Senior Investment Banking Associate

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

Job summary

CLA Meridian Capital in Seattle, WA is seeking an Investment Banking Associate to support sell-side M&A and other corporate finance engagements. You will help execute transactions, build complex financial models, and prepare PowerPoint pitchbooks for client presentations.

You will identify buyers, assess investment opportunities, and coordinate deliverables with junior staff while maintaining strong client communication. Some travel is required and a bonus may be offered.

Qualifications

• 2 years of investment banking experience required.
• Bachelor’s degree in finance, economics, business management, and/or accounting required.
• Strong Excel, PowerPoint, Word proficiency.
• Series 63 and 79 must be obtained within 6 months.

Responsibilities

• Sell-side M&A analysis and documentation including pitchbooks, CIMs, and marketing documents.
• Buyer identification and tracking for sell-side clients.
• Buy side assessment and valuation support for investment opportunities.
• Client relationship management and engagement support.
• Prepare client-ready materials and coordinate with junior staff to meet deadlines.
• Lead/coordinate projects and ensure timely delivery of deliverables.

Job description

About the role:

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.