2027 Investment Banking Full-Time Analyst

William Blair is a premier global partnership focused on delivering trusted advice and tailored solutions to clients across asset classes and markets.

About the role

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. Provide training and mentorship to summer interns and less experienced Analysts.

Responsibilities

• Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions, and capital-raising transactions.
• Form varied approaches to analyses once the 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 understanding 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.

Requirements

• Bachelor’s Degree required with an anticipated graduation date between December 2026 and June 2027.
• Internship or prior work experience in the financial services industry preferred.
• Proven track record in university studies required.
• SIE Exam prior to beginning employment, and Series 79 and Series 63 within 90 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 judgment.
• Thorough understanding of accounting and finance.
• Commitment to satisfying internal and external customers.
• Approximately 5% travel required.

William Blair is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.

Pay

Base salary range: $110,000—$110,000 USD. This role is eligible for either a discretionary annual bonus (based on company, business unit, and individual performance) and/or commission-based incentives.

Benefits

• Medical, dental, and vision coverage.
• Employer-paid short & long-term disability and life insurance.
• 401(k) and profit sharing.
• Paid time off.
• Maven family & fertility benefit.
• Parental leave (including adoption, surrogacy, and foster placement).
• Other voluntary benefits.