Senior Investment Banking Associate

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

Job summary

CLA Meridian Capital, in Seattle, seeks an Investment Banking Associate to support M&A transactions and related engagements. You will help build financial models, prepare pitch books, and coordinate with clients and internal teams to ensure timely delivery of high-quality analysis.

The role requires 2+ years in investment banking, a finance-related degree, and licenses (Series 63 and 79 within 6 months). Strong Excel, PowerPoint, and communication skills are essential.

Qualifications

• 2 years of relevant investment banking experience.
• Bachelor’s degree in finance, economics, business management or accounting.
• Licenses: Series 63 and 79 (to be obtained within 6 months)
• Proficiency with financial modeling, presentations, and valuations.

Responsibilities

• Sell-side M&A transaction analysis and documentation, including pitchbooks and marketing documents.
• Identify potential buyers for sell-side engagements.
• Assist in buy-side evaluation and valuations for client opportunities.
• Support client relationships and prepare client-facing materials.
• Communicate clearly with senior and junior team members; assist in training
• Coordinate timely deliverables with junior resources.

Skills

Financial modeling

Valuation analyses

Client presentations

AI prompts & agents

Education

Bachelor’s degree in finance, economics, business management, or accounting

Tools

Excel

PowerPoint

Word

Adobe

PitchBook

Series 63 license

Series 79 license

Job description

Senior Investment Banking Associate### Senior Investment Banking AssociateApply: Seattle, WA: Full time: Posted Today: R18375**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**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.*