Senior Investment Banking Associate

CliftonLarsonAllen•Seattle, WA

23h•Onsite

About The Position

CLA Meridian Capital is seeking an Investment Banking Associate to join its growing team in the 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. It also involves support responsibilities that help the teams deliver successfully across client engagements. The Associate researches and prepares complex financial models, valuations, pitchbooks, CIMS, marketing materials, and other transaction documents. The role includes identifying and tracking potential buyers, evaluating companies for buyer clients, supporting clients throughout engagements, and helping with business development and transaction execution. The Associate also reviews analysts’ work, coordinates junior-team deliverables, and participates in recruiting, developing, and training junior resources. The position is based in Seattle and involves non-local travel depending on specific engagements and business development activities. The Washington wage range is $125,000 to $225,000, and the role may also be eligible for a bonus. CLA offers comprehensive benefit options supporting employees’ physical, financial, social, and emotional well-being.

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.
Must obtain Series 79 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 deliverables prepared by analysts for 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 information about buyers and M&A deals.
Assess companies as investments for buyer clients by examining financial information and valuations.
Analyze financial information to forecast trends and support acquisition decisions.
Act as a client 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 time-bound deliverables from the junior team to help ensure timelines are met.