Investment Banking Analyst

FIRM DESCRIPTION

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. Meridian offers its clients unparalleled cross-border capabilities through its partnership in REACH Cross-Border M&A. We have a collegiate, entrepreneurial culture and are hiring top tier individuals to continue growing our practice. Meridian offers competitive total rewards and has continuously been named one of Washington's Best Workplaces by Puget Sound Business Journal.

POSITION SUMMARY

An Investment Banking Analyst at Meridian Capital will be actively involved in the execution of M&A and financing transactions. Meridian's structure gives team members the opportunity to work closely with senior bankers and interact directly with clients to develop key analytical, communication, and sales skills. The Analyst will participate in all aspects of the transaction process, including industry and company research, creating and analyzing financial models, due diligence, deal materials preparation, and deal marketing.

Candidates should be top performers who are willing to work hard in a fast moving, unstructured environment where initiative, creativity, maturity, and enthusiasm for learning are highly valued.

ESSENTIAL FUNCTIONS

• 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)

MINIMUM 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 Power Point
• 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

COMPENSATION AND BENEFITS

Base salary range: $80,000 - $105,000 DOE;
Total compensation (including individual and performance bonus): $80,000 to $180,000.

Meridian Capital offers comprehensive benefits including but not limited to 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.

Meridian Capital is committed to a diverse and inclusive workplace. We are an equal opportunity employer (EEO) and do not discriminate on the basis of race, color, religion, national origin, gender, gender identity or expression, genetic information, sexual orientation, protected veteran status, disability, age, caste, or other legally protected status. In addition to federal law requirements, Meridian Capital complies with applicable state and local laws governing nondiscrimination in employment at each location the firm has offices.