Investment Jobs in Washington
Investment jobs in Washington are in strong demand, concentrated in Seattle's technology and venture capital ecosystem, Bellevue's financial services corridor, and the state's growing clean energy and aerospace sectors, with openings at every level from analyst to portfolio manager. Seattle, Bellevue, and Spokane are the primary hiring hubs, where firms like BlackRock, JPMorgan Chase, and Russell Investments maintain active Washington operations. The most sought-after specializations are equity research, private equity, and ESG-focused portfolio management. Scan the live roles below and apply to whichever ones fit.
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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.
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 28 Investment Jobs in Washington
Find roles in Washington that match your experience and apply in just a few clicks.
Find Investment JobsInvestment Jobs by City in Washington
Where Washington roles are concentrated, by current openings.
Investment Job Market in Washington
A snapshot from current Washington openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Fintech
- Staffing & Recruiting
- Government & Public Sector
- Banking & Financial Services
- Investment & Asset Management
What Washington Employers Look For
The qualifications that appear most often in investment jobs across Washington.
- Active FINRA Series 65 or Series 7 license registered in Washington State
- Bachelor's degree in finance, economics, accounting, or a related quantitative field
- CFA designation or demonstrated progress toward CFA charterholder status
- Demonstrated experience with financial modeling, valuation analysis, and portfolio management tools
- Proficiency in Bloomberg Terminal, Excel-based financial modeling, and data analytics platforms
- Strong written and verbal communication skills for client reporting and stakeholder presentations
Investment Jobs in Washington: Frequently Asked Questions
How do you become a investment in Washington?
Most investment roles in Washington require a bachelor's degree in finance, economics, or a related field, followed by obtaining the appropriate FINRA license through the Washington State Department of Financial Institutions. Client-facing advisory roles typically require the Series 65 or Series 66 license, while broker-dealer roles require the Series 7. Many employers also expect candidates to be pursuing or to have completed the CFA designation, which significantly strengthens competitiveness in Washington's market.
Which companies hire investments in Washington?
Companies currently hiring investments in Washington include Fisher Investments, CliftonLarsonAllen, and Microsoft, per current listings on Migrate Mate as of November 2026. Washington's concentration of technology wealth, venture capital activity, and established asset managers in the Seattle-Bellevue corridor makes it one of the more active hiring markets for investment professionals on the West Coast.
Which Washington cities have the most investment jobs?
Seattle, Camas, and Tacoma have the most investment job openings in Washington. Seattle and Bellevue together anchor the majority of openings due to the region's density of asset managers, technology company treasury teams, and private equity firms, while Spokane supports a smaller but steady investment market driven by regional banks, credit unions, and independent wealth management practices serving eastern Washington.
Are there remote investment jobs in Washington?
Yes, and more than most fields. About 83% of investment openings tied to Washington are remote or hybrid as of November 2026, reflecting how much of the analytical and research work can be done independently of a physical office. Roles focused on equity research, financial modeling, and portfolio analysis tend to be the most amenable to remote arrangements, while client-facing wealth management and trading roles typically remain on-site.
How can I get hired as a investment in Washington with little or no experience?
The most realistic entry path is securing an analyst or associate role through a structured rotational program at one of Washington's larger financial institutions, such as Washington Federal, Banner Bank, or the Seattle offices of major national asset managers. Internship programs at these firms often convert to full-time offers. Lateral candidates from accounting, corporate finance, or data analytics roles are regularly considered. Completing your Series 65 exam before applying and building a model portfolio or CFA Level I candidacy gives Washington hiring managers a concrete signal of commitment.
Where can I find and apply to investment jobs in Washington?
You can find and apply to investment jobs in Washington on Migrate Mate, which lists current Washington openings across Seattle, Bellevue, Spokane, and other locations in the state. Search the available roles, identify the ones that match your experience and specialization, and apply directly to the positions that fit.
See All 28 Investment Jobs in Washington
Find roles in Washington that match your experience and apply in just a few clicks.
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