The candidate must have a strong academic background, analytical skills, project management abilities, and excellent communication skills. They should also demonstrate a passion for investment banking, adaptability to change, and be detail-oriented. Proficiency in Microsoft Excel, Word, and PowerPoint is required, and the candidate must be willing to relocate to New York City.

As an Investment Banking Summer Analyst at William Blair's Private Capital Advisory, you will have the opportunity to work alongside experienced bankers, gaining direct client exposure and playing an integral role in deals. Your responsibilities will include conducting research, building financial models, assisting in pitch materials creation, and contributing to team-oriented, client-focused efforts in an energetic and entrepreneurial environment.

Banking & Finance

United States

New York

Medium

Integrity

Client Focus

Engagement

Inclusivity

Agility

Entrepreneurship

Excellence

Partnership

William Blair is a global boutique in investment banking, investment management, and private wealth management. The company provides advisory services, strategies, and solutions to meet clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, it operates in more than 20 offices, with about 1.500 employees worldwide.

Finance

William Blair

Investment Banking

<ul><li>The William Blair Private Capital Advisory (PCA) team advises alternative investment managers on a wide range of transactions, including continuation funds, strip sales, fund recapitalizations, direct secondaries, LP tender offers, and others. The PCA team serves fund managers pursuing a wide spectrum of investment strategies, such as buyouts, growth equity, venture, distressed/turnaround, infrastructure, mezzanine, credit, and real assets. From transaction origination through closing, members of our PCA group work as a unified team with colleagues from industry coverage, M&amp;A advisory, and the Financial Sponsors Group to provide tailored solutions designed to optimize client outcomes.</li><li>The secondary advisory role combines investment banking activity (deal origination, due diligence, financial modeling, strategic and financial advice, structuring and execution) with capital markets responsibilities (institutional coverage and distribution).</li><li>The private equity secondary market accounted for over $130 billion of transaction volume in 2021 and is one of the fastest-growing asset classes within the alternative investment ecosystem.</li><li>We know you have choices on how you spend your summer but encourage you to apply for William Blair’s 2025 Private Capital Advisory Summer Analyst Program. Take the opportunity to build on the fundamentals of your academic background, gain practical knowledge to help prepare you for your next steps and be part of an organization that fosters innovation and invests in our most important asset, our people.</li></ul>

Currently Studying

Undergraduate

Bachelors

The William Blair Private Capital Advisory (PCA) team advises alternative investment managers on a wide range of transactions, including continuation funds, strip sales, fund recapitalizations, direct secondaries, LP tender offers, and others. The PCA team serves fund managers pursuing a wide spectrum of investment strategies, such as buyouts, growth equity, venture, distressed/turnaround, infrastructure, mezzanine, credit, and real assets. From transaction origination through closing, members of our PCA group work as a unified team with colleagues from industry coverage, M&A advisory, and the Financial Sponsors Group to provide tailored solutions designed to optimize client outcomes.The secondary advisory role combines investment banking activity (deal origination, due diligence, financial modeling, strategic and financial advice, structuring and execution) with capital markets responsibilities (institutional coverage and distribution).The private equity secondary market accounted for over $130 billion of transaction volume in 2021 and is one of the fastest-growing asset classes within the alternative investment ecosystem.We know you have choices on how you spend your summer but encourage you to apply for William Blair’s 2025 Private Capital Advisory Summer Analyst Program. Take the opportunity to build on the fundamentals of your academic background, gain practical knowledge to help prepare you for your next steps and be part of an organization that fosters innovation and invests in our most important asset, our people.

Investment Banking Summer Analyst, Private Capital Advisory, Summer 2025 Program - William Blair

Investment Banking Summer Analyst, Private Capital Advisory, Summer 2025 Program