Investment Banking Analyst - Fall 2026 - Seattle, WA

Primary Responsibilities

• Mergers & Acquisitions: Researches and prepares complex financial models and M&A process documents; conducts detailed and rigorous analysis through trading & transaction comparable and other 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/deal related 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, including but not limited to industry research, company due diligence process, and detailed research 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 technical program financial modeling, coordinate schedules with external and internal participants along with logistics 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.

Pay

The compensation range for this position in Washington is: $70,000.00 – $138,000.00