Investment Banking Analyst - Summer 2027 - Seattle, WA

About the role

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 an Investment Banking Analyst with an anticipated start date of July 2027.

Primary Responsibilities

• Mergers & Acquisitions: Research and prepare complex financial models and M&A process documents; conduct detailed analysis through trading & transaction comparable modeling; create draft teaser and M&A offering documents; prepare pitch books and client marketing presentations; attend client meetings as needed.
• Buyer identification: Assist in identifying buyers for sell‑side clients through in‑depth research and analysis; track detailed buyer information and other deal‑related data; support due‑diligence activities, including client site visits and vulnerability remediation; manage project vetting, client acceptance, and maintain buyer and sell‑side client databases.
• Transactional support: Support the team with industry research, company due‑diligence, and detailed analyses that inform transaction terms and structure.
• Logistics coordination: Track buyer information; create complex Excel‑based financial models; coordinate schedules with external and internal participants; manage logistics for investment‑banking events.
• Internal client support: Provide project‑management assistance to the Investment Banking team and serve as point person for assigned topics.

Minimum Requirements

• Bachelor’s degree required – degree in Finance, Economics, Business Management, or Accounting strongly preferred.
• Certification: Series 63 to be obtained within 6 months of hire.
• General knowledge of accounting principles and financial reporting.
• Willingness to learn new technologies.
• Proficiency with Microsoft Windows and Office products.
• Reliable transportation and ability to travel to client sites.

Compensation

We pay competitive wages and view compensation as an investment in our people. The compensation range for this position in Washington is: $73,500 – $131,000.

Benefits

To support our CLA family members, we focus on physical, financial, social, and emotional well‑being and offer comprehensive benefit options, including:

• Health insurance
• Dental insurance
• Vision coverage
• 401(k) retirement plan
• Additional wellness programs