Senior M&A Analyst — Sell-Side Transactions & Valuations
CliftonLarsonAllen Wealth Advisors, LLC
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Benefits offered by this job
Job summary
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.
Responsibilities
- 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.
Skills
Education
Tools
Job description
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.
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