Investment Banking Associate

CLA (CliftonLarsonAllen)•Seattle, WA

23h•$125,000 - $225,000•Onsite

About The Position

CLA Meridian Capital is seeking an Investment Banking Associate for its Seattle, Washington office. The role provides transaction execution assistance, research, and analytical support to the Investment Banking team, primarily for sell-side mergers and acquisitions and other corporate finance engagements. The Associate also provides support that helps the team deliver across client engagements. The position involves preparing financial models, valuations, pitchbooks, CIMS, marketing materials, and other transaction documents; researching potential buyers; assessing acquisition opportunities for buy-side clients; and supporting clients throughout engagements. The Associate also reviews analysts’ work, coordinates junior-team deliverables, and participates in recruiting, developing, and training junior team members. Non-local travel may be required based on engagements and business development activities.

Requirements

Two 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, with the licenses to be obtained within six months of hire.
Proficiency with 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.

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.
Review deliverables prepared by analysts to ensure data accuracy.
Compile data and assist in preparing PowerPoint pitchbooks for client presentations and related M&A transaction documents.
Collaborate with internal and external stakeholders on M&A transactions.
Research and identify buyers for sell-side clients and track buyer and other 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.
Act as a client point of contact throughout engagements, build client relationships, and support pitching and transaction execution.
Prepare documents and communicate with senior and junior team members.
Participate in recruiting, developing, and training junior resources.
Coordinate time-bound deliverables from the junior team to ensure timelines are met.