Investment Banking Analyst – Technology/Software Investment Banking

Job Description

Investment Banking Senior Analyst – Technology | William Blair

The Tone:
This is a full-time role at William Blair, location not specified. William Blair is a global partnership specializing in investment banking, investment management, and private wealth management, providing trusted advisory services and solutions across various asset classes and markets for over ninety years. This role is vital for supporting new business development and executing transactions, enabling the firm to deliver tailored financial products and services to its technology clients and prospects. The position contributes to the firm’s commitment to empowering its colleagues to deliver client success and thoughtful problem-solving.

The TL;DR
• Role: Mid-Level
• Type: Full-time
• Location: In-person, location not specified
• Pay: $125000 yearly
• Team: Reports to an Investment Banking team lead.
• Mission: To support new business development and transaction execution by performing in-depth financial analyses and modeling for technology clients and prospects.

What You’ll Actually Do
• Valuation Analysis: Perform extensive financial and valuation analyses to value debt and equity for mergers, acquisitions, and capital raising transactions.
• Financial Modeling: Build comprehensive financial models to value potential and actual clients or industries, executing core valuation methods such as comparable companies and discounted cash flow.
• Due Diligence and Research: Perform thorough due diligence, research, analysis, and documentation for potential and live transactions, escalating identified deal issues.
• Presentation Development: Draft management presentations to highlight financial analysis and research results, and assist in developing proposals for clients and prospects.
• Mentorship and Training: Provide training and mentorship to summer interns and less experienced Analysts, imparting best practices.

The Must-Haves
• Background: Bachelor’s Degree required; previous experience as an Investment Banking Analyst or equivalent is strongly preferred.
• Experience: At least 1 year of investment banking experience covering technology or software (or private equity equivalent) is required, along with a proven track record in university studies. SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment.
• Skills: Detail oriented with strong analytical abilities, excellent mathematical, writing, verbal, and computer skills, and a thorough understanding of accounting and finance.
• Bonus: A strong desire to succeed, developing increasingly sound judgment, and the ability to adapt to new tasks with little notice.