William Blair
Investment Banking Analyst, Services & Industrials
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Investment Banking Analyst, Services & Industrials
Financial Analyst – Investment Banking
Join William Blair, the Premier Global Partnership
About the Role
At William Blair, we execute in-depth analyses to support new business development, transaction execution, and the delivery of investment banking products and services to clients. The role involves research, financial modeling, valuation techniques, and due diligence under the guidance of investment banking leadership.
70% of the role is frontend client-facing—developing relationships and presenting analyses to clients. The other 30% is structured for portfolio projects where participants are assigned specific deliverables by senior bankers.
You'll work closely with clients to gather data, describe methodologies, and present findings. Additionally, you’ll mentor summer interns and upskill junior team members, building future talent.
Responsibilities
- Core Valuation & Modelling
- Perform debt/equity valuation analyses for mergers & acquisitions (M&A) and capital raising transactions using comparative approaches (comps, precedents), discounted cash flow (DCF) methods, and financial modeling.
- Construct financial models to assess clients and sectors.
- Due Diligence & Analysis
- Conduct due diligence, research, and prepare documentation for pending/live transactions.
- Indentify risks and escalate concerns to senior team members.
- Research industries/sector guidance at the direction of senior bankers.
- Client Delivery & Marketing
- Draft management presentations for financial analysis results.
- Assist with client-facing proposals, marketing materials, and training sessions.
- Present to clients to clearly communicate complex financial insights.
- Process Improvement & Learning
- Research process efficiencies and propose enhancements for cross-sector learnings.
- Ensure compliance with all policies and regulatory requirements.
- Mentorship
- Guide summer interns and junior analysts.
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Requirements & Qualifications
- Essential:
- Bachelor’s degree (relevant field preferred).
- Prior internship or financial services industry (ideally M&A) experience—essential.
- Excellent analytical, mathematical, writing, verbal, and computer skills.
- Demonstrated degree performance (e.g., strong GPA).
- Ability to handle multiple projects and process large amounts of data.
- Thrives in high-energy, results-driven environment.
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- Complementary Strengths:
- Strong accounting/finance knowledge.
- Adaptability to new tasks quickly.
- Travel: ~5% (domestic/international).
About William Blair
William Blair is an independent partnership providing tailored advisory services, strategies, and solutions across global markets—North America, Europe, and Asia. We empower our people to bring unique perspectives, driving tailored solutions for dynamic clients. More at williamblair.com.
Commitment to Inclusion
We foster a culture of equity, diversity, and inclusion, adhering strictly to employment laws and equitable practices. Equal opportunity employer (EEO) for veterans, individuals with disabilities, minorities, and all who meet qualifications.
Note to Candidates: Avoid financial requests— respectable offers originate post-interview. We decline unsolicited resumes from recruiters and do not use non-professional messaging platforms (e.g., WhatsApp) in hiring.
Data Privacy: See California Consent Notice or GDPR Policies for full transparency. Questions? Contact our HR team.
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