Senior Investment Banking Associate
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 (M&A) and other corporate finance engagements. It also includes support responsibilities that help the Investment Banking teams deliver across client engagements. The Associate researches and prepares financial models, valuations, pitchbooks, CIMS, marketing materials, and other M&A process documents; identifies and tracks potential buyers; and supports buy-side clients by assessing companies, financial information, and valuations. The role involves client contact and relationship-building, supporting pitching and transaction execution, reviewing analysts’ deliverables, and coordinating junior-team deliverables to meet deadlines. The position includes participation in recruitment, development, and training of junior resources. Non-local travel may be required depending 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 to a degree.
- Series 63 license and Series 79 license, with both required to 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 for preparing documents and interfacing 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.
- Review analysts’ deliverables to ensure data accuracy.
- Compile data and assist in preparing PowerPoint pitchbooks 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 deal-related information.
- Assess companies as potential 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 and build client relationships.
- Support pitching to potential clients 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 non-locally as required by specific engagements and business development activities.
Benefits
- Health benefits
- Dental insurance
- Vision insurance
- 401(k)
- Additional comprehensive benefit options supporting physical, financial, social, and emotional well-being
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What This Job Offers
Job Type
Full-time
Career Level
Senior
