2027 Investment Banking Full-Time MBA Associate

William Blair · Atlanta, GA · 2 days ago

OTHR$175k/yrFull-time

Responsibilities

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.
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.
Absorb information to perform insightful analyses.
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.
Actively participate in presentation development and hypothesis testing to highlight financial analysis and research results.
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.
Participate in client meetings and drafting sessions.
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.
Identify improvements to processes and propose solutions to complete tasks more efficiently.
Take ownership of client relationships. Foster effective dialogue with finance and accounting staffs to facilitate processes.
Anticipate needs and challenges and provide seamless solutions.
Demonstrate an understanding of macro factors related to client industry, investment banking products, and potential implications.
As ‘on the job’ trainer for analysts, provide 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.
Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.

Qualifications

MBA Degree required with an anticipated graduation date between December 2026 and June 2027.
Internship or prior work experience in financial services industry preferred.
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.
Effective leadership and coaching skills.
Strong desire to win.
Sound judgement.
Deep, sophisticated understanding of accounting and finance.
Commitment to satisfying internal and external customers.

About the Role

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. Work closely with client staff to advance projects, gathering necessary information, conveying complex financial modeling outcomes and presenting analysis results.

Benefits

William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v

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