Senior Investment Banking Analyst

CliftonLarsonAllen Wealth Advisors, LLC; Seattle (WA); Sur place; USD 125 000 - 225 000; Plein temps

Avantages offerts par ce poste

Health benefits

Dental

Vision

401k

Résumé du poste

Meridian Capital in Seattle, WA is seeking a Senior Investment Banking Analyst to support sell-side M&A transactions and other corporate finance engagements. You will perform complex financial modeling, prepare pitch books, CIMS, and marketing materials, and assist senior bankers in deal execution.

Responsibilities include buyer research, due diligence support, client communications, and coordinating junior staff to meet deadlines.

Qualifications

• Bachelor’s degree in finance, economics, business management, and/or accounting or related field.
• Proficiency in financial modeling, valuations, and presentations.
• Series 63 and 79 licenses required to obtain within 6 months.

Responsabilités

• Sell-side M&A transaction analysis and documentation; build complex financial models and valuation analyses.
• Prepare pitch books, CIMS, and marketing documents for client engagements.
• Identify buyers, assist in buy-side evaluations, and support deal execution and client communications.

Connaissances

Financial modeling

Client presentations

Valuation analyses

Excel

PowerPoint

Word

Adobe

Pitchbook

AI prompts and agents

Formation

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

Series 63 license (required to obtain within 6 months)

Series 79 license (required to obtain within 6 months)

Outils

Excel

PowerPoint

Word

Adobe

Pitchbook

Description du poste

Senior Investment Banking Analyst### Senior Investment Banking AnalystApply: Seattle, WA: Full time: Posted Today: R18377CLA 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**Experience2 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.* #LI-SW1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. **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. To view a complete list of benefits, click here.**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.*