Investment Banking Vice President - Insurance

William Blair•Chicago, IL

3d•Hybrid

About The Position

William Blair is seeking an Investment Banking Vice President with a focus on the insurance sector. This role involves assisting in targeting and closing new deals, participating in selling and pitching services, driving presentation development, and executing in-depth analyses for new business development and transaction execution. The Vice President will also provide direction on financial and valuation analyses to junior staff, build relationships with client senior executives, and review the work of associates and analysts, offering guidance and motivation.

Requirements

Bachelor’s Degree required
Prior investment banking experience required with a focus on the insurance sector; 3+ years at Associate level strongly preferred
SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment (for US only)
Detail oriented with deep analytical abilities
Superior mathematical, writing, verbal and computer skills
Ability to adapt to new tasks with little notice
Ability to manage expectations of senior bankers while working on multiple projects simultaneously
Effective leadership and coaching skills
Ability to lead transaction processes and pitch new business with moderate senior banker oversite
Strong desire to win
Sound judgement
Remains calm and focused under pressure
Expertise in accounting and finance
Exhibits creativity and originality in approach to analysis and work product

Responsibilities

Assist in the targeting and closing of new deal opportunities.
Participate in selling/pitching William Blair’s services/products to clients and prospects, leveraging understanding of macro trends and strategic direction of clients to win business.
Drive day to day activities for presentation development. Suggest methods for positioning William Blair’s advantages versus competitors.
Build and maintain relationships with client senior executives. Consistently exceed client expectations. Assume role of day-to-day client contact for questions, comments, inputs and deal related matters.
Provide direction on financial/valuation analyses approach for valuing debt and equity. Serve as a sounding board for unique and creative approaches for analyses. Execute extensive financial/ valuation analyses for complex and high impact deals.
Leverage expertise of products, industries, and finance/accounting topics to develop key themes for positioning of research/analytic deliverables.
Suggest innovative approaches for due diligence, research and analysis efforts. Anticipate and address needs of senior team members and proactively identify probable deal issues, providing thoughts and perspective on resolution.
Review all analyst and associate work for consistency, correctness and formatting, taking responsibility for client materials and reports.
Offer creative and insightful resolution to issues or problems arising in execution and origination.
Provide thought leadership to streamline processes and improve efficiency and effectiveness. Provide ongoing guidance and spot corrections to improve team efficiency.
Act as lead “on the job” trainer for associates and analysts, providing constructive feedback. Articulate the roles and objectives for junior team members. Share relevant deal/client context with the junior team. Provide motivation and guidance for the team.
Actively participate in recruiting and training activities.
Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.
Additional responsibilities as requested.