Investment Banking Analyst - M&A - Seattle

CLA (CliftonLarsonAllen)•Seattle, WA

6d•$75,000 - $138,000•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 (M&A) transactions and other corporate finance engagements. It also includes support responsibilities that help the team deliver across client engagements. The Associate conducts transaction analysis and prepares financial models, valuations, pitchbooks, CIMS, marketing materials, and other M&A documents. The role supports buyer identification and buy-side execution, serves as a client contact during engagements, and contributes to business development and transaction execution. The Associate also reviews junior team members’ work, helps recruit, develop, and train junior resources, and coordinates their time-bound deliverables. The position requires non-local travel depending on engagement needs and business development activities. The Washington wage range is $75,000–$138,000, with pay within the range affected by factors such as geography, experience, education, skills, and knowledge. The role may also be eligible for a bonus. CLA offers benefit options supporting physical, financial, social, and emotional well-being, including health, dental, vision, and 401(k).

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 degree equivalent.
Series 63 and Series 79 licenses are required; licenses must be obtained within six 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.

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 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 investments for buyer clients by examining financial engagements and related 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.
Prepare documents and communicate effectively with senior and junior team members.
Participate in recruiting, developing, and training junior resources.
Coordinate junior-team deliverables to ensure timelines are met.