Investment Banking Intern - Summer 2027 - Seattle, WA

CliftonLarsonAllen LLP

Seattle, WA

JOB DETAILS
JOB TYPE
Intern, Full-time
SKILLS
Accounting, Analysis Skills, Banking Services, Communication Skills, Customer Relationship Management (CRM) Systems, Customer Support/Service, Data Analysis, Database Administration, Economics, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Financial Statements, Financial Transactions, Investment Services, Leadership, Marketing Presentation, Mergers and Acquisitions, Microsoft Product Family, Microsoft Windows Operating System, Presentation/Verbal Skills, Research Skills, Sales Analysis, Team Player, Writing Skills
LOCATION
Seattle, WA
POSTED
1 day ago

We strive every day to exemplify our CLA Meridian Capital 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 Meridian Capital is a leading middle market investment banking practice, serving clients across a wide range of industries. The practice differentiates itself through deep industry insights, a customized service approach, and an end-to-end commitment to execution. We provide merger and acquisition advisory, capital raise, and strategic advisory services, helping business owners and leadership teams navigate complex transactions with confidence.


CLA Meridian Capital 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 Investment Banking Interns.


PROGRAM OVERVIEW

This in-office internship is designed for students who are interested in pursuing a career in investment banking and gaining hands-on exposure to middle-market mergers and acquisitions. Interns will work closely with experienced investment bankers and are involved in multiple aspects of live transactions and firm initiatives. Through transaction exposure, financial analysis and modeling, and research-driven assignments, interns gain practical experience in investment banking while developing strong analytical, communication, and professional skills. CLA Meridian Capital's collaborative team environment provides interns with meaningful responsibility and experience across deal teams.



PRIMARY RESPONSIBILITIES


  • Perform in-depth industry and company research
  • Conduct financial statement and sales data analysis
  • Build financial models for company valuations and projections
  • Assist with the drafting of new client pitches, company presentations, and marketing materials
  • Participate in the execution of M&A and financial transactions
  • Maintain CRM database
  • Support senior investment bankers as needed



MINIMUM REQUIREMENTS


  • Working towards the achievement of a bachelor's or master's degree in: Finance, Economics, Business Management or Accounting strongly preferred
  • General knowledge of accounting principles and reporting of financial data
  • Willingness to learn new technologies
  • Demonstrated interest in middle market investment banking
  • Strong oral and written communication skills with excellent research and writing capabilities
  • Analytical thinking with the ability to articulate complex ideas simply and summarize effectively
  • Exceptional work ethic with a high level of enthusiasm, initiative, and leadership potential
  • Proficient with Microsoft (MS) Windows and Office products.
  • Reliable transportation to the office.
  • Working towards the achievement of a bachelor's or master's degree in: Finance, Economics, Business Management or Accounting strongly preferred
  • General knowledge of accounting principles and reporting of financial data
  • Willingness to learn new technologies
  • Demonstrated interest in middle market investment banking
  • Strong oral and written communication skills with excellent research and writing capabilities
  • Analytical thinking with the ability to articulate complex ideas simply and summarize effectively
  • Exceptional work ethic with a high level of enthusiasm, initiative, and leadership potential
  • Proficient with Microsoft (MS) Windows and Office products.
  • Reliable transportation to the office.


The wage range for this position is: $

28- $35

Factors such as geography, experience, education, skills, and knowledge may


impact


position of pay within the range.




#LI-JL1


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