Investment Banking Analyst - Technology

Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform research and financial modeling, apply core valuation methods, and complete due diligence activities at the direction of the Investment Banking team lead. Work closely with client staff to advance projects, gathering necessary information, describing financial modeling methodology, and presenting results directly related to scope of analysis. Provide training and mentorship to summer interns and less experienced Analysts.

Responsibilities include but may not be limited to:

• Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Form varied approaches to analyses once fundamental base of approach is set.


• Build financial models to value potential and actual clients and/or industries. Execute core valuation methods, such as comparable companies, precedents and discounted cash flow. Effectively synthesize information to convey complex financial modeling outcomes.


• Perform due diligence, research, analysis and documentation of potential and live transactions. Identify potential deal issues and properly escalate concerns to team members.


• 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. Draft marketing materials, emphasizing the advantages of William Blair and its investment banking methods/approach.


• Participate in client meetings and drafting sessions.


• Research industries or sectors, as identified by senior bankers, to target certain clients or industries. Evaluate and improve BIC content. Leverage learnings across deals.


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


• Support client relationship development by developing a detailed understanding of client needs and challenges, providing professional and responsive service and anticipating client information needs.


• 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.

Qualifications:

• Bachelor’s Degree required


• Prior investment banking experience required; previous experience as an Analyst, or equivalent, strongly preferred


• 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 customer


• Travel required: approximately 5%

#LI-CG1