Investment Banking Analyst 2, Technology at William Blair | GB | Rezi

Investment Banking Analyst 2, Technology at William Blair

Investment Banking Analyst 2, Technology

William Blair · GB

Yesterday

Investment Banking Analyst 2, Technology

William Blair · GB

a day ago
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About the Role

As an Analyst in the Technology Investment Banking team at William Blair, you'll provide in-depth analysis for new business development, transaction execution, and investment banking products and services. You will build financial models, apply core valuation methods, and conduct due diligence on mergers, acquisitions, and capital raising transactions. Your work will support client projects and relationships that drive the firm's investment banking business.

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, executing core valuation methods.
  • Perform due diligence, research, analysis, and documentation of potential and live transactions, escalating concerns as needed.
  • 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 to target specific clients or industries, evaluating and improving content.
  • Seek opportunities to streamline processes and propose solutions for increased efficiency.
  • Support client relationship development by understanding client needs, providing responsive service, and anticipating information needs.
  • Develop an understanding of macro factors related to client industry, investment banking products, and potential implications.
  • Mentor summer interns and impart best practices to subsequent classes of analysts.
  • Ensure all activities comply with applicable rules, regulations, policies, and procedures.
  • Perform additional responsibilities as requested.

Requirements

  • Prior investment banking experience required.
  • Previous experience as an Analyst, or equivalent, is essential.
  • 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 (comparable companies, precedents, discounted cash flow)
  • Due diligence
  • Financial analysis
  • Research
  • Presentation drafting
  • Marketing material drafting
  • Client interaction
  • Industry research
  • Process improvement
  • Relationship development
  • Macroeconomic analysis
  • Mentoring

Location

  • Onsite

Work Type

  • Full-time

Experience Level

  • Analyst

Education Level

  • Bachelor’s Degree required

About the Company

  • William Blair strives to attract qualified candidates specializing in investment banking, investment management, private wealth management, and other strategic resource groups.
  • The firm is committed to empowering colleagues to deliver client success and engage in communities.
  • William Blair has delivered trusted advice for nine decades, deepening expertise and relationships across asset classes and markets throughout North America, Europe, and Asia.
  • They provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries.
  • William Blair is an independent partnership with colleagues who have unique experiences, perspectives, and backgrounds.
  • The firm empowers its people to bring their best thinking to deliver tailored, thoughtful work and problem-solving abilities.

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