Investment Banking Associate

Cascadia Capital is an independent investment bank providing middle-market entrepreneurs, family-owned businesses, and private equity firms with merger and acquisition, capital raising, and strategic advisory services. For over 20 years, the firm has strived to deliver the best outcomes for its clients by leveraging its extensive transaction experience, deep domain expertise, and commitment to building long-term relationships. Cascadia is a pure advisory firm and is not conflicted by trading, lending, research, or cross-selling business. For more information, visit the firm's website at .

Cascadia is seeking an Associate to join our team. The Associate will be involved with our clients across industry groups that focus on end markets such as agriculture, energy, healthcare, industrials, robotics and others. This is a unique opportunity to join one of the most active middle-market practices in the country and play a key role in Cascadia's continued growth and success. The Associate will be responsible for day-to-day execution of M&A and capital raising client engagements, management of analysts, and the creation and review of marketing materials and financial models.

Responsibilities include:

• Day-to-day execution of client engagements
• Management of analyst resources
• Managing the creation of and review/refinement of financial models and related analysis
• Drafting information memorandums and management presentations
• Coordinating and attending investor road shows for private placement clients
• Managing due diligence efforts working directly with management teams and investor groups
• Extensive company and industry analyses (trends, M&A, etc.)
• Partnering with senior bankers to support ongoing business development efforts, including pitch books, target identification, participation in calling programs and industry specific research
• Partnering with senior bankers to develop ideas for capital market and buyer universe relationships, including ongoing monitoring of portfolio companies
• Associates at Cascadia Capital are integral members of every deal team and are actively engaged during every phase of the deal process with significant opportunity for client exposure

The ideal candidate will have the following skills and experience:

• Approximately 2-4 years of middle market investment banking experience
• Exposure to tech and/or tech-enabled sectors a plus, but not required
• Experience managing, coaching and developing investment banking Analysts
• Strong financial modeling, finance and accounting skills
• Critical/strategic thinking and market orientation
• Outstanding quantitative and technical skills
• Outstanding written and verbal communication skills
• Team player
• Strong client management/client service skills
• Self-motivated, proactive work habits
• Mergers & acquisition and capital raises experience for privately-held clients
• FINRA Series 79 and 63
• BA/ BS degree from a top tier university with demonstrated academic excellence.

Cascadia Capital is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. Cascadia Capital is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. A request for reasonable accommodation may be made at any point during the application process or employment with the company.

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