2027 Investment Banking Full-Time Analyst, Secondary Advisory

William Blair’s Secondary Advisory team of experts provide financial sponsors and their investors with holistic, bespoke solutions across all stages of the private equity lifecycle. The private equity community relies on us for premier guidance and expertise when navigating GP-led transactions (single-asset and multi-asset continuation vehicles, fund restructurings & recapitalizations, spin-outs & spin-ins, portfolio company shareholder liquidity solutions, strip sales, and tender offers) and LP-led transactions.

Responsibilities

• 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.

Requirements

• Bachelor’s Degree required with an anticipated graduation date between December 2026 and June 2027.
• Internship or prior work experience in 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 judgement.
• Thorough understanding of accounting and finance.
• Commitment to satisfying internal and external customers.
• Travel required: approximately 5%.

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

Pay

A reasonable estimate of the current base salary range at time of posting is $110,000—$110,000 USD. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position. 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).
• Profit sharing.
• Paid time off.
• Maven family & fertility benefit.
• Parental leave (including adoption, surrogacy, and foster placement).
• Other voluntary benefits.

About Our Firm

William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, and Asia. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.