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Investment Banking Associate - Tech-Enabled Services

Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.

Join William Blair, the Premier Global Boutique.

William Blair has delivered trusted advice for nearly nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.

We are committed to our people and culture, values, clients, and local communities.

What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries.

We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.

We work tirelessly to create an inclusive culture and take pride in fostering employees’ professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.

Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder.

We invite you to learn about how we are seeking excellence in everything we do and empowering our clients’ success with passion, creativity, and rigor. For more information, visit williamblair.com.

Support investment banking activities including new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform extensive analysis and research such as financial modeling, apply valuation methods, and support due diligence activities. Work closely with client staff to advance projects, gathering necessary information, performing complex financial modeling outcomes and presenting analysis. Provide training and mentorship to Analysts.

Responsibilities include but may not be limited to:

Perform extensive financial/valuation analyses for mergers, acquisitions and capital raising transactions. Utilize creative approaches to analyses that illustrate key concepts/messages. Carefully review and provide guidance to Analysts’ work.
Build advanced financial models to value potential and actual clients and/or industries, leveraging broad understanding of valuation and broad finance/accounting topics. Demonstrate thorough knowledge of multiple client sectors. Assimilate information to perform insightful analyses.
Lead due diligence, research, analysis and documentation of potential and live transactions. Anticipate potential deal issues and pass concerns through to team members in real time.
Actively participates in presentation development and hypothesis testing to highlight financial analysis and research results.
Develop, produce and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of IB product solutions and underlying components. Engage, with Analysts, in the development of marketing materials that highlight the competitive advantage of William Blair.
Actively participate in client meetings and drafting sessions.
Identify improvements to processes and propose solutions to complete tasks more efficiently.
Take ownership of client relationships. Foster effective dialogue with finance and accounting staffs to facilitate processes. Anticipate needs and challenges and provide seamless solutions.
Demonstrate an understanding of macro factors related to client industry, investment banking products and potential implications.
Act as “on the job” trainer for Analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members.
Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.
Additional responsibilities as requested.

Qualifications:

Bachelor’s Degree required
Prior investment banking experience required; 2+ years as an Investment Banking Analyst strongly preferred
Detail oriented with strong analytical abilities
Deep, sophisticated understanding of accounting and finance
Excellent mathematical, writing, verbal and computer skills
Ability to adapt to new tasks with little notice
Ability to manage expectations of senior bankers while working on multiple projects simultaneously
Effective leadership and coaching skills
Sound judgement
Commitment to satisfying internal and external customers
SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment
Travel required: approximately 5% to 30%

#LI-CG1

William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v

Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.

Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.

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Contact us should you have any questions or concerns.

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$110000 / YEARLY (est.)

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$90000K

$130000K

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What You Should Know About Investment Banking Associate - Tech-Enabled Services, William Blair

Join William Blair as an Investment Banking Associate in Tech-Enabled Services and be part of a team that excels in delivering innovative solutions. Based in Chicago, Illinois, this role plays a crucial part in supporting investment banking activities including new business development, transaction execution, and specifically tailoring investment banking products and services to meet clients' unique needs. You’ll conduct extensive analysis and research, utilizing advanced financial modeling and valuation methods while collaborating closely with clients to drive projects forward. This position isn’t just about crunching numbers; it's about engaging with teams, providing mentorship to Analysts, and helping clients navigate complex financial landscapes. You'll be on the frontlines, leading due diligence, producing compelling presentations, and championing improvements in processes to enhance efficiency. William Blair prides itself on its commitment to excellence and inclusivity, fostering an environment where you can truly shine. You’ll also gain valuable exposure to diverse sectors, build strong client relationships, and contribute to the long-term success of the firm and its communities. This is more than just a job; it’s an opportunity to grow personally and professionally in a supportive atmosphere. If you’re ready to take the leap into a dynamic role where you can make a significant impact, we encourage you to explore the possibilities with us.

Frequently Asked Questions (FAQs) for Investment Banking Associate - Tech-Enabled Services Role at William Blair

What are the responsibilities of an Investment Banking Associate at William Blair?

As an Investment Banking Associate at William Blair, you will engage in a variety of key responsibilities, including conducting financial modeling and valuation analyses, leading due diligence processes, and developing presentations for clients. You will also mentor Analysts, assist in business development, and support transaction execution, all while maintaining excellent client relationships.