M&A Analyst: Financial Modeling & Client Pitches
CliftonLarsonAllen (CLA)
CliftonLarsonAllen (CLA) in Seattle, WA seeks an Investment Banking Analyst to support M&A research, modeling, and client deliverables. The role requires diligence in preparing teaser documents, pitch books, and transaction materials with independent judgment. The anticipated start date is July 2027. The team values collaboration, accountability, and professional growth, offering opportunities within a supportive, client-facing environment. #J-18808-Ljbffr CliftonLarsonAllen (CLA)
- ...Capital is seeking a Summer 2027 Investment Banking Intern to support live transactions, financial modeling, and market research. You will work closely with senior team members on client materials and business development initiatives, gaining hands-on experience in mergers...FinancialSummer workSummer internship
- ...Wealth Advisors, LLC in Seattle, WA is seeking an Investment Banking Analyst for Summer 2027. You will support M&A processes, build complex financial models, prepare teasers, pitch books, and client presentations, and participate in due diligence. Responsibilities include...FinancialSummer work
- ...LLC in Seattle, WA is seeking an Investment Banking Analyst starting July 2027. The role focuses on mergers... ...CLA environment. Responsibilities include creating financial models, drafting M&A documents, preparing client-facing materials, and coordinating logistics for deals...Financial
- ...students to join its Valuation Services Analysts team, offering world-class training... ...to objective valuations for financial reporting, tax and planning, while... ...present valuation analyses, gather client data, build financial models, and support proposals and client communications...FinancialRelocation package
- 3B Staffing is seeking a Financial Modeling Analyst for a Healthcare client. This remote, contract-to-hire role focuses on financial modeling, forecasting and budgeting for pharmacy programs. You will analyze pricing strategies, rebates and cost containment, support regulatory...FinancialRemote jobContract work
- ...investment bank, is seeking an Analyst to join its ADG team in... ...The role focuses on preparing financial data, performing company valuations, and supporting M&A transactions across the aerospace... ...management presentations, and client pitches, while assisting in marketing...Financial
- LPL Financial, in collaboration with Gesa Credit Union, invites you to join our employee advisor model as a Wealth Advisor serving a local branch. This on-site role focuses on delivering... ...and advisory solutions to the branch’s client base while building a trusted partnership...FinancialLocal area
- ...Insurance Brokers Ltd. in Seattle, WA, seeks an Analyst - Principal Investments to join the... ...executives to evaluate opportunities, model transactions, and support portfolio companies... ...diverse industries. You will develop financial models, perform due diligence, and prepare...Financial
- Greysteel, a leading property advisor, seeks a Financial Analyst to support asset valuation, underwriting, and market research across private... ...estate investments. The role involves building financial models in Excel and Argus, analyzing legal and third-party reports,...Financial
- ...market investment bank and financial advisory firm... ...successfully managing M&A and investment processes... ...analysis, deal execution, and client-facing materials, while... ..., financial modeling, and market research in... ...client presentations, pitch materials, and marketing...FinancialHourly payFull timeSummer workInternshipSummer internshipRelocation
$73.5k - $131k
## Investment Banking Analyst - Summer 2027 - Seattle, WAApply... ...can truly know and help our clients, communities, and each... ...Researches and prepares complex financial models and M&A processdocuments; conducts... ...financial models; prepares pitch books & client marketing presentations...FinancialFull timeSummer work$73.5k - $131k
...can truly know and help our clients, communities, and each... ...seeking an Investment Banking Analyst. The anticipated start date... ...Researches and prepares complex financial models and M&A process documents; conducts... ...financial models; prepares pitch books & client marketing...FinancialSummer work- ...The role of Senior Financial Analyst at brobstongroup.com involves driving planning, forecasting, and analysis while partnering with cross-... ...teams. Candidates will lead variance analysis, develop financial models, and present findings to senior leadership. This hybrid...Financial
- Brighthouse Financial is seeking a Senior Actuarial Associate to lead model validations and research key emerging actuarial issues within life insurance. The role sits in Corporate Risk Management (CRM) and partners with Pricing, Valuation, ALM, and Audit to strengthen...FinancialRemote job
$100k - $125k
Where you'll work Our flexible, hybrid work model offers the option to work remotely or in the office. How you'll contribute As a Senior... ..., finance, mathematics, or related field is preferred. Strong financial modeling knowledge and experience. Advanced experience with...FinancialRemote jobTemporary workWork at officeFlexible hours- ...of experience advising clients, is seeking an... ...Functions: Sell-Side M&A transaction analysis and... ...and prepares complex financial models and M&A process documents... ...deliverables prepared by analysts to ensure accurate data... ...preparing PowerPoint pitch books for client presentations...FinancialWork at officeLocal area
- YO AI Labs is seeking an Investment & Finance Expert to evaluate and improve AI models' financial reasoning. This contractor role is remote and requires expertise in investment banking, private equity, VC, hedge funds, or growth equity. You will assess AI outputs on valuation...FinancialRemote jobFor contractors
- Composition Wealth, Seattle, seeks a Strategic Analyst to join our team and accelerate integration of recently acquired firms on the Composition platform. You will support M&A due diligence, build financial models, and contribute to AI initiatives and advisory growth analytics...Financial
$85k - $105k
Job Description Senior Accountant & Client Advisory Lead Location: Gig Harbor, WA Compensation... ...primary accounting advisor, ensuring financial records are accurate, timely, and... ...ensure a smooth transition into our service model before coordinating the ongoing relationship...Financial- ...growing infrastructure-focused organization is seeking an Analyst to support M&A and corporate development efforts. This role will involve... ..., investments, and partnerships, requiring strong financial modeling skills. The ideal candidate has a Bachelor’s degree in finance...FinancialFull timeContract work
- ...At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we... ...role requires flexibility, adaptability and the ability to pitch in and support the team's work at all times Proven record...FinancialContract workLocal areaFlexible hours
- Our client is one of the most prestigious, prominent commercial real estate owners/developers in the metro Washington D.C. area.... ...strongly preferred Excellent working knowledge of Excel and financial modeling required, experience with ARGUS (AE) strongly preferred. Strong...FinancialWork at office
$70k - $80k
...Washington is seeking an Investment Advisor responsible for providing comprehensive advice and customized solutions to help clients achieve financial goals. You will work closely with clients to develop financial plans, recommend investment products, and manage client...Financial- Bank of America is looking for a Financial Advisor based in Bellevue, Washington. The role includes providing tailored financial advice to clients, helping them achieve their financial goals through customized solutions. Responsibilities involve triaging client leads, reviewing...Financial
$80k - $85k
...Client Service Associate The Client Service team is part of a small boutique office of... ...in a collaborative work environment for a financial services/RIA/Broker Dealer firm and have... ...comply with the firm's most current workplace model, which as of October 1, 2025, includes...FinancialWork at office- West Capital Lending is seeking a proactive Loan Officer to guide clients through the loan application process, assess financials, and propose suitable loan options. You will ensure accurate documentation and regulatory compliance while delivering exceptional service. You...Financial
$35.63k - $85k
...Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular... ...and delivering against a client service model Support the team’s marketing strategy by...FinancialTemporary workWork at officeLocal areaWork visa- A clean energy solutions provider in Seattle is seeking an Energy Market Analyst to analyze trends in energy markets and contribute to financial modeling of renewable energy transactions. This position offers a hybrid work schedule and is ideal for early career professionals...Financial
- At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan...Financial
- ...SVP Actuarial Advisor to serve as a strategic partner to brokers and clients, delivering effective actuarial solutions and expanding client services. The role blends leadership with hands-on modeling, risk analysis and client engagement. The position emphasizes collaboration...Work at officeRemote work
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