Investment Banking Analyst 1, Generalist
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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 to create an inclusive culture and foster employees’ professional and personal growth. We empower our people to bring their best thinking each day to deliver tailored, thoughtful work and problem-solving abilities that our clients expect. 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.
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 preferred
* 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
* Fluency in both English and Spanish language is essential
* Travel required: approximately 5%
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
Note: William Blair does not request personal financial information in connection with an employment application or offer; it does not use instant messaging services as part of recruiting. This description includes only information about the role and standard disclosures; external recruiters should follow standard submission processes.
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