Investment Banking Analyst Syndicate - Equity Capital Markets

Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.

Join William Blair, the Premier Global Partnership.

Job Summary & Responsibilities:

• Work alongside managing directors, directors, and vice presidents in ECM Origination and across sector coverage groups.


• Participate in the marketing of all Equity Syndicate transactions, set up and manage each transaction in dedicated syndicate software.


• Build relationships with internal and external clients across Investment Banking, Institutional Sales, and peer investment banks.


• Research current and prospective client companies, comparable companies and transactions, and potential institutional investors.


• Monitor and research capital markets and update client and equity databases.


• Track capital markets trends including industry/sector holding trends and deal participation trends.


• Build and audit fully integrated financial models including IPO and comparable company trading and valuation analyses.


• Support ECM Origination and sector coverage groups in preparing commitment committee, filing, and selling memorandums, and investor targeting materials.


• Work alongside ECM Origination, Institutional Sales & Trading, and Research during offering execution process to coordinate feedback on deal messaging, company peers, and the capital markets broadly.


• Compile and prepare appropriate marketing materials detailing the William Blair ECM perspective and recommendation on the capital markets, and highlighting William Blair’s equity and distribution platform.


• Prepare and supervise external marketing initiatives which include both weekly and quarterly publications.


• Seek opportunities to streamline processes and propose solutions to complete tasks more efficiently.


• Develop an understanding of macro factors related to client industry, investment banking products and potential implications.


• Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.


• Additional responsibilities as requested.

Qualifications:

• Bachelor’s Degree required


• One to three years of experience in equity capital markets, equity research, equity sales & trading, investment banking, wealth management, or other deal structured environment required


• Proven track record in university studies required


• SIE Exam, Series 79, and Series 63 must be acquired within 150 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 judgement


• Thorough understanding of accounting and finance


• Commitment to satisfying internal and external customers


• Travel required: approximately 5%

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