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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 deli…
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Full-time
bachelor degree
Posted 13d ago
~40 hrs/week
Responsibilities
Execute in-depth financial analyses, valuation modeling, and due diligence to support M&A and capital raising transactions. Develop client presentations, conduct industry research, and provide mentorship to junior analysts and interns.
Requirements
Requires a Bachelor's degree and essential prior work experience or internships in the financial services industry, specifically in M&A. Candidates must possess strong analytical, mathematical, and writing skills with a thorough understanding of accounting and finance.
Full 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 research and financial modeling, apply core valuation methods, and complete due diligence activities at the direction of the Investment Banking team lead. Work closely with client staff to advance projects, gathering necessary information, describing financial modeling methodology, and presenting results directly related to scope of analysis. Provide training and mentorship to summer interns and less experienced Analysts.
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. Form varied approaches to analyses once fundamental base of approach is set.
Build financial models to value potential and actual clients and/or industries. Execute core valuation methods, such as comparable companies, precedents and discounted cash flow. Effectively synthesize information to convey complex financial modeling outcomes.
Perform due diligence, research, analysis and documentation of potential and live transactions. Identify potential deal issues and properly escalate concerns to team members.
Draft management presentations to highlight financial analysis and research results.
Assist in the development, production and delivery of proposals and presentations to clients and prospects. Draft marketing materials, emphasizing the advantages of William Blair and its investment banking methods/approach.
Participate in client meetings and drafting sessions.
Research industries or sectors, as identified by senior bankers, to target certain clients or industries. Evaluate and improve BIC content. Leverage learnings across deals.
Seek opportunities to streamline processes and propose solutions to complete tasks more efficiently.
Support client relationship development by developing a detailed understanding of client needs and challenges, providing professional and responsive service and anticipating client information needs.
Develop an understanding of macro factors related to client industry, investment banking products and potential implications.
Mentor summer interns and invest in teaching subsequent classes of analysts, imparting best practices.
Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.
Additional responsibilities as requested.
Qualifications:
Bachelor’s Degree required
Internship or prior work experience in financial services industry (ideally M&A) is essential
Proven track record in university studies required
Detail oriented with strong analytical abilities
Excellent mathematical, writing, verbal and computer skills
Ability to adapt to new tasks with little notice
Ability to work on multiple projects simultaneously
Strong desire to win
Developing increasingly sound judgement
Thorough understanding of accounting and finance
Commitment to satisfying internal and external customers
Travel required: approximately 5%
Targeted start date for this role will be September / October 2026
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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.
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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William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity research. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs.
As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.
Social Media Disclaimer: williamblair.com/Disclosures#social
Offices: 150 North Riverside Plaza, Chicago, IL 60606, US
William Blair is the premier global partnership with expertise in investment banking, investment management, private wealth management, institutional sales and trading, and equity research. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs.
As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.
Social Media Disclaimer: williamblair.com/Disclosures#social
Offices: 150 North Riverside Plaza, Chicago, IL 60606, US