2027 Investment Banking Full-Time Analyst
About The Position
Join William Blair, the Premier Global Partnership, as an Investment Banking Full-Time Analyst. This role involves executing in-depth analyses to support new business development, transaction execution, and the delivery of investment banking products and services. You will perform research, financial modeling, apply core valuation methods, and complete due diligence activities under the direction of the Investment Banking team lead. Collaboration with client staff is key to advancing projects, gathering information, explaining financial modeling methodology, and presenting results. Additionally, you will provide training and mentorship to summer interns and less experienced Analysts.
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
- 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 such as comparable companies, precedents, and discounted cash flow.
- Perform due diligence, research, analysis, and documentation of potential and live transactions, identifying potential deal issues and escalating concerns.
- 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, drafting marketing materials.
- Participate in client meetings and drafting sessions.
- Research industries or sectors to target specific clients or industries, evaluating and improving content, and leveraging learnings across deals.
- Seek opportunities to streamline processes and propose solutions for task 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 subsequent classes of analysts, imparting best practices.
- Ensure all activities comply with applicable rules, regulations, policies, and procedures.
- Additional responsibilities as requested.
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
