Associate – Equity Capital Solutions

Description

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: The Associate will support capital raising engagements, with a particular emphasis on managing investor outreach, coordinating transaction execution, and maintaining the infrastructure required for efficient and professional Direct Placement processes. The role blends transaction execution, investor relations, project management, market intelligence, and business development support.

This position is ideal for candidates who excel in strategic coordination, communication, and investor-facing responsibilities while also contributing to deal execution and analyst oversight.

Responsibilities:

Transaction Execution

• Lead day-to-day execution of capital raising engagements under the guidance of senior team members.
• Manage analyst resources, providing direction, quality control, and coaching.
• Oversee the refinement and review of financial models and analyses prepared by analysts.
• Draft and refine marketing materials, including information memorandums, management presentations, and pitch materials.
• Manage due diligence processes alongside management teams, investors, and third-party advisors.
• Coordinate and attend investor meetings for private placement clients.

Investor Relations & Engagement

• Maintain a comprehensive database of private financial sponsors ((both institutional independent sponsors and traditional funds)      and private equity deal-by-deal investors (family offices, fund-of-funds, asset managers, other co-invest allocators)
• Prepare targeted investor outreach lists tailored to each transaction’s industry, structure, and capital needs.
• Support outreach efforts, including drafting emails and providing follow-up communications.
• Track investor interactions, feedback, and data requests throughout each process.
• Prepare meeting agendas, one-pagers, and periodic investor updates.

Project Management & Process Coordination

• Manage transaction workflows and key deliverables from kickoff through closing.
• Oversee data room administration, ensuring timely uploads, version control, and proper permissions.
• Track diligence checklists, ensuring accurate and timely responses to investor questions.
• Prepare internal updates for senior bankers and clients.

Market Research & Intelligence

• Conduct company, industry, and investor research to support capital raising engagements.
• Build investor profiles to assist Managing Directors with outreach and meeting preparation.
• Track market activity and trends across the private capital landscape.
• Support development of pitch book materials and business-development initiatives.

Business Development Support

• Partner with senior bankers to prepare pitch materials, identify potential targets, and support calling programs.
• Develop insights into relevant sectors and investor segments to help expand client and investor coverage.
• Contribute to the team’s capital markets and buyer-universe strategies, including tracking portfolio companies and investor themes.

Qualifications:

Required

• 2-4 years of middle-market investment banking experience.
• Proven experience supporting the successful execution and/or closing of M&A or private capital transactions.
• Strong written and oral communication skills.
• Highly organized and capable of managing multiple simultaneous workstreams.
• Strong presentation skills and attention to detail.
• Entrepreneurial, proactive, and comfortable working in a fast-paced environment.
• Bachelor’s degree with strong academic performance.
• FINRA SIE and Series 79 and 63

Preferred

• Prior exposure to investor relations, capital formation, project management, corporate development, consulting, or deal-adjacent experience with demonstrated transaction exposure.
• Experience managing and developing junior team members.
• Familiarity with private equity, credit, growth equity, or family office investor communities.
• Strong analytical and financial acumen; comfort reviewing financial models (model building experience preferred but not      required).

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 $175,000- $195,000. 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.