Job Description

Candidates must have permanent authorization to work in the U.S. without needing sponsorship. This position requires 3-4 years of direct investment banking experience.

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.

Required Qualifications

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

Key Responsibilities

Financial Analysis & Modeling

• Build and review complex financial models
• Analyze historical and projected financial statements
• Perform valuation analyses and scenario modeling
• Review analyst work for accuracy and quality control

Transaction Execution

• Support execution
• Coordinate due diligence processes and data rooms
• Interact with legal teams, accountants, and external advisors
• Track deal milestones, timelines, and deliverables
• Prepare transaction documentation

Client Materials & Presentations

• 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

Team Leadership & Mentorship

• 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

Preferred Skills & Attributes

• 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

Work Environment

• Collegial but fast‑paced, deadline‑driven environment
• Significant exposure to senior executives and complex transactions
• Steep learning curve with strong career acceleration

This is an in-person opportunity. The candidate would work in either our Metro DC Headquarters or our NYC office. The position is available immediately.

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