarsonAllen); Seattle (WA); Sur place; USD 125 000 - 225 000; Plein temps

Avantages offerts par ce poste

Health insurance

Dental insurance

Vision insurance

401k

Résumé du poste

CLA Meridian Capital is seeking an Investment Banking Associate for our Seattle, WA office. The role supports transaction execution and research across sell-side M&A and other corporate finance engagements, while coordinating with analysts and senior bankers.

You will conduct financial modeling, prepare pitchbooks and marketing documents, identify buyers, and assist in buy-side analysis. A strong client-facing posture and leadership are essential for success.

Qualifications

• 2 years of relevant investment banking experience required.
• Bachelor’s degree in finance, economics, business management, or accounting (or equivalent).
• Series 63 and 79 licenses required within 6 months of hire.

Responsabilités

• Sell-side M&A transaction analysis and documentation, including complex financial models and pitchbooks.
• Identify buyers for sell-side clients and track deal-related information.
• Buy-side execution by evaluating investments and valuations for potential acquisitions.
• Serve as point of contact for clients and support pitching and transaction execution.
• Demonstrate strong written and verbal communication with senior and junior team members.
• Participate in recruitment, development, and training of junior resources.
• Coordinate time-bound deliverables from the junior team to meet deadlines.

Connaissances

Financial modeling

Excel

PowerPoint

Word

Adobe

AI prompts

Communication

Leadership

Project management

Formation

Bachelor’s degree in finance/economics/business/Accounting

Outils

Pitchbook

Adobe

AI prompts

Description du poste

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.
• 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/Protected Veterans/Individuals with Disabilities

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.