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About the Role

William Blair is seeking to hire an Analyst to join their Investment Banking team. This role will execute in-depth analyses to support new business development, transaction execution, and the delivery of investment banking products and services. You will perform research, financial modeling, apply core valuation methods, and complete due diligence activities.

Responsibilities

• Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions.
• Build financial models to value potential and actual clients and/or industries.
• Execute core valuation methods, such as comparable companies, precedents and discounted cash flow.
• Perform due diligence, research, analysis and documentation of potential and live transactions.
• Identify potential deal issues and properly escalate concerns to team members.
• Draft management presentations to highlight financial analysis and research results.
• Assist in the development, production and delivery of proposals and presentations to clients and prospects.
• Draft marketing materials, emphasizing the advantages of William Blair and its investment banking methods/approach.
• Participate in client meetings and drafting sessions.
• Research industries or sectors, as identified by senior bankers, to target certain clients or industries.
• Evaluate and improve BIC content.
• Leverage learnings across deals.
• Seek opportunities to streamline processes and propose solutions to complete tasks more efficiently.
• Support client relationship development by developing a detailed understanding of client needs and challenges, providing professional and responsive service and anticipating client information needs.
• Develop an understanding of macro factors related to client industry, investment banking products and potential implications.
• Mentor summer interns and invest in teaching subsequent classes of analysts, imparting best practices.
• Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.
• Additional responsibilities as requested.

Requirements

• Bachelor’s Degree required
• Internship or prior work experience in financial services industry preferred
• Proven track record in university studies required
• Detail oriented with strong analytical abilities
• Excellent mathematical, writing, verbal and computer skills
• Ability to adapt to new tasks with little notice
• Ability to work on multiple projects simultaneously
• Strong desire to win
• Developing increasingly sound judgement
• Thorough understanding of accounting and finance
• Commitment to satisfying internal and external customers
• Travel required: approximately 5%

Skills

• Financial modeling
• Valuation methods
• Due diligence
• Financial analysis
• Research
• Presentation drafting
• Client relationship development
• Accounting
• Finance

Location

• US
• UK
• EU

Work Type

• Full-time

Experience Level

• Analyst

Education Level

• Bachelor's Degree

About the Company

• William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups.
• We are committed to empowering our colleagues to deliver client success and engage in our communities.
• Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, and Asia.
• We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries.
• What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds.
• We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.
• Learn more about us by visiting williamblair.com.

Equal Opportunity

• William Blair is an equal opportunity employer.
• It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for.
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