Investment Banking Analyst - Summer 2027 - Seattle, WA

We strive every day to exemplify our CLA values – curious, collaborative, transparent, inclusive, and reliable. We are looking for individuals who believe in accountability for one’s actions, take the initiative to make their vision a reality and place honesty, professionalism, conscientiousness and trust above all else.

CLA is dedicated to building a culture that welcomes different beliefs and perspectives, so we can truly know and help our clients, communities, and each other.

Our Seattle, WA location is seeking anInvestment Banking Analyst.The anticipated start date for this role is: July 2027.

Come and see for yourself! 

PRIMARY RESPONSIBILITIES

• Mergers & Acquisitions: Researches and prepares complex financial models and M&A process

documents; conducts detailed and rigorous analysis through trading & transaction comparable andother modeling. Creates draft teaser & M&A offering documents utilizing the complex financial models; prepares pitch books & client marketing presentations using independent judgment to tailor; attends client meetings as needed.

• Buyer identification: Assists in the identification of buyers for sell-side clients through in-depth

research and analysis. Tracks detailed information related to those buyers as well as other M&A/dealrelated information. Assists with the due diligence process to include but not limited to client site visits to gather data and identification and correction of areas of due diligence vulnerability. Responsible for project vetting and client acceptance as well as development and maintenance of the buyer and sell-side client database.

• Transactional support: Supports team as needed with aspects of the transaction process, includingbut not limited to industry research, company due diligence process, and detailedresearch as needed.

• Conducts multifaceted analyses that help inform terms and structure of transaction.

• Logistics Coordination: Tracks information on buyers; create complex excel based and other technicalprogram financial modeling, coordinate schedules with external and internal participants along withlogistics for investment banking related events.

• Internal Client Support: Provides project management support as needed to Investment Banking

team. Serves as point person for various topics as assigned.

MINIMUM REQUIREMENTS

• Bachelor’s degree required – Degree in Finance, Economics, Business Management, Accounting strongly preferred.

• Certifications / Licenses - Series 63 within 6 months of hire.

• General knowledge of accounting principles and reporting of financial data.

• Willingness to learn new technologies.

• Proficient with Microsoft (MS) Windows and Office products.

• Reliable transportation and ability to travel to client sites.