Senior Investment Banking Associate

CliftonLarsonAllen Wealth Advisors LLC; Seattle (WA); Vor Ort; USD 125.000 - 225.000; Vollzeit

Benefits dieser Stelle

Comprehensive benefits (health, dental

Vision and 401k

Zusammenfassung

CLA Meridian Capital in Seattle seeks an Investment Banking Associate to support M&A transactions and other corporate finance engagements. You will perform financial modeling, develop pitch materials, and coordinate with senior staff and clients to drive deal execution.

The role emphasizes thorough analysis, stakeholder communication, and leadership in guiding junior team members through assignments and deliverables.

Qualifikationen

• Bachelor’s degree in finance, economics, business management, accounting or related field.
• 2 years of investment banking experience or related industry.
• Strong financial modeling and valuation skills.
• Excellent written and verbal communication and client interaction abilities.

Aufgaben

• Perform sell-side M&A analysis and prepare related documents (pitchbooks, CIMs).
• Support buyer identification and market research for potential transactions.
• Assist in buy-side evaluation and financial forecast analysis.
• Serve as a point of contact for clients and coordinate with junior staff.
• Contribute to presentation delivery and collaboration with internal/external stakeholders.
• Oversee time-bound deliverables and mentor junior resources.

Kenntnisse

Financial modeling

M&A documentation

Client communication

Team leadership

Project coordination

Research & analysis

Ausbildung

Bachelor’s degree in Finance/Economics/Business/Accounting

Tools

Excel

PowerPoint

Word

PitchBook

Adobe

Jobbeschreibung

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.

Pay

• 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.

Benefits

• 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.

Equal Opportunity and Inclusion Statements

CLA is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

Accessibility and Accommodations

If you require reasonable accommodation when completing an application, interviewing, completing any pre‑employment testing, or otherwise participating in the employee selection process, please contact [e-mail].

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.

Career Growth

When you join CLA, you’ll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles, it’s the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.