Investment Banking Analyst

CLA (CliftonLarsonAllen) • Seattle, WA

1d • $75,000 - $138,000 • Onsite

About The Position

CLA Meridian Capital is seeking an Investment Banking Analyst for its Seattle, Washington office. The analyst provides transaction execution assistance, research, and analytical support to the Investment Banking team, primarily supporting sell-side M&A transactions and other corporate finance engagements. The role also includes support responsibilities that help the teams deliver across client engagements.

The analyst researches and prepares financial models, valuations, pitchbooks, CIMS, marketing materials, and other M&A process documents; identifies and tracks potential buyers; and evaluates companies and financial information to support buy-side acquisition decisions. The position involves client support and relationship-building, coordination of junior-team deliverables, and participation in recruiting, developing, and training junior resources. Non-local travel may be required based on engagements and business development activities.

Requirements

• At least 2 years of relevant industry experience in investment banking.
• Bachelor’s degree in finance, economics, business management, accounting, or a related field; a combination of education and experience may be considered equivalent.
• Series 63 and Series 79 licenses are required; they must be obtained within 6 months of hire.
• Proficiency in financial modeling, client presentations, and valuation analyses.
• Expertise in Excel, PowerPoint, Word, Adobe, Pitchbook, and AI prompts and agents.
• Strong written and verbal communication skills to prepare documents and interact effectively with senior and junior team members.

Responsibilities

• Research and prepare complex financial models and M&A process documents, including pitchbooks, CIMS, and marketing documents.
• Conduct detailed analysis of financial models and valuations and review analyst-prepared deliverables for data accuracy.
• Compile data and assist in preparing PowerPoint pitchbooks, client presentations, and related M&A transaction documents.
• Collaborate with internal and external stakeholders on M&A transactions.
• Research and identify potential buyers for sell-side clients and track buyer and deal-related information.
• Assess companies as investments for buy-side clients by examining financial information and valuations.
• Analyze financial information to forecast trends and support acquisition decisions.
• Serve as a client point of contact throughout engagements, build client relationships, and support pitching and transaction execution.
• Participate in recruiting, developing, and training junior resources.
• Coordinate time-bound deliverables from the junior team to ensure timelines are met.
• Travel locally or outside the local area based on specific engagements and business development activities.

Benefits

• Comprehensive benefit options supporting physical, financial, social, and emotional well-being, including health, dental, vision, and 401(k).
• The role may be eligible for a bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level