2027 Clearsight Investment Banking Analyst

Regions Bank; McLean (VA); On-site; USD 121,000 - 147,000; Full time

Benefits offered by this job

Paid Vacation/Sick Time

401K with Company Match

Medical, Dental and Vision Benefits

Disability Benefits

Health Savings Account

Flexible Spending Account

Life Insurance

Parental Leave

Employee Assistance Program

Associate Volunteer Program

Job summary

Regions Bank seeks a Clearsight Investment Banking Analyst to be part of the deal team in McLean. You will support senior bankers with valuation models, market research and client materials while contributing to multiple projects concurrently.

The role emphasizes rigorous analysis, effective communication with clients, and collaboration across teams. A related degree is required, with MBA preferred for advancement.

Qualifications

• Bachelor’s degree in Business, Finance, or related field.
• MBA preferred.
• Strong analytical and communication skills.

Responsibilities

• Supports senior bankers in deal processes including due diligence and client onboarding.
• Performs market research to support client deals.
• Develops and analyzes complex financial models.
• Prepares client materials, pitches and supporting analyses.
• Consolidates forecasts, budgets and strategic plans for regions/clients.
• Interacts with current and prospective clients.

Skills

Financial analysis

Market research

Team collaboration

Deadline-driven

MS Office

Education

Bachelor’s degree in Business/Finance

MBA

Tools

Microsoft Office

Job description

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.

Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.

Job Description:

At Regions, a Clearsight Investment Banking Analyst is an analytical and support role within our deal teams and interacts directly with clients alongside the firm’s experienced professionals. Analysts are often responsible for a variety of simultaneous projects, including developing valuation models and analyses, compiling industry research, writing and preparing presentation materials and interacting with clients on engaged transactions.

Clearsight Advisors is an investment banking firm dedicated to providing M&A and capital raising solutions exclusively to growth-oriented Business Services and Technology companies. Clearsight combines deep market insights across software, services and data, to help entrepreneurs, private equity owners and board of directors successfully advance their vision. Clearsight Advisors, Inc. is a wholly owned subsidiary of Regions Financial Corporation.

Primary Responsibilities

• Supports senior bankers in all aspects of the deal process including due diligence, client onboarding and reporting
• Assists in cultivation of client relationships by conducting market research, staying abreast of client and industry trends
• Performs complex analysis
• Develops and maintains detailed financial models
• Interacts with current and prospective clients
• Supports the preparation of written material, including marketing pitches, proposals, client materials and associated supporting analyses
• Consolidates and reports forecasts, annual budgets, and strategic plans
• Assists with the provision of timely, accurate, and reliable financial management information
• Regions will not sponsor applicants for work visas for this position; applications for this position must be currently authorized to work in the United States on a full-time basis

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.

Requirements

• Bachelor’s degree in Business, Finance, or related field

Preferences

• Masters of Business Administration (MBA)
• Past relevant experience (i.e., summer internships)

Skills and Competencies

• Ability to research, analyze data, and derive facts
• Ability to work in a team environment when applicable
• Ability to work under pressure and meet deadlines
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.)
• Strong verbal, written communication, and organizational skills
• Strong work ethic and self-motivation

Position Type

Full time

Compensation Details

Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.

The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.

Job Range Target:

Minimum:

$120,936.17 USD

Median:

$146,975.40 USD

Incentive Pay Plans:

This role is eligible to participate in a discretionary incentive plan. Employees have the potential to receive a discretionary award based on performance against defined metrics and goals.

Benefits Information

Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates.

• Paid Vacation/Sick Time
• 401K with Company Match
• Medical, Dental and Vision Benefits
• Disability Benefits
• Health Savings Account
• Flexible Spending Account
• Life Insurance
• Parental Leave
• Employee Assistance Program
• Associate Volunteer Program

Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.

https://www.regions.com/about-regions/welcome-portal/benefits

Location Details

Clearsight McLean

Location:

McLean, Virginia

Equal Opportunity Employer/including Disabled/Veterans

Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.