2027 Investment Banking Full-Time Analyst, Secondary Advisory

William Blair•New York, NY

6d•Onsite

About The Position

William Blair’s Secondary Advisory team of experts provide financial sponsors and their investors with holistic, bespoke solutions across all stages of the private equity lifecycle. The private equity community relies on us for premier guidance and expertise when navigating GP-led transactions (single-asset and multi-asset continuation vehicles, fund restructurings & recapitalizations, spin-outs & spin-ins, portfolio company shareholder liquidity solutions, strip sales, and tender offers) and LP-led transactions.

Requirements

Bachelor’s Degree required with an anticipated graduation date between December 2026 and June 2027
Proven track record in university studies required
SIE Exam, prior to beginning employment, and Series 79 and Series 63 within 90 days of employment
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

Nice To Haves

Internship or prior work experience in financial services industry preferred

Responsibilities

Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects.
Perform research and financial modeling, apply core valuation methods, and complete due diligence activities at the direction of the Investment Banking team lead.
Work closely with client staff to advance projects, gathering necessary information, describing financial modeling methodology, and presenting results directly related to scope of analysis.
Provide training and mentorship to summer interns and less experienced Analysts.
Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions.
Form varied approaches to analyses once fundamental base of approach is set.
Build financial models to value potential and actual clients and/or industries.
Execute core valuation methods, such as comparable companies, precedents and discounted cash flow.
Effectively synthesize information to convey complex financial modeling outcomes.
Perform due diligence, research, analysis and documentation of potential and live transactions.
Identify potential deal issues and properly escalate concerns to team members.
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, as identified by senior bankers, to target certain clients or industries.
Evaluate and improve BIC content.
Leverage learnings across deals.
Seek opportunities to streamline processes and propose solutions to complete tasks more efficiently.
Support client relationship development by developing a detailed understanding of client needs and challenges, providing professional and responsive service and anticipating client information needs.
Develop an understanding of macro factors related to client industry, investment banking products and potential implications.
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.