Investment Associate Jobs in Washington
Investment Associate jobs in Washington are concentrated in Seattle's asset management, venture capital, and private equity ecosystem, with additional demand in Bellevue and Tacoma, covering entry-level analyst support through senior associate roles. Firms like Madrona Venture Group, Russell Investments, and TIAA have lasting hiring presences in the state, particularly for associates focused on portfolio analysis, deal sourcing, and fund operations. Washington's technology-driven economy makes associates with expertise in growth equity and tech-sector due diligence especially competitive. Find a role that fits below and apply directly.
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Showing 4 of 6+ Investment Associate jobs
About the role:
CLA Meridian Capital, a premier middle-market investment bank with over three decades of experience advising clients, is seeking an Investment Banking Associate to join our growing team in the Seattle, WA office. This role provides transaction execution assistance along with research and analytical support to the Investment Banking team, helping to execute Mergers & Acquisition transactions (predominately sell-side) and other corporate finance engagements. The position also takes on a range of support responsibilities that enable the Investment Banking teams to deliver successfully across all client engagements.
Essential Job Functions:
Sell-Side M&A transaction analysis and documentation: Researches and prepares complex financial models and M&A process documents including pitchbooks, CIMS, and marketing documents. Conducts detailed and rigorous analysis on financial models and valuations. Reviews of deliverables prepared by analysts to ensure accurate data. Compiles data and assists in preparing PowerPoint pitch books for client presentations and related M&A transaction documents. Collaborates with internal and external stakeholders on M&A transactions.
Buyer Identification: Conducts research to identify buyers for sell-side clients. Tracks detailed information related to those buyers, as well as other M&A deal-related information.
Buy Side Execution: Assesses companies as investments for buyer clients by examining financial engagements and related valuations. Analyzes financial information needed to forecast trends and support sound acquisition decisions.
Client Support: Acts as a point of contact for clients throughout engagements. Builds client relationships and actively provides support for pitching to potential clients and transaction execution.
Communication skills: Must have strong written and verbal communication skills to effectively prepare documents and interface with senior and junior team members.
Leadership skills: Participates in the recruitment, development, and training of junior resources.
Project Management: Responsible for coordinating time-bound deliverables from the junior team to ensure timelines are met.
Requirements
Experience
2 year relevant industry experience in investment banking required.
Education
Bachelor’s degree in finance, Economics, Business Management, and/or Accounting or related required (combination of education and experience may be considered a degree equivalent)
Certifications / Licenses
Series 63 license and 79 (required to obtain within 6 months of hire date)
Technical Competencies
Proficiency with financial modeling, client presentations, and valuation analyses. Expertise in Excel, PowerPoint, Word, Adobe, Pitchbook, and AI prompts and agents.
Travel Requirements
Ts a level of non-local travel based on specific engagements and business development activities.
The wage range for this position in Washington is: $125,000 - $225,000.
Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. This role may also be eligible for a bonus.
#LI-SW1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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.
About the role:
CLA Meridian Capital, a premier middle-market investment bank with over three decades of experience advising clients, is seeking an Investment Banking Associate to join our growing team in the Seattle, WA office. This role provides transaction execution assistance along with research and analytical support to the Investment Banking team, helping to execute Mergers & Acquisition transactions (predominately sell-side) and other corporate finance engagements. The position also takes on a range of support responsibilities that enable the Investment Banking teams to deliver successfully across all client engagements.
Essential Job Functions:
Sell-Side M&A transaction analysis and documentation: Researches and prepares complex financial models and M&A process documents including pitchbooks, CIMS, and marketing documents. Conducts detailed and rigorous analysis on financial models and valuations. Reviews of deliverables prepared by analysts to ensure accurate data. Compiles data and assists in preparing PowerPoint pitch books for client presentations and related M&A transaction documents. Collaborates with internal and external stakeholders on M&A transactions.
Buyer Identification: Conducts research to identify buyers for sell-side clients. Tracks detailed information related to those buyers, as well as other M&A deal-related information.
Buy Side Execution: Assesses companies as investments for buyer clients by examining financial engagements and related valuations. Analyzes financial information needed to forecast trends and support sound acquisition decisions.
Client Support: Acts as a point of contact for clients throughout engagements. Builds client relationships and actively provides support for pitching to potential clients and transaction execution.
Communication skills: Must have strong written and verbal communication skills to effectively prepare documents and interface with senior and junior team members.
Leadership skills: Participates in the recruitment, development, and training of junior resources.
Project Management: Responsible for coordinating time-bound deliverables from the junior team to ensure timelines are met.
Requirements
Experience
2 year relevant industry experience in investment banking required.
Education
Bachelor’s degree in finance, Economics, Business Management, and/or Accounting or related required (combination of education and experience may be considered a degree equivalent)
Certifications / Licenses
Series 63 license and 79 (required to obtain within 6 months of hire date)
Technical Competencies
Proficiency with financial modeling, client presentations, and valuation analyses. Expertise in Excel, PowerPoint, Word, Adobe, Pitchbook, and AI prompts and agents.
Travel Requirements
Ts a level of non-local travel based on specific engagements and business development activities.
The wage range for this position in Washington is: $125,000 - $225,000.
Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. This role may also be eligible for a bonus.
#LI-SW1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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.
See All 6 Investment Associate Jobs in Washington
Find roles in Washington that match your experience and apply in just a few clicks.
Find Investment Associate JobsInvestment Associate Jobs by City in Washington
Where Washington roles are concentrated, by current openings.
Investment Associate Job Market in Washington
A snapshot from current Washington openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Fintech
- Staffing & Recruiting
- Banking & Financial Services
- Investment & Asset Management
What Washington Employers Look For
The qualifications that appear most often in investment associate jobs across Washington.
- Bachelor's degree in finance, economics, or a related quantitative field required
- Series 63 or Series 65 license registered with Washington State Department of Financial Institutions preferred
- Two or more years of financial modeling, valuation, or investment analysis experience
- Proficiency in Excel-based financial modeling and data analysis tools such as Bloomberg or FactSet
- Strong written and verbal communication skills for presenting investment theses to stakeholders
- CFA candidacy or progress toward the CFA charter viewed favorably by Washington employers
Investment Associate Jobs in Washington: Frequently Asked Questions
How do you become a investment associate in Washington?
Most investment associate roles in Washington require a bachelor's degree in finance, economics, or accounting, followed by registration with the Washington State Department of Financial Institutions if the role involves advising or managing client assets. Associates working at registered investment advisers typically need a Series 65 license. Firms in Seattle's private equity and venture capital space often prioritize candidates who have completed a finance internship or hold progress toward the CFA charter.
Which companies hire investment associates in Washington?
Employers hiring investment associates in Washington right now include CliftonLarsonAllen, Jobot, and Greysteel, based on current listings on Migrate Mate as of November 2026. Washington's concentration of asset managers, technology-focused venture funds, and institutional investors in the Seattle and Bellevue corridor drives consistent demand across both established firms and growth-stage funds.
Which Washington cities have the most investment associate jobs?
Seattle and Spokane account for the largest share of investment associate openings in Washington. Seattle dominates because of its dense cluster of asset managers, venture capital firms, and financial services companies, while Bellevue's corporate headquarters and private equity presence draw significant hiring, and Tacoma contributes through institutional investors and regional financial firms serving the South Sound.
Are there remote investment associate jobs in Washington?
Yes, though they are less common than in purely analytical or technology roles, since many investment associate positions involve in-person due diligence, client meetings, and deal team collaboration. About 0% of investment associate openings tied to Washington are remote or hybrid as of November 2026, with remote work most frequently available for fund research, portfolio monitoring, and financial modeling responsibilities.
How can I get hired as a investment associate in Washington with little or no experience?
The most realistic entry path is a financial analyst or junior analyst role at a Seattle-area asset manager, bank, or corporate finance team, which builds the modeling and research skills investment associate positions require. Russell Investments and TIAA both run structured associate programs suited to recent graduates. Completing the Series 65 exam through the Washington State Department of Financial Institutions before applying signals commitment and removes a hiring barrier that many candidates face.
Where can I find and apply to investment associate jobs in Washington?
You can find and apply to investment associate jobs in Washington on Migrate Mate, which lists current Washington openings updated regularly. Find the roles that fit your background and apply directly to the ones that match your experience and target location.
See All 6 Investment Associate Jobs in Washington
Find roles in Washington that match your experience and apply in just a few clicks.
Find Investment Associate Jobs