Cascadia Capital is a team of transparent, client-focused, trusted advisors with deep industry expertise. We partner with our clients to deliver results based on our domain knowledge, transaction experience, and commitment to long-term relationships. We’re different from most investment banks because our advice is not conflicted by lending, investing, trading, research or cross-selling business.

Cascadia is seeking an Associate to join our team. The Associate will be involved with our clients across the emerging technology groups that focus on end markets such as consumer, tech, business services, food and ag, energy, healthcare, industrials, or robotics. 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 2-5 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 Employment Opportunity Employer