Investment Banking Summer Analyst, Summer 2026 Program

As an Investment Banking Summer Analyst at William Blair, you will engage in various tasks that mirror those of a full-time analyst. This includes conducting industry research, creating financial models to evaluate potential clients, and preparing pitch presentations. You’ll also collaborate with senior bankers on live deals and gain direct exposure to clients, which is a fantastic way to kickstart your investment banking career.

To be considered for the Investment Banking Summer Analyst role at William Blair, candidates should be pursuing an undergraduate degree with graduation expected between December 2026 to July 2027. A cumulative GPA of 3.5 or above is preferred, though all applicants are welcome. Additionally, candidates should showcase strong analytical skills, a solid understanding of finance, and proficient computer skills, particularly in Microsoft Excel, Word, and PowerPoint.

The Summer Analyst Program at William Blair is designed to accelerate your personal and professional development. You'll receive mentorship from seasoned bankers who take an active interest in your growth. Working in a collaborative environment allows for hands-on experience with essential banking tasks while building a network that can support your long-term career goals in investment banking.

To apply for the Investment Banking Summer Analyst position at William Blair, you need to complete an online application by January 23rd. After your application is submitted, you'll receive a link to complete a pre-interview assessment called Suited, which must be finished within 48 hours. Make sure to check your spam folder for any communications regarding your application.

Candidates interviewing for the Investment Banking Summer Analyst position can expect a multi-step interview process. Initially, you'll take the Suited assessment, followed by one or more interviews that may include behavioral questions and technical assessments. It’s essential to demonstrate your analytical thinking, passion for investment banking, and readiness to contribute to the team.

When answering this question, showcase your organizational skills and ability to manage multiple tasks. Discuss methods you use to prioritize, such as deadlines, the complexity of tasks, and the impact on team objectives. Emphasize your adaptability and willingness to ask for guidance when needed.

Choose a specific example from your academic or professional experience where collaboration was essential. Detail your role, contributions, and how you resolved any conflicts. Highlight the outcome and what you learned about teamwork, which is crucial in investment banking.

Discuss your interest in William Blair’s values, culture, and focus on client service. Highlight your alignment with their team-oriented approach and commitment to professional development. This shows your research into the company and genuine enthusiasm for the role.

Share techniques you use to manage stress, such as maintaining a schedule, seeking support from colleagues, and taking breaks when necessary. Emphasize a specific instance where you successfully met a tight deadline while remaining effective.

Systematically explain financial modeling, covering its purpose and importance in investment banking. Discuss any relevant coursework or experiences you have had in creating models and how you approach these tasks, demonstrating your analytical skills.

When addressing this question, outline your research methodology—how you gather data, analyze industry trends, and synthesize information. Mention specific tools or resources you utilize and how your findings play a part in decision-making or presenting to clients.

Stress your understanding of William Blair’s culture, commitment to community, and emphasis on teamwork. Reflect on your personal values and experiences that align with their mission, showcasing your potential contribution to their success.

Identify core skills such as analytical and quantitative thinking, attention to detail, and effective communication. Provide examples of how you’ve developed these skills, emphasizing their relevance in the fast-paced environment of investment banking.

Choose a deal that resonates with your interests or shows your industry knowledge. Discuss its significance, involved parties, and what you found compelling about it. This demonstrates your engagement with the market and ability to analyze complex information.

Share the resources and methods you use to keep up-to-date with financial markets, such as news outlets, finance blogs, or academic journals. Emphasize your proactive approach to learning and adapting quickly in the fast-evolving landscape of investment banking.