Investment Banking Associate - Tech Enabled Services

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

Join William Blair, the Premier Global Partnership.

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 extensive research and financial modeling, apply valuation methods, and complete due diligence activities. Work closely with client staff to advance projects, gathering necessary information, conveying complex financial modeling outcomes and presenting analysis results. Provide training and mentorship to less experienced staff.

Responsibilities include but may not be limited to:

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  Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Utilize creative approaches to analyses that illustrate key concepts/messages. Carefully review and provide guidance to Analysts’ work.

  
  


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  Build advanced financial models to value potential and actual clients and/or industries, leveraging broad understanding of valuation and broad finance/accounting topics. Demonstrate thorough knowledge of multiple client sectors. Assimilate information to perform insightful analyses.

  
  


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  Lead due diligence, research, analysis and documentation of potential and live transactions. Anticipate potential deal issues and pass concerns through to team members in real time.

  
  


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  Actively participates in presentation development and hypothesis testing to highlight financial analysis and research results.

  
  


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  Develop, produce and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of IB product solutions and underlying components. Engage, with analysts, in the development of marketing materials that highlight the competitive advantage of William Blair.

  
  


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  Actively participate in client meetings and drafting sessions.

  
  


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  Research and expand expertise of industries and/or sectors. Leverage knowledge to target certain clients or industries. Monitor key industry drivers. Offer insights into business trends in sector to facilitate processes. Evaluate and improve BIC content.

  
  


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  Identify improvements to processes and propose solutions to complete tasks more efficiently.

  
  


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  Take ownership of client relationships. Foster effective dialogue with finance and accounting staffs to facilitate processes. Anticipate needs and challenges and provide seamless solutions.

  
  


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

  
  


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  Act as “on the job” trainer for analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members.

  
  


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

  
  


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  Additional responsibilities as requested.

  
  

Qualifications:

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  Bachelor’s Degree required

  
  


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  MBA strongly preferred

  
  


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  Internship or prior work experience in financial services industry preferred

  
  


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  SIE Exam, prior to beginning employment, and Series 79 and Series 63 within 90 days of employment (for US Campus hires only)

  
  


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  SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment (for US experienced hires only)

  
  


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  Detail oriented with strong analytical abilities

  
  


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  Excellent mathematical, writing, verbal and computer skills

  
  


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  Ability to adapt to new tasks with little notice

  
  


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  Ability to manage expectations of senior bankers while working on multiple projects simultaneously

  
  


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  Effective leadership and coaching skills

  
  


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  Strong desire to win

  
  


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  Sound judgement

  
  


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  Deep, sophisticated understanding of accounting and finance

  
  


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  Commitment to satisfying internal and external customers

  
  


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  Travel required: approximately 10% to 30%