Cascadia’s Capital Markets practice focuses on serving our private equity and private company relationships with full-service advisory and execution of financing transactions to facilitate acquisitions, growth capital, structured capital, and internal recapitalizations. Our approach is differentiated given our professionals’ deep principal investment execution expertise, allowing us to take ownership and drive an engagement from marketing and term sheet all the way through document and terms negotiation and closing. We also integrate our industry bankers’ sub-vertical expertise to provide another layer of value-add in effectively positioning our client’s business to optimize market interest and terms.

Job Overview: 

We are seeking a highly motivated Senior Analyst or Associate to join our Capital Markets team. This individual will play a critical role in supporting capital raising efforts, evaluating financing alternatives, and executing transactions. The ideal candidate has strong financial modeling skills, excellent communication skills, and the ability to thrive in an entrepreneurial, fast-paced environment.

Key Responsibilities:

• Transaction Execution: Support execution of debt and minority equity financing mandates, including lender/investor outreach, diligence, documentation, and closing.
• Financial Analysis: Build and maintain detailed financial models to evaluate capital structures, credit metrics, and financing options.
• Market Insights: Conduct market research on lending institutions, private credit funds, equity investors, and transaction comparables to inform client recommendations.
• Client Interaction: Participate in drafting and reviewing client presentations and pitch materials; engage directly with clients and financing counterparties as experience grows.
• Cross-Functional Collaboration: Work closely with industry coverage teams and senior bankers to deliver holistic advisory services.
• Business Development: Support senior bankers in marketing efforts, pipeline management, and development of long-term relationships with financing sources.

Qualifications: 

• Bachelor’s degree in finance, Economics, Accounting, or a related field.
• 3–5 years of relevant experience, with demonstrated execution experience. 
• 2+ years of private credit experience required. 
• Understand debt and equity structures (senior, unitranche, mezzanine, structured equity)
• Support credit underwriting and debt structuring analysis, assessing leverage, coverage ratios, and cash flow impacts to evaluate financing alternatives
• Prepare Confidential Information Memoranda (CIMs) and other marketing materials to effectively position clients for financing processes
• Lead company and lender diligence efforts, including organizing data rooms, and coordinating management and lender Q&A
• Strong financial modeling, valuation, and Excel/PowerPoint skills.
• Excellent written and verbal communication skills; ability to synthesize complex financial concepts for clients.
• Entrepreneurial mindset with ability to work independently and collaboratively.
• High attention to detail, organizational skills, and ability to manage multiple priorities under tight deadlines.

Our Values:

• One Firm – We are stronger together. Our success is built on collaboration, diverse perspectives, and a shared purpose and principles. We win as a team.
• Integrity – We uphold the highest ethical standards in everything we do—how we collaborate, serve clients, and pursue opportunities. Trust is our foundation.
• Accountability – We take full ownership of our actions, communicate openly and honestly, and stand behind our decisions and their impact.
• Results – We are sector experts who deliver best in class service and exceptional results.

*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.