Investment Banking Intern - Summer 2027 - Seattle, WA

C

CLA (CliftonLarsonAllen)

Posted 3 months ago

Internship

Seattle, Washington

In Person

Smart Summary

Responsibilities

Interns will perform in-depth industry research and build financial models for company valuations and projections. They will also assist in drafting client pitches and supporting the execution of M&A and financial transactions.

Qualifications

You are pursuing a bachelor's or master's degree in Finance, Economics, Business Management, or Accounting and have a demonstrated interest in middle-market investment banking. You possess general knowledge of accounting principles, strong analytical and research skills, and proficiency in Microsoft Office.

Must Have Skills for ATS

Financial Modeling

Mergers and Acquisitions

Financial Analysis

Valuation

Financial Reporting

Microsoft Office

CRM database

Job Description

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.

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
 
Click here to learn about your hiring rights.

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.

C

CLA (CliftonLarsonAllen)

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 9,000 people, 130 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. 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 Hiring rights: https://www.claconnect.com/general/equal-employment-opportunity Disclaimer: http://www.CLAconnect.com/Disclaimer/
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