Investment Banking Associate – Financial Analysis

Job Description

2027 Investment Banking Full-Time MBA Associate | William Blair

The Tone:
This is a full-time role at William Blair, located in-person. William Blair is a premier global partnership delivering trusted advice and strategic solutions across North America, Europe, and Asia for nine decades. The firm focuses on empowering colleagues to achieve client success and engage with communities. This role is crucial for executing in-depth analyses, supporting new business development, and facilitating transaction execution for clients and prospects.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person
• Pay: $175000 yearly
• Mission: Support new business development, transaction execution, and the delivery of investment banking products and services to clients and prospects.

What You’ll Actually Do
• Analysis: Perform extensive financial and valuation analyses to value debt and equity for mergers, acquisitions, and capital raising transactions.
• Modeling: Build advanced financial models to value potential and actual clients and/or industries, integrating broad finance and accounting knowledge.
• Due Diligence: Lead due diligence, research, analysis, and documentation for potential and live transactions, proactively identifying and raising issues.
• Presentations: Develop and deliver compelling proposals and presentations to clients and prospects, showcasing a broad understanding of investment banking solutions.
• Mentorship: Mentor and provide constructive feedback to analysts, acting as an on-the-job trainer and ensuring quality work product.

The Must-Haves
• Background: Master’s Degree in Business Administration, with anticipated graduation between December 2026 and June 2027, focusing on finance and accounting.
• Experience: SIE Exam required prior to employment, with Series 79 and Series 63 to be obtained within 90 days of employment.
• Skills: Strong analytical and mathematical abilities, excellent writing and verbal communication, deep understanding of accounting and finance, effective leadership and coaching skills, and the ability to manage multiple projects simultaneously.
• Bonus: Prior work experience or an internship in the financial services industry, sound judgment, and a strong desire for success.