Title: Investment Banking Associate – Consumer
Location: Seattle, Washington
Company Background
Cascadia is one of the largest independent advisory only investment banks in the country. With this scale and a wide variety of backgrounds and perspectives, we work together as a team in each deal for the common success of our client stakeholders. We pick our clients as much as our clients pick us. This ensures that we are working with leading companies which offer us collectively the ability to maximize results in an efficient process, in any market environment. Simplistically, growth sells, and we know how to sell it. We combine the success of your business with the unique attributes of our investment banking process.
We are changing the investment banking paradigm. Leveraging deep sub-vertical industry knowledge, a unique process orientation that marries creative storytelling, modularity and traditional process rigor, and a long-term partnership approach, we aim to deliver optimal value for our clients. We are not rooted in traditional methods and reliant on a one-size-fits-all methodology. Rather, we create a custom deal strategy designed to leverage your attributes and overcome impediments that, when effectively deployed, drives outcomes outside the norm on valuation, terms and other qualitative aspects of your transaction.
Job Overview: Cascadia is seeking an Experienced Investment Banking Associate to join our Consumer team. 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.
Key Responsibilities:
- 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 meetings 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
Qualifications
- Approximately 3-5 years of middle market investment banking experience
- Exposure to Retail, Consumer and Wellness sectors are a plus, but not required
- Ability to work out of our Seattle office
- 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 with demonstrated academic excellence
For All Cascadia Employees
Long-Term Client Focus: We take a long-term view with our clients and prospects. We build relationships based on trust and valuable advice over time, often many years.
Teamwork: We are stronger as a team than as individuals. We value partnership and collaboration. We win when we work together.
Entrepreneurial: We are creative and agile. We continually question the established paradigms in our
business. We challenge ourselves to find new solutions and to look at each situation from multiple dimensions.
Results Oriented: Our focus is on delivering outstanding results for our clients. Internally we are a meritocracy. While we value hard work, we prioritize results, not face time. We all roll up our sleeves.
Respect: We treat our clients, our colleagues and our professional counterparties with the utmost respect. We are humble about our accomplishments. We let our results speak for us in the market.
Candor: We are transparent and direct with our clients, our stakeholders and ourselves. Internally, we empower people to articulate their viewpoints. We believe that open debate and constructive challenge produce the best outcomes.
For People Managers
Recruit, retain, and develop staff consistent with Cascadia’s values.
This Job Description is summary in nature, is not inclusive of all duties and responsibilities and subject to change. The job description is not an offer of employment and does not constitute or imply a contract.
The base salary range for this job is $125,000- $150,000. In addition to the base salary, we provide an annual discretionary bonus based on individual and firm performance. Cascadia also offers a competitive benefits package which includes plans for Medical, Vision, Dental, Caregiver Leave, Life and AD&D, Short- & Long-Term Disability, Employee Assistance and Retirement Savings.
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.
