Senior M&A Associate - Sell-Side Lead & Modeling Expert

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

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Financial modeling

Valuation analyses

Client presentations

AI prompts & agents

Ausbildung

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

Tools

Excel

PowerPoint

Word

Adobe

PitchBook

Series 63 license

Series 79 license

Jobbeschreibung

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.