Investment Banking Associate

Job Description

Investment Banking Associate – Tech Enabled Services | William Blair

The Tone:
This is a full-time role at William Blair, likely located in Chicago, IL, given the firm’s primary presence and USD salary. William Blair is a premier global partnership firm with nine decades of delivering trusted advice in investment banking, investment management, and private wealth management. This role is crucial for executing in-depth analyses, supporting new business development, managing transaction execution, and delivering investment banking products and services to clients and prospects, contributing directly to the firm’s client success and continued market leadership.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Chicago, IL
• Pay: $175000 yearly
• Mission: To execute comprehensive financial analyses and lead transaction processes to support new business development and deliver investment banking products and services.

What You’ll Actually Do
• Analyze: Perform extensive financial and valuation analyses to assess debt and equity for mergers, acquisitions, and capital raising transactions, providing guidance to junior analysts.
• Model: Build advanced financial models to value potential and actual clients and/or industries, leveraging a broad understanding of valuation, finance, and accounting topics.
• Lead: Lead due diligence, research, analysis, and documentation for potential and live transactions, proactively identifying and communicating potential deal issues to the team.
• Present: Develop, produce, and deliver proposals and presentations to clients and prospects, actively participating in client meetings and drafting sessions.
• Cultivate: Take ownership of client relationships, fostering effective dialogue with finance and accounting staff, anticipating needs, and providing seamless solutions.

The Must-Haves
• Background: Bachelor’s Degree required. This is an Associate-level role in Investment Banking, demanding a deep, sophisticated understanding of accounting and finance.
• Experience: Internship or prior work experience in the financial services industry preferred. Must acquire SIE Exam prior to beginning employment, and Series 79 and Series 63 within 90 days for campus hires, or within 150 days for experienced hires.
• Skills: Detail oriented with strong analytical abilities, excellent mathematical, writing, verbal, and computer skills, effective leadership and coaching skills, and sound judgment.
• Bonus: An MBA is strongly preferred. Candidates should demonstrate a strong desire to win and a commitment to satisfying internal and external customers.