January 7, 2026

Investment Banking Associate

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.

Key Responsibilities

Financial Analysis & Modeling

• 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

 

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 memoranda (CIMS)
• Ensure materials are analytically sound, well-structure, 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

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

 

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

 

Applicants should apply to careers@clearsightadvisors.com