About the Role
William Blair is seeking talented individuals to join their Premier Global Partnership, focusing on providing solutions for today’s challenges and vision for tomorrow’s opportunities in investment banking.
Responsibilities
- Execute in-depth analyses to support new business development, transaction execution, and the delivery of investment banking products and services.
- Perform extensive research and financial modeling, apply valuation methods, and complete due diligence activities.
- Work closely with client staff to gather information, convey complex financial modeling outcomes, and present analysis results.
- Provide training and mentorship to less experienced staff.
- Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions, and capital raising transactions.
- Utilize creative approaches to analyses that illustrate key concepts/messages.
- Review and provide guidance to analysts’ work.
- Build advanced financial models to value potential and actual clients and/or industries.
- Demonstrate thorough knowledge of multiple client sectors and assimilate information for insightful analyses.
- Lead due diligence, research, analysis, and documentation of potential and live transactions.
- Anticipate potential deal issues and communicate concerns in real time.
- Actively participate in presentation development and hypothesis testing.
- Develop, produce, and deliver proposals and presentations to clients and prospects.
- Engage with analysts in the development of marketing materials.
- Actively participate in client meetings and drafting sessions.
- Research and expand expertise of industries and/or sectors to target clients or industries.
- Monitor key industry drivers and offer insights into business trends.
- Evaluate and improve BIC content.
- Identify improvements to processes and propose solutions for efficiency.
- Take ownership of client relationships and foster effective dialogue with finance and accounting staffs.
- Anticipate needs and challenges and provide seamless solutions.
- Demonstrate an understanding of macro factors related to client industry, investment banking products, and potential implications.
- Act as an on-the-job trainer for analysts, providing constructive feedback.
- Ensure senior team is aware of the contributions of all team members.
- Ensure all activities comply with applicable rules, regulations, policies, and procedures.
Requirements
- MBA Degree required with an anticipated graduation date between December 2026 and June 2027.
- Internship or prior work experience in financial services industry preferred.
- SIE Exam, prior to beginning employment, and Series 79 and Series 63 within 90 days of employment.
- Detail oriented with strong analytical abilities.
- Excellent mathematical, writing, verbal and computer skills.
- Ability to adapt to new tasks with little notice.
- Ability to manage expectations of senior bankers while working on multiple projects simultaneously.
- Effective leadership and coaching skills.
- Strong desire to win.
- Sound judgement.
- Deep, sophisticated understanding of accounting and finance.
- Commitment to satisfying internal and external customers.
- Travel required: approximately 10% to 30%.
- Not currently hiring individuals who require sponsorship for employment visa status now or in the future.
Skills
- Financial modeling
- Valuation methods
- Due diligence
- Financial analysis
- Investment banking products
- Client relationship management
- Presentation development
- Research
- Accounting
- Finance
- Leadership
- Coaching
Location
- Global
Work Type
- Full-time
- Travel required
Experience Level
- Internship or prior work experience in financial services industry preferred
Education Level
- MBA Degree
Salary/Compensations
- $175,000—$175,000 USD
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.
- 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.
- EOE m/f/d/v
