Associate - M&A

Cascadia CapitalLos Angeles, MN
Onsite

About The Position

Cascadia is seeking an Experienced Investment Banking Associate to join one of our industry teams, Business Services, Industrials, or Healthcare. The Associate will be responsible for day-to-day execution of M&A and capital raising client engagements, management of analysts, and the creation and review of marketing materials and financial models. Associates at Cascadia Capital are integral members of every deal team and are actively engaged during every phase of the deal process with significant opportunity for client exposure.

Requirements

  • Approximately 3-5 years of middle market investment banking experience
  • Experience managing, coaching and developing investment banking Analysts
  • Strong financial modeling, finance and accounting skills
  • Critical/strategic thinking and market orientation
  • Outstanding quantitative and technical skills
  • Outstanding written and verbal communication skills
  • Team player
  • Strong client management/client service skills
  • Self-motivated, proactive work habits
  • Mergers & acquisition and capital raises experience for privately held clients
  • FINRA Series 79 and 63
  • BA/ BS degree in Finance or a related field with demonstrated academic excellence

Responsibilities

  • Day-to-day execution of client engagements
  • Management of analyst resources
  • Managing the creation of and review/refinement of financial models and related analysis
  • Drafting information memorandums and management presentations
  • Coordinating and attending investor meetings for private placement clients
  • Managing due diligence efforts working directly with management teams and investor groups
  • Extensive company and industry analyses (trends, M&A, etc.)
  • Partnering with senior bankers to support ongoing business development efforts, including pitch books, target identification, participation in calling programs and industry specific research
  • Partnering with senior bankers to develop ideas for capital market and buyer universe relationships, including ongoing monitoring of portfolio companies

Benefits

  • Cascadia Capital is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities.
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