Senior Investment Banking Analyst

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.

Responsibilities

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 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 and tracks detailed information related to those buyers and other M&A deal-related information; Buy Side Execution: assesses companies as investments for buyer clients by examining financial engagements and related valuations, and analyzes financial information needed to forecast trends and support acquisition decisions; Client Support: acts as a point of contact for clients throughout engagements, builds client relationships, and supports pitching to potential clients and transaction execution; Communication: prepares documents and interfaces with senior and junior team members; Leadership: participates in the recruitment, development, and training of junior resources; Project Management: coordinates time-bound deliverables from the junior team to ensure timelines are met

Requirements

2 year relevant industry experience in investment banking; Bachelor's degree in finance, Economics, Business Management, and/or Accounting or related (combination of education and experience may be considered a degree equivalent); Series 63 license and 79 (required to obtain within 6 months of hire date); Proficiency with financial modeling, client presentations, and valuation analyses; Expertise in Excel, PowerPoint, Word, Adobe, Pitchbook, and AI prompts and agents; Non-local travel based on specific engagements and business development activities

Benefits

Comprehensive benefit options including health, dental, vision, 401k and much more; focus on physical, financial, social, and emotional well-being; may be eligible for a bonus