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

William Blair • Charlotte, NC

4d

About The Position

William Blair is hiring a 2027 Investment Banking Full-Time Analyst for its Consumer Products & Services team. The Analyst performs in-depth analyses supporting business development, transaction execution, and the delivery of investment banking products and services. Under the direction of the Investment Banking team lead, the Analyst conducts research and financial modeling, applies core valuation methods, and completes due diligence. The role works closely with client staff to gather information, explain modeling methodology, and present results within the scope of analysis.

The Analyst also supports proposals, presentations, marketing materials, client meetings, and transaction documentation; develops an understanding of clients, industries, and investment banking products; and helps train and mentor summer interns and less-experienced Analysts. The position requires compliance with applicable rules, regulations, policies, and procedures. Travel is approximately 5%.

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.
• Must not 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.
• Develop varied analytical approaches after establishing a fundamental approach.
• Build financial models to value potential and actual clients and industries.
• Apply core valuation methods, including comparable companies, precedent transactions, and discounted cash flow.
• 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 highlighting financial analysis and research results.
• Assist with 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 or sectors identified by senior bankers to target clients or industries.
• Evaluate and improve BIC content, leverage learnings across deals, and seek process improvements.
• Support client relationship development by understanding client needs and challenges, providing responsive service, and anticipating information needs.
• Develop an understanding of macro factors affecting client industries, investment banking products, and potential implications.
• Mentor summer interns and teach subsequent Analyst classes, sharing best practices.
• Ensure activities comply with applicable rules, regulations, policies, and procedures.
• Complete additional responsibilities as requested.

What This Job Offers

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