Investment Banking Senior Analyst - Industrial Growth Products

Solutions for Today’s Challenges

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 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.
• Execute 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.
• Aid 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.
• 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.

Qualifications

• Bachelor’s Degree required.
• Prior investment banking experience required; 2+ years previous experience as an Analyst, or equivalent, strongly preferred.
• Proven track record in university studies required.
• SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment (for US only).
• Requirement to successfully complete Level 3 exams with FCA within 90 days of commencing employment (for UK and EU only).
• 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.

Requirements

• Travel required: approximately 5%.

Benefits

Our featured benefit offerings include 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), as well as other voluntary benefits.

Pay

A reasonable estimate of the current base salary range at time of posting is below. 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.

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.

Contact Us

If you have any questions or concerns, please contact us.