Investment Banking Vice President - Tech Enabled Services

William Blair • Chicago, GA

1d • Onsite

About The Position

William Blair is seeking an Investment Banking Vice President to join their Tech Enabled Services team. This role involves assisting in targeting and closing new deals, participating in sales and pitching, driving presentation development, and executing in-depth analyses for complex transactions. The Vice President will build relationships with client senior executives, review the work of junior staff, and provide guidance and motivation. The position requires a strong understanding of macro trends and client strategic direction to win business, and the ability to consistently exceed client expectations. The role also involves acting as the day-to-day client contact, providing direction on financial and valuation analyses, and suggesting innovative approaches for due diligence and research. The Vice President will anticipate and address the needs of senior team members, review all junior staff work for accuracy and quality, and offer creative solutions to issues. Additionally, the role includes providing thought leadership to improve processes and efficiency, acting as an "on the job" trainer for associates and analysts, and ensuring compliance with all applicable rules and regulations.

Requirements

• Bachelor’s Degree required
• Prior investment banking experience required
• 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 oversight
• 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.
• 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.

What This Job Offers

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