Investment Banking Analyst

Position Overview

Meridian Capital is a leading middle-market investment bank with three offices serving the Western U.S., providing strategic merger and acquisitions (M&A) advisory and corporate finance services. The firm differentiates itself through deep industry insights, a customized service approach, and an end-to-end commitment to execution. Key industry practices include aerospace, agribusiness, consumer, engineering & construction, food & beverage, industrials, technology, and telecom. Meridian serves the middle-market with transaction values between $30 million and $1 billion and offers unparalleled cross-border capabilities through its partnership in REACH Cross-Border M&A. Meridian offers competitive total rewards and has continuously been named one of Washington's Best Workplaces by Puget Sound Business Journal.

An Investment Banking Analyst at Meridian Capital will be actively involved in the execution of M&A and financing transactions. Working closely with senior bankers and interacting directly with clients, the Analyst will develop key analytical, communication, and sales skills while participating in industry and company research, financial modeling, due diligence, deal materials preparation, and deal marketing. Candidates should be top performers who thrive in a fast-moving, unstructured environment and display initiative, creativity, maturity, and an enthusiasm for learning.

Key Responsibilities

• Conduct financial analysis, including building detailed financial models and performing valuation analyses
• Prepare presentation materials, pitch books, and transaction-related documents
• Manage due diligence processes and market research activities
• Support the execution of transactions by coordinating with clients, legal teams, and other stakeholders
• Monitor industry trends, regulatory developments, and market conditions
• Contribute to client meetings and presentations alongside senior bankers
• Develop a deep understanding of our clients' businesses and strategic objectives
• Identify, research, and analyze M&A and financing opportunities
• Perform in-depth company and industry research
• Support senior bankers and manage day-to-day execution of M&A and financing transactions
• Cultivate industry expertise to support long term business development initiatives
• Interview, train, and manage junior resources (Analysts and Interns)

Required Qualifications

• BA degree in Accounting, Business Administration, Economics, or Finance with a strong academic track record
• Prior internship or work experience in investment banking, corporate finance, or related areas
• Proficiency in financial modeling and valuation techniques
• Extensive knowledge of accounting, corporate finance, and financial modeling
• Exceptional work ethic with a high level of enthusiasm, initiative, and leadership potential
• Excellent listening, interpersonal, written, and verbal communication skills with the ability to distill complex information into clear and concise presentations
• Strong critical thinking, attention to detail, and proactive problem solving skills
• Highly proficient in SharePoint applications, Excel, and PowerPoint
• Ability to thrive in a fast-paced, team-oriented environment and manage multiple priorities effectively
• Enthusiasm for learning and a proactive attitude towards professional development

Preferred Qualifications

• FINRA Series 63 and 79

Benefits & Perks

• Base salary range: $80,000 - $105,000 DOE
• Total compensation (including individual and performance bonus): $80,000 to $180,000
• Comprehensive benefits including employee rewards, health care (medical/dental/vision), retirement benefits with employer match, paid time off, paid holidays, parental leave, transportation stipend, wellness stipend, and other fringe benefits