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About the Role

As an Associate within the Secondary Advisory team, you will play a central role in transaction origination and execution, client management, working directly with senior bankers, private equity sponsors, institutional investors and management teams on complex and highly strategic transactions across the private markets ecosystem. Associates are empowered to make meaningful contributions from day one, with significant responsibility and ownership over live transactions and origination efforts, direct exposure to senior bankers, GPs, LPs, and institutional investors, and experience across one of the fastest-growing areas of private capital markets.

Responsibilities

Lead execution workstreams across GP-led secondary transactions, e.g. continuation funds, portfolio sales and other liquidity solutions.
Develop, review and oversee complex financial models and valuation analyses.
Prepare and review confidential marketing materials, investor presentations, transaction memoranda and management presentations.
Coordinate financial, operational and commercial due diligence processes.
Manage transaction timelines and support communication among clients, investors and external advisers.
Analyse portfolio company performance, valuation trends and strategic alternatives.
Identify transaction risks, opportunities and key findings and communicate recommendations to senior team members.
Draft high impact and professional power point presentations for highly sophisticated investors.
Develop deep knowledge of private equity, growth & venture, private credit, infrastructure and real asset investment strategies.
Monitor and understand private market fundraising dynamics, secondary market developments and capital formation trends.
Analyse institutional investor behaviour, liquidity needs and portfolio management strategies.
Evaluate market conditions impacting secondary transaction pricing, execution and investor demand.
Conduct industry research and strategic assessments to support client conversations and transaction recommendations.
Serve as a day-to-day contact for clients, institutional investors and transaction counterparties.
Develop an understanding of client objectives, fund strategies and portfolio construction considerations.
Participate in client meetings, management presentations and investor discussions.
Assist senior bankers in developing strategic recommendations and liquidity solutions.
Deliver responsive, thoughtful and high-quality client service throughout transaction processes.
Manage and mentor Analysts, providing coaching, guidance and constructive feedback.
Review financial analyses, presentation materials and transaction deliverables prepared by junior team members.
Support training and onboarding efforts for incoming Analysts and Summer Interns.
Contribute to recruiting and broader team development initiatives.
Foster a collaborative and high-performance team culture with a “Can-Do attitude”.
Support origination and business development efforts across Secondary Advisory and the broader PCA platform.
Conduct market research on alternative asset managers, institutional investors and private capital market trends.
Assist in preparing pitch materials and client proposals.
Identify emerging themes, liquidity opportunities and market developments.
Contribute to sector insights and thought leadership initiatives.
Ensure all activities comply with applicable regulations, firm policies and professional standards.
Maintain the highest standards of professionalism, accuracy, confidentiality and integrity.

Requirements

3-5 years prior experience in investment banking, secondary advisory, private equity, fund finance or alternative asset management.
Demonstrated experience supporting or executing complex transactions.
Strong understanding of accounting, corporate finance and valuation methodologies.
Advanced financial modelling and analytical capabilities.
Exceptional written, verbal and presentation skills.
Advanced proficiency in Microsoft Excel and PowerPoint.
Strong project management and organisational abilities.
Ability to manage multiple workstreams simultaneously while maintaining attention to detail.
Demonstrated leadership potential and commitment to mentoring junior professionals.
Strong interest in private markets and alternative investments.
Strong financial modelling skills and understanding of corporate finance concepts.
Exposure to private equity, private credit, infrastructure or real asset investment strategies.
Experience interacting directly with clients, investors or senior stakeholders.
Proven ability to manage Analysts and review analytical work products.
Familiarity with GP-led transactions, continuation vehicles or private market liquidity solutions.

Skills

Financial modelling
Valuation
Microsoft Excel
Microsoft PowerPoint
Project management
Analytical capabilities
Written communication
Verbal communication
Presentation skills
Client relationship management
Mentoring junior professionals

Location

Global

Work Type

Full-time

Experience Level

Associate
3-5 years

Education Level

Bachelor's degree

About the Company

William Blair is the premier global partnership providing advisory services, strategies and solutions to companies, investors and institutions worldwide.
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. EOE m/f/d/v