Investment Banking Associate

CliftonLarsonAllen • Seattle, WA

12h • 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 supports Investment Banking teams across client engagements. The position involves non-local travel based on specific 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 license required.
• Must obtain Series 79 license within 6 months of hire.
• Proficiency in financial modeling, client presentations, and valuation analyses.
• Expertise with 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 analyst deliverables to ensure data accuracy.
• Compile data and help prepare PowerPoint pitchbooks for 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 potential investments for buyer 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 pitches and transaction execution.
• Communicate effectively in writing and verbally with senior and junior team members and prepare documents.
• Participate in recruiting, developing, and training junior team members.
• Coordinate time-bound deliverables from junior team members to meet project timelines.

Benefits

• Health insurance
• Dental insurance
• Vision insurance
• 401(k)
• The role may be eligible for a bonus.
• Comprehensive benefit options supporting physical, financial, social, and emotional well-being.

What This Job Offers

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