Investment Banking Associate - Technology

William Blair • Los Angeles, CA

314d • $175,000 - $175,000

About The Position

William Blair's Tech Team, a leading advisor in the software ecosystem, is looking for an experienced Associate in its newly opened Los Angeles office. In addition to helping shape William Blair's team and culture in Los Angeles, you'll work closely with several senior Tech bankers, including our Head of Technology Banking, and gain immediate experience selling the highest quality Application, Infrastructure and Cybersecurity Software businesses. Support investment banking activities including new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform extensive analysis and research such as financial modeling, apply valuation methods, and support due diligence activities. Work closely with client staff to advance projects, gathering necessary information, performing complex financial modeling outcomes and presenting analysis. Provide training and mentorship to Analysts.

Requirements

• Bachelor's Degree required
• Prior investment banking experience required; 2+ years experience as an Investment Banking Analyst strongly preferred
• 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
• SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment

Responsibilities

• 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.
• Carefully 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.
• Lead due diligence, research, analysis and documentation of potential and live transactions.
• Anticipate potential deal issues and pass concerns through to team members in real time.
• Actively participate in presentation development and hypothesis testing to highlight financial analysis and research results.
• Develop, produce and deliver proposals and presentations to clients and prospects.
• Engage, with analysts, in the development of marketing materials that highlight the competitive advantage of William Blair.
• Actively participate in client meetings and drafting sessions.
• Research and expand expertise of industries and/or sectors.
• Leverage knowledge to target certain clients or industries.
• Monitor key industry drivers.
• Offer insights into business trends in sector to facilitate processes.
• Evaluate and improve BIC content.
• Identify improvements to processes and propose solutions to complete tasks more efficiently.
• Take ownership of client relationships.
• Foster effective dialogue with finance and accounting staffs to facilitate processes.
• Demonstrate an understanding of macro factors related to client industry, investment banking products and potential implications.
• Act as 'on the job' trainer for analysts, providing constructive feedback.
• Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.

Benefits

• Medical, dental and vision coverage
• Employer paid short & long-term disability and life insurance
• 401(k)
• Profit sharing
• Paid time off
• Maven family & fertility benefit
• Parental leave (including adoption, surrogacy, and foster placement)
• Other voluntary benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree