Investment Banking Associate
Seattle, WAFull-time$125–225K/yrPosted 1w agoStill listed 3 days ago
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Job overview
CLA Meridian Capital is seeking an Investment Banking Associate for its Seattle office. The role supports sell-side M&A transactions and other corporate finance engagements through transaction execution, research, financial analysis, and client support. The associate prepares models and transaction materials, identifies buyers, assesses acquisition opportunities, coordinates junior-team deliverables, and contributes to recruiting, development, and training.
Skills & qualifications
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Full job description
About the role: 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.
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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.
How this job compares
Set against the 282 open M&A jobs on Olive Jobs, counted November 14, 2026.
- Pay
- This posting$125–225K/yr
- US median$120–226K/yr266 salary ranges
This range's midpoint, $175K, is 4% above the US median midpoint ($168K) — in the middle half of M&A salary ranges across the US.
- Openings
- Olive Jobs lists 282 open M&A jobs across the US. 2% of them nationwide are listed as remote or flexible.
- Hiring the most across the US
- Deloitte99 open
- ThermoFisher Scientific48 open
- Indeed32 open
- Experience
- This posting asks for at least 2 years of experience — less than three in four M&A postings that state a minimum ask for (median 5 years, across 270 postings).
- Education
- 178 of the 282 open M&A jobs (63%) ask for a bachelor's degree or higher.
Counted across the open, public US postings on Olive Jobs on November 14, 2026. Figures based on too few postings are left out.
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