Investment Banking Senior Analyst - Technology

Responsibilities

• 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 directly related to the scope of analysis.
• Provide training and mentorship to summer interns and less experienced Analysts.
• 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 identified by senior bankers to target certain clients or industries; evaluate and improve BIC content and 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.
• Perform additional responsibilities as requested.

Qualifications

• Bachelor's Degree required.
• Prior investment banking experience required; previous experience as an Analyst, or equivalent, strongly preferred.
• At least 1 year of investment banking experience covering technology/software (or PE equivalent) required.
• Proven track record in university studies required.
• SIE Exam, Series 79, and Series 63 must be acquired within 150 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.
• Demonstrates increasingly sound judgement.
• Thorough understanding of accounting and finance.
• Commitment to satisfying internal and external customers.
• Travel required: approximately 5%.

Pay and Benefits

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 the 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.

Featured benefit offerings include medical, dental, and vision coverage; employer-paid short- and long-term disability and life insurance; 401(k); profit sharing; paid time off; Maven family and fertility benefit; parental leave (including adoption, surrogacy, and foster placement); and other voluntary benefits.

• Base salary range: $125,000–$125,000 USD.

About the Firm

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