Investment Banking Associate - Multiple Locations

Location: Austin, TX; Los Angeles, CA; Menlo Park, CA (technology applicants only); Minneapolis, MN; Seattle, WA

About the role

Cascadia is seeking an experienced Investment Banking Associate to join one of our industry teams: Business Services, Industrials, Technology, or Healthcare. The Associate will be an integral member of every deal team, actively engaged during every phase of the deal process with significant opportunity for client exposure.

Responsibilities

• Day-to-day execution of M&A and capital raising client engagements
• Management of analyst resources
• Managing the creation, review, and refinement of financial models and related analysis
• Drafting information memorandums and management presentations
• Coordinating and attending investor meetings for private placement clients
• Managing due diligence efforts working directly with management teams and investor groups
• Conducting extensive company and industry analyses (trends, M&A, etc.)
• Partnering with senior bankers to support ongoing business development efforts, including pitch books, target identification, participation in calling programs, and industry-specific research
• Partnering with senior bankers to develop ideas for capital market and buyer universe relationships, including ongoing monitoring of portfolio companies

Qualifications

• Approximately 3-5 years of middle market investment banking experience
• Experience managing, coaching, and developing investment banking Analysts
• Strong financial modeling, finance, and accounting skills
• Critical/strategic thinking and market orientation
• Outstanding quantitative and technical skills
• Outstanding written and verbal communication skills
• Strong client management and client service skills
• Self-motivated, proactive work habits
• Mergers & acquisition and capital raises experience for privately held clients
• FINRA Series 79 and 63
• BA/BS degree in Finance or a related field with demonstrated academic excellence

Our Values

• One Firm – We are stronger together. Our success is built on collaboration, diverse perspectives, and a shared purpose and principles. We win as a team.
• Integrity – We uphold the highest ethical standards in everything we do—how we collaborate, serve clients, and pursue opportunities. Trust is our foundation.
• Accountability – We take full ownership of our actions, communicate openly and honestly, and stand behind our decisions and their impact.
• Results – We are sector experts who deliver best-in-class service and exceptional results.