Investment Banking Analyst
CliftonLarsonAllen LLP
Seattle, WA
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JOB DETAILS
SALARY
$68,000–$136,000 Per Year
JOB TYPE
Full-time, Employee
SKILLS
Accounting, Analysis Skills, Computer Security, Consulting, Corporate Finance, Corporate Planning, Customer Support/Service, Data Collection, Due Diligence, Economics, Finance, Financial Modeling, Investment Analysis, Investment Services, Logistics, Marketing Presentation, Mergers and Acquisitions, Outsourcing, Professional Services, Purchasing/Procurement, Research Skills, Sales, Sales Presentation, Transaction Processing/Management
LOCATION
Seattle, WA
POSTED
9 days ago
CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
About the role:
CLA is seeking an Investment Banking Analyst to join our growing team. This role works with the Investment Banking team providing support, analysis, and other services to support the execution of mergers & acquisitions (M&A) and other corporate finance engagements for clients. They are also responsible for a wide range of support duties for the Investment Banking teams to successfully execute on all client engagements.
As an Investment Banking Analyst you will be responsible for:
Mergers & Acquisitions: Researches and prepares complex financial models and M&A process documents; conduct detailed and rigorous analysis through trading & transaction comparables and other modeling. Creates draft teaser & M&A offering documents utilizing the complex financial models. Contributes to pitch books and client marketing presentations.
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 deal-related information. Assists with the due diligence process to include client site visits to gather data and identification and correct vulnerabilities. Responsible for project vetting and ensuring 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, including industry research, company due diligence process, and other detailed research. Conducts multifaceted analyses that help inform terms and structure of transaction.
Logistics Coordination: Tracks information on buyers in Excel and uses other technical programs for financial modeling. Coordinates schedules with external and internal participants, along with logistics for investment banking related events.
Client Support: Provide project management support as needed to Investment Banking team for client pitches. Attends client meetings as needed. Provides research and analysis for various topics as assigned by the MP of Investment Banking to support a wide range of client engagements.
What you will need:
No experience required
Prior internship in investment banking, corporate development, or private equity preferred
Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
Degree in Finance, Economics, Business Management, and/or Accounting or related field preferred.
Our Perks:
Flexible PTO (designed to offer flexible time away for you!)
Up to 12 weeks paid parental leave
Paid Volunteer Time Off
Mental health coverage
Quarterly Wellness stipend
Fertility benefits
Complete list of benefits here
Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. These same factors may cause starting pay to be below or above the posted range.
The compensation range for this position in Washington is: $68,000 - $136,000
This role is eligible for discretionary bonuses based on company performance and other factors.
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.
CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.
EOE/AA Employer/Vets/Disability
About the Company
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CliftonLarsonAllen LLP
CliftonLarsonAllen (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help enhance our client's enterprise value and assist them in growing and managing their related personal assets - all the way from startup to succession and beyond.Our professionals are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With nearly 4,000 people, 90 US locations and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
COMPANY SIZE
1,500 to 1,999 employeesINDUSTRY
Accounting and Auditing Services
FOUNDED
2012
WEBSITE
http://www.claconnect.com/