Senior Investment Banking Analyst

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 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.