William Blair
Investment Banking Analyst, Services & Industrials
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Investment Banking Analyst, Services & Industrials
Full-Time Assistant/Associate – Transactions
Join William Blair, the Premier Global Partnership
Solve today’s challenges with a vision for tomorrow’s opportunities.
Summary
Execute rigorous financial analysis and research to support William Blair’s Investment Banking team in new business development, transactions execution, and investment banking product delivery. Perform valuations, financial modeling, due diligence, client presentations, and relationship-building while mentoring less experienced professionals.
Key Responsibilities
Financial & Valuation Analysis
- Conduct extensive due diligence, valuation, and financial modeling for:
- Mergers & Acquisitions (M&A)
- Capital raising transactions
- Equity and debt valuation
- Develop multiple analytical approaches and methodologies once foundational frameworks are established.
- Apply core valuation techniques, including:
- Comparable Company Analysis
- Precedent Transactions
- Discounted Cash Flow (DCF) modeling
Client & Project Support
- Collaborate with Investment Banking team leads to gather client needs, document findings, and deliver concisely structured presentations.
- Assist in proposal development, marketing collateral, and sales support materials—highlighting William Blair’s competitive approaches.
- Participate in client meetings, presentations, and drafting sessions.
- Support client relationship development by anticipating needs, responding professionally, and enriching client understanding.
Research & Industry Insights
- Research emerging market trends, sector dynamics, and macroeconomic factors relevant to William Blair’s advisory services.
- Contribute to BIC (Business Information Center) content, leveraging cross-deal learnings to inform future strategies.
- Identify process inefficiencies and propose optimizations to streamline workflows.
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Training & Leadership
- Mentor summer interns and junior analysts, sharing best practices and fostering continuous professional development.
Compliance & Miscellaneous
- Ensure all activities align with firm policies, regulatory requirements, and internal standards.
- Address additional responsibilities as directed by leadership.
Requirements
- Bachelor’s degree (any major) or equivalent professional qualifications
- Internship or prior experience in financial services (ideally M&A, equity research, investment banking, or related fields)—essential
- Proven ability to thrive in a high-pressure, analytical, and fast-paced environment.
- Strong financial acumen in areas such as:
- ** Valuation methods (DCF, multiples, comparable analysis)**
- ** Corporate finance and accounting fundamentals**
- Technical and analytical skills
- Proficiency in Excel (advanced financial modeling)
- Familiarity with financial databases, industry tools, and CRM systems (e.g., Bloomberg, FactSet, Salesforce)
- Soft skill Competencies
- Excellent attention to detail and organizational ability
- Strong verbal and written communication (reporting, drafting memos, proposals)
- Ability to work independently and multi-task under tight deadlines
- Adaptability to switch between projects with minimal notice
- Collaborative mindset with drive to succeed
- Travel requirement: Up to 5% over the course of the role.
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About William Blair
For nearly a century, William Blair has built a reputation for delivering trusted, independent investment advice. As an independent partnership, our diverse team of professionals is committed to:
- Client-centric solutions across:
- Investment banking & capital markets
- Investment management & private wealth advisory
- Global reach with deep expertise in markets across North America, Europe, and Asia.
- Inclusive culture that values unique perspectives, continuous learning, and thought leadership.
A staff-owned partnership, William Blair’s strength lies in empowering its colleagues to bring their best judgement and creativity to every engagement.
Invest in a Purposeful Career
Learn more: williamblair.com
Diversity, Equity & Inclusion
William Blair is an Equal Opportunity Employer. We comply with all laws prohibiting discrimination based on:
- Race, color, religion, creed, ancestry
- Marital status, gender, age
- National origin, sexual orientation
- Veterans’ status or disability (unrelated to job functions)
Avoid Scams
William Blair will not:
- Request personal finance details during applications.
- Offer employment outside of formal interview processes at registered offices.
- Use WhatsApp, Telegram, or iMessage for candidate communications.
- Accept unsolicited resumes or charge recruiting fees to candidates.
For queries or concerns, contact the Human Resources team.
Privacy Compliance Notices Available:
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