2027 Investment Banking Full-Time Analyst - Consumer Products & Services

William Blair • Charlotte, NC

5d

About The Position

William Blair is hiring a 2027 Investment Banking Full-Time Analyst in Consumer Products & Services. The Analyst will execute in-depth analyses supporting business development, transaction execution, and delivery of investment banking products and services. Responsibilities include research and financial modeling, applying core valuation methods, and completing due diligence under the direction of the Investment Banking team lead. The Analyst will work closely with client staff to gather information, explain financial modeling methodology, and present analysis results. The role also includes training and mentoring 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.
• Pass the SIE Exam before beginning employment and obtain 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 judgment.
• Thorough understanding of accounting and finance.
• Commitment to satisfying internal and external customers.
• Approximately 5% travel required.
• Not currently hiring candidates who now or in the future require employment visa sponsorship.

Nice To Haves

• Internship or prior work experience in the financial services industry.

Responsibilities

• Perform financial and valuation analyses of debt and equity for mergers, acquisitions, and capital-raising transactions, developing varied analytical approaches as appropriate.
• Build financial models to value potential and actual clients and industries, using comparable companies, precedent transactions, and discounted cash flow methods.
• Synthesize information and communicate complex financial modeling outcomes.
• Conduct due diligence, research, analysis, and documentation for potential and active transactions; identify potential deal issues and escalate concerns to team members.
• Draft management presentations that highlight financial analysis and research findings.
• Assist in developing, producing, and delivering proposals and presentations to clients and prospects.
• Draft marketing materials emphasizing William Blair and its investment banking methods and approach.
• Participate in client meetings and drafting sessions.
• Research industries and sectors identified by senior bankers to target clients or industries; evaluate and improve BIC content and apply learnings across deals.
• Identify opportunities to streamline processes and propose more efficient ways to complete tasks.
• Support client relationships by understanding client needs and challenges, providing professional and responsive service, and anticipating information needs.
• Develop understanding of macro factors affecting client industries, investment banking products, and potential implications.
• Mentor summer interns and teach subsequent analyst classes by sharing best practices.
• Ensure activities comply with applicable rules, regulations, policies, and procedures.
• Perform additional responsibilities as requested.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• Employer-paid short- and long-term disability insurance
• Employer-paid life insurance
• 401(k)
• Profit sharing
• Paid time off
• Maven family and fertility benefit
• Parental leave, including adoption, surrogacy, and foster placement
• Other voluntary benefits
• Eligibility for a discretionary annual bonus and/or commission-based incentives

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level