Investment Banking Associate

Job Description

2027 Investment Banking Full-Time MBA Associate | William Blair

The Tone:
This is a full-time role at William Blair, likely based in one of their global offices, requiring some travel. William Blair is an independent partnership delivering trusted advice in investment banking, investment management, and private wealth management. This role is critical for executing in-depth analyses, supporting new business development, and contributing to transaction execution, ensuring the delivery of investment banking products and services to clients. The firm empowers its colleagues to deliver client success and offers tailored solutions to evolving market conditions.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person
• Pay: $175000 yearly
• Mission: Execute rigorous financial analysis, modeling, and due diligence to support client transactions and develop new business opportunities for the firm.

What You’ll Actually Do
• Analysis: Perform extensive financial and valuation analyses to assess debt and equity for mergers, acquisitions, and capital raising transactions.
• Modeling: Build advanced financial models to value potential and actual clients or industries, applying a broad understanding of finance and accounting.
• Due Diligence: Lead due diligence, research, analysis, and documentation for potential and live transactions, proactively identifying potential issues.
• Presentations: Actively participate in developing presentations and testing hypotheses to highlight financial analysis and research outcomes.
• Client Engagement: Develop, produce, and deliver proposals and presentations to clients and prospects, showcasing a comprehensive knowledge of investment banking solutions.

The Must-Haves
• Background: MBA Degree required with an anticipated graduation date between December 2026 and June 2027, with a deep understanding of accounting and finance.
• Experience: Must obtain SIE Exam prior to employment, and Series 79 and Series 63 within 90 days of employment.
• Skills: Detail-oriented with strong analytical abilities, excellent mathematical, writing, verbal, and computer skills, and effective leadership and coaching skills.
• Bonus: Internship or prior work experience in the financial services industry preferred, along with a strong desire to succeed, sound judgment, and a commitment to satisfying customers.