Investment Banking Associate

Clearsight Advisors, based outside Washington DC, in Tysons Corner is an innovative, growing investment bank that provides world class strategic advice to high growth Business Services and Technology companies in the software, business services and information services industries.

An Investment Banking Associate at Clearsight Advisors plays a critical execution and project‑management role within the investment banking team. Associates work closely with Analysts, Vice Presidents, and Managing Directors to execute mergers & acquisitions (M&A), capital raising, and strategic advisory transactions. The role combines deep financial analysis
, client‑ready materials
, and deal coordination
, often under tight deadlines.

Must not now or ever need sponsorship to be eligible to apply.

• Build and review complex financial models, including:
• Discounted Cash Flow (DCF)
• Comparable Company Analysis
• Precedent Transaction Analysis
• LBO and merger models
• Analyze historical and projected financial statements
• Perform valuation analyses and scenario modeling
• Review Analyst work for accuracy and quality control
• Coordinate due diligence processes and data rooms
• Interact with legal teams, accountants, and external advisors
• Track deal milestones, timelines, and deliverables
• Prepare transaction documentation

• Create and review pitch books, management presentations, and confidential information presentations (CIPs)
• Ensure materials are analytically sound, well‑structured, and client‑ready
• Participate in client meetings, calls, and internal deal discussions
• Assist senior bankers in developing strategic recommendations
• Manage and train Analysts
• Delegate work and provide constructive feedback
• Serve as the first line of quality control before VP-level review
• Help maintain team morale in a high‑pressure environment

• Bachelor’s degree from a top academic institution
• 3–4 years of experience in investment bankingli>
• Advanced financial modeling and valuation skills
• Strong accounting knowledge
• Excellent written and verbal communication skills
• High attention to detail and ability to multitask

• Leadership and project‑management experience
• Client‑facing confidence and professionalism
• Strong business judgment and commercial awareness
• Proficiency in Excel, PowerPoint, and financial databases (Capital IQ, Pitchbook, etc)
• Ability to anticipate senior banker and client needs
• Significant exposure to senior executives and complex transactions
• Steep learning curve with strong career acceleration

This position is exempt from timekeeping requirements under the Fair Labor Standards act and is not eligible for overtime pay. This position is incentive eligible. This position is full‑time, in‑person at the McLean, VA location.

Clearsight's Mission is to provide the brightest, most analytical, and most committed team of trusted advisors that always serve our clients’ best interests, and flawlessly execute to deliver optimized outcomes.

Clearsight Advisors is an investment banking firm dedicated to providing world‑class M&A and capital raising solutions exclusively to growth‑oriented Business and Technology services companies. Clearsight combines deep market insights across software, services and data. This market knowledge combined with superior strategic and financial advice allows Clearsight to act as a catalyst, enabling entrepreneurs, private equity owners and board of directors to successfully advance their vision.

Clearsight Advisors, Inc. is a wholly owned subsidiary of Regions Financial Corporation. All securities are offered exclusively through RF M&A Services LLC, a registered broker‑dealer and member of FINRA and SIPC.