Investment Banking Associate 1, Services & Industrials

Investment Banking Associate 1, Services & Industrials at William Blair

Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities. Join William Blair, the Premier Global Partnership. William Blair has delivered trusted advice for 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.

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

• Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions, utilizing creative approaches and reviewing analysts’ work.
• Build advanced financial models to value potential and actual clients and/or industries, demonstrating thorough knowledge of multiple client sectors and assimilating information to perform insightful analyses.
• Lead due diligence, research, analysis and documentation of potential and live transactions, anticipating deal issues and communicating concerns to team members.
• Actively participate in presentation development, hypothesis testing and client meetings, drafting sessions, and proposal delivery to clients and prospects.
• Research and expand expertise of industries and/or sectors, monitor key industry drivers and offer insights into business trends to facilitate processes.
• Identify improvements to processes and propose solutions to complete tasks more efficiently.
• Take ownership of client relationships, fostering effective dialogue with finance and accounting staffs to facilitate processes and anticipate needs.
• 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 and ensuring high quality work product.
• Ensure all activities comply with applicable rules, regulations, policies and procedures.
• Additional responsibilities as requested.

Qualifications

• Bachelor’s Degree 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 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%.
• Internship or prior work experience in financial services industry preferred.

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.