Investment Banking Senior Analyst - Healthcare
About The Position
William Blair, a Premier Global Partnership, is seeking an Investment Banking Senior Analyst with a focus on the Healthcare sector. This role involves executing in-depth analyses to support new business development, transaction execution, and the delivery of investment banking products and services. The analyst will perform research and financial modeling, apply core valuation methods, and complete due diligence under the direction of the team lead. Collaboration with client staff is essential for gathering information, explaining financial modeling methodologies, and presenting findings. Additionally, the role includes providing training and mentorship to summer interns and junior analysts.
Requirements
- Bachelor’s Degree required
- Prior investment banking experience required; 2+ years previous experience as an Analyst, or equivalent, strongly preferred
- Genuine interest in or exposure to healthcare sector required
- SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment (for US only)
- 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
- Open to stub Associate candidates as well as Senior Analysts
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 and escalating potential deal issues.
- 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 requirements.
- 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.
Benefits
- medical coverage
- dental coverage
- vision coverage
- employer paid short & long-term disability
- life insurance
- 401(k)
- profit sharing
- paid time off
- Maven family & fertility benefit
- parental leave (including adoption, surrogacy, and foster placement)
- other voluntary benefits
- discretionary annual bonus (based on company, business unit and individual performance)
- commission-based incentives
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What This Job Offers
Job Type
Full-time
Career Level
Senior
