Job Description
Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.
Join William Blair, the Premier Global Partnership.
Execute in-depth analyses to support new business development, transaction
execution and the delivery of investment banking products and services to
clients and prospects. Perform extensive research and financial modeling, apply
valuation methods, and complete due diligence activities. Work closely with
client staff to advance projects, gathering necessary information, conveying
complex financial modeling outcomes and presenting analysis results. Provide
training and mentorship to less experienced staff.
Responsibilities include but may not be limited to:
* Perform extensive financial/valuation analyses to value debt and equity 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.
- Research and expand expertise of industries and/or sectors. Leverage
knowledge to target certain clients or industries. Monitor key industry
drivers. Offer insights into business trends in sector to facilitate
processes. Evaluate and improve BIC content.
* 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
- MBA strongly preferred
- Internship or prior work experience in financial services industry preferred
- SIE Exam, prior to beginning employment, and Series 79 and Series 63 within
90 days of employment (for US Campus hires only)
* SIE Exam, Series 79, and Series 63 must be acquired within 150 days of
employment (for US experienced hires only)
- Detail oriented with strong analytical abilities
- 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
- Strong desire to win
- Sound judgement
- Deep, sophisticated understanding of accounting and finance
- Commitment to satisfying internal and external customers
- Travel required: approximately 10% to 30%
#LI-CG1
A reasonable estimate of the current base salary range at time of posting is
below. Base salary does not include other forms of compensation or benefits.
Actual base salary within the specified range is based on several factors,
including but not limited to applicant's skills, prior relevant experience,
specific degrees and certifications, job responsibilities, market considerations
and, if applicable, the location of the position.
This role is eligible for either a discretionary annual bonus (based on company,
business unit and individual performance) and/or commission-based incentives.
Our featured benefit offerings include medical, dental and vision coverage,
employer paid short & long-term disability and life insurance, 401(k), profit
sharing, paid time off, Maven family & fertility benefit, parental leave
(including adoption, surrogacy, and foster placement), as well as other
voluntary benefits.
Salary Range
$175,000—$175,000 USD
ABOUT OUR FIRM
William Blair strives to attract qualified candidates who specialize in
investment banking, investment management, private wealth management, and other
strategic resource groups. We are committed to empowering our colleagues to
deliver client success and engage in our communities. Our firm has delivered
trusted advice for nine decades, continuing to deepen our expertise and
relationships across asset classes and markets throughout North America, Europe,
and Asia. We provide advisory services, strategies, and solutions to meet
clients’ evolving needs amid dynamic market conditions and varying industries.
What sets us apart is that we are an independent partnership, with colleagues
who have unique experiences, perspectives, and backgrounds. We empower our
people to bring their best thinking so we can deliver the tailored, thoughtful
work and problem-solving abilities that our clients expect. We invite you to
learn more about us by visiting williamblair.com
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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.
Download William Blair's privacy policies for job applicants:
* California Consumer Privacy Act Privacy Notice (CCPA)
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* General Data Protection Regulation Privacy Notice (GDPR)
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questions or concerns.
Job Tags
Full time, Temporary work, Work experience placement, Summer work, Internship, Summer internship