Analyst, PWM Private Capital

William Blair•Chicago, IL

About The Position

The Analyst, PWM Private Capital provides detailed analysis and execution support across opportunity screening, corporate finance, financial modeling, due diligence, transaction execution, portfolio monitoring, and financial advisor and client service. Investments include private companies through co-investments and direct investments, as well as select private funds, with a focus on private equity and venture capital. The Analyst partners with senior team members and advisors to evaluate private investment opportunities, prepare recommendations and client-ready materials, support offering processes, and monitor and report on investments throughout their lifecycle. The role applies judgment, technical expertise, and project management skills to advance transactions and private capital solutions for ultra-high-net-worth clients. PWM Private Capital includes the Merchant Banking program and facilitates private-market access for PWM advisors and clients across the firm, including Investment Banking and Private Shares Trading.

Requirements

Bachelor's degree required.
At least 3 years of experience in investment banking and/or private markets investing required.
SIE Exam, Series 7, and Series 63/65 (or 66) licenses are required; for applicable U.S. new hires, these must be acquired within 180 days of employment.
Strong knowledge of corporate finance, accounting, valuation, and financial statement analysis.
Demonstrated financial modeling capability, including operating forecasts, DCF, comparable-company, precedent-transaction, and return analyses.
Relevant deal experience in investment banking, private equity, corporate development, transaction advisory, or private markets investing.
Ability to manage diligence and execution tasks accurately and urgently, with appropriate escalation.
Strong analytical judgment and ability to identify key value drivers, risks, and sensitivities.
Effective written, verbal, and presentation skills for technical and non-technical audiences.
Proficiency in Microsoft Excel and PowerPoint.
Highly organized, collaborative, self-motivated, and able to manage multiple workstreams.
Commitment to client service, confidentiality, compliance, and professional standards.

Nice To Haves

Advanced degree and/or industry designations.
Completion of an investment banking or comparable corporate finance training program.
Experience with market data, CRM, and investment analysis systems.

Responsibilities

Analyze prospective private capital opportunities and develop preliminary recommendations on investment fit, quality, risk, and return potential.
Build and maintain integrated financial models, valuation analyses, capitalization tables, transaction scenarios, and sensitivity cases.
Analyze revenue and margin drivers, cash flow, working capital, capital expenditures, leverage, and capital structure.
Research companies, industries, markets, and competitors and translate findings into actionable investment insights.
Support financial, commercial, operational, legal, tax, and compliance due diligence; identify and escalate key issues.
Prepare comparable-company, precedent-transaction, discounted-cash-flow, and return analyses as appropriate.
Coordinate deal execution, including data-room review, diligence trackers, management calls, internal reviews, offering trackers, and closing workstreams.
Draft general investment and Investment Committee materials, advisor presentations, client materials, and transaction updates.
Assess deal structures, sources and uses, ownership and dilution, downside protection, and potential exit scenarios with senior guidance.
Monitor portfolio-company performance against investment assumptions and prepare recurring performance and valuation updates.
Partner with advisors on opportunity-specific analyses and information supporting client conversations and new business activity.
Maintain accurate pipeline, CRM, investment, and reporting records.
Collaborate with Legal, Compliance, Finance, Operations, Financial Advisors, the CS Research team, and other internal partners.
Ensure activities comply with applicable rules, regulations, policies, and procedures.
Perform additional responsibilities as requested.