Investment Banking Full-Time Analyst 2026 - Fund Placement

William Blair•New York, NY

5d•$110,000 - $110,000

About The Position

The William Blair Fund Placement team advises private market managers throughout the capital raising process, transaction execution, and the delivery of fundraising services to clients and prospects. We perform extensive fundraising advisory services and complete due diligence activities while working closely with the project management and distribution teams to advance projects, gather necessary information, convey relevant investor updates and present findings to clients.

Requirements

Bachelor’s Degree required with an anticipated graduation date between December 2025 and June 2026
Detail oriented with strong analytical abilities
Excellent mathematical, writing, verbal and computer skills
Critical thinking with problem-solving 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, prior to beginning employment, and Series 7 and Series 63 within 90 days of employment

Nice To Haves

Internship or prior work experience in financial services industry preferred
Proven track record in university studies required

Responsibilities

Take ownership of deal admin related tasks, such as maintaining deal trackers, scheduling investor calls, and updating Salesforce
Provide advice to clients on fundraising strategy, structuring, timing, investors, and legal terms
Assist in the development, production and delivery of proposals and presentations to clients and prospects
Actively participate in client meetings and internal discussions
Anticipate potential deal issues and pass concerns through to team members in real time
Evaluate prospective fundraising clients
Partner with global coverage teams
Demonstrate curiosity and understanding of the various private market strategies
Demonstrate an understanding of broader fundraising markets and potential implications to each client process
Manage client data rooms
Identify improvements to processes and propose solutions to complete tasks more efficiently
Mentor summer interns and invest in teaching subsequent classes of analysts, imparting best practices
Ensure all activities are in compliance with applicable rules, regulations, policies and procedures
Additional responsibilities as requested