Investment Banking Associate
At a glance
Junior Investment & Corporate Development role at Cliftonlarsonallen. Seattle · full-time · $125,000–$225,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Build financial models and valuation analyses, then prepare pitchbooks, CIMS and other M&A process materials
- Check analysts’ work for data accuracy and assemble information for client presentations and transaction documents
- Research potential buyers for sell-side clients and maintain records on buyers and deal activity
- Evaluate companies for buyer clients by analyzing financial information, valuations and trends relevant to acquisition decisions
- Coordinate junior-team deadlines, support client relationships and contribute to recruiting and training junior staff
What you bring
- At least two years of relevant investment banking experience
- A bachelor’s degree in finance, economics, business management, accounting or a related area; equivalent education and experience may qualify
- You must hold Series 63 and Series 79 licenses or obtain them within six months of starting
- You can model financials, build client presentations and perform valuation analysis, using Excel, PowerPoint or another listed tool
Who this fits
This role suits an investment banking associate who can handle transaction analysis while coordinating junior colleagues and supporting client work. The position is based in Seattle and includes non-local travel for engagements and business development.
From the employer
CLA Meridian Capital, a premier middle-market investment bank with over three decades of experience advising clients, is seeking an Investment Banking Associate to join our growing team in the Seattle, WA office. This role provides transaction execution assistance along with research and analytical support to the Investment Banking team, helping to execute Mergers & Acquisition transactions (predominately sell-side) and other corporate finance engagements. The position also takes on a range of support responsibilities that enable the Investment Banking teams to deliver successfully across all client engagements.
Essential Job Functions:
Sell-Side M&A transaction analysis and documentation: Researches and prepares complex financial models and M&A process documents including pitchbooks, CIMS, and marketing documents. Conducts detailed and rigorous analysis on financial models and valuations. Reviews of deliverables prepared by analysts to ensure accurate data. Compiles data and assists in preparing PowerPoint pitch books for client presentations and related M&A transaction documents. Collaborates with internal and external stakeholders on M&A transactions.
Buyer Identification: Conducts research to identify buyers for sell-side clients. Tracks detailed information related to those buyers, as well as other M&A deal-related information.
Buy Side Execution: Assesses companies as investments for buyer clients by examining financial engagements and related valuations. Analyzes financial information needed to forecast trends and support sound acquisition decisions.
Client Support: Acts as a point of contact for clients throughout engagements. Builds client relationships and actively provides support for pitching to potential clients and transaction execution.
Communication skills: Must have strong written and verbal communication skills to effectively prepare documents and interface with senior and junior team members.
Leadership skills: Participates in the recruitment, development, and training of junior resources.
Project Management: Responsible for coordinating time-bound deliverables from the junior team to ensure timelines are met.
Requirements
Experience
2 year relevant industry experience in investment banking required.
Education
Bachelor’s degree in finance, Economics, Business Management, and/or Accounting or related required (combination of education and experience may be considered a degree equivalent)
Certifications / Licenses
Series 63 license and 79 (required to obtain within 6 months of hire date)
Technical Competencies
Proficiency with financial modeling, client presentations, and valuation analyses. Expertise in Excel, PowerPoint, Word, Adobe, Pitchbook, and AI prompts and agents.
Travel Requirements
There is a level of non-local travel based on specific engagements and business development activities.
The wage range for this position in Washington is: $125,000 - $225,000.
Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. This role may also be eligible for a bonus.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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Wellness at CLA
To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits, click here.
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