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Associate, Secondary Advisory

  • Job
    Full-time
    Junior Level
  • Consulting
    Banking & Finance
  • London

AI generated summary

  • You need a Bachelor's, investment banking experience (preferably in secondaries), 2+ years as an Analyst, strong analytical and accounting skills, and effective leadership. Travel 10%-30% may be necessary.
  • You will lead due diligence and financial modeling for transactions, develop client proposals, mentor analysts, and enhance team growth and marketing materials. Additional tasks may arise as needed.

Requirements

  • Bachelor’s Degree required
  • Prior investment banking experience required (ideally, in a secondaries advisory role)
  • 2+ years experience as an Investment Banking Analyst strongly preferred
  • Detail-oriented with strong analytical abilities
  • Deep, sophisticated understanding of accounting and finance
  • Excellent mathematical, writing, verbal and computer skills
  • Ability to adapt to new tasks
  • Ability to manage expectations of senior bankers while working on multiple projects simultaneously
  • Effective leadership and coaching skills
  • Strong desire to win and commitment to excellence
  • Sound judgement and reasoning abilities
  • Travel required: approximately 10% to 30%

Responsibilities

  • 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.
  • Lead extensive financial modeling to analyze GP-led transactions utilizing thoughtful due diligence and leveraging broad understanding of valuation and broad finance/accounting topics.
  • Develop, produce and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of secondary market product solutions and underlying components.
  • Engage with analysts in the development of marketing materials that highlight William Blair’s competitive advantages and overall product knowledge.
  • Participate in growth of the team, facilitating analyst development, best practices and continued scaling of the overall PCA platform.
  • Act as “on the job” mentor 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.
  • Additional responsibilities as requested.

FAQs

What is the primary focus of the Associate, Secondary Advisory position at William Blair?

The primary focus of the Associate, Secondary Advisory position is to support GP-led transactions by leading in-depth analyses, facilitating deal execution, client pitching, and investor management.

What are the educational requirements for this role?

A Bachelor’s Degree is required for the Associate, Secondary Advisory position.

How much prior experience is needed for this role?

Prior investment banking experience is required, ideally in a secondaries advisory role, with a strong preference for 2+ years experience as an Investment Banking Analyst.

What specific skills are essential for this position?

Essential skills include strong analytical abilities, a sophisticated understanding of accounting and finance, excellent mathematical, writing, verbal, and computer skills, effective leadership and coaching skills, and sound judgment.

Will there be travel required for this position?

Yes, travel is required for approximately 10% to 30% of the time.

How does William Blair foster an inclusive culture?

William Blair strives to create an inclusive culture by attracting diverse candidates and empowering them to bring their best thinking every day, while also focusing on professional and personal growth.

What responsibilities will I have in helping develop analysts in this role?

You will act as an "on the job" mentor for analysts, providing constructive feedback, improving the quality of their work, and ensuring senior team members are aware of all team members' valuable contributions.

What types of transactions will I be working on as an Associate in GP-led secondaries?

You will work on various GP-led transactions including single- and multi-asset continuation vehicles, spin-outs & spin-ins, strip sales, NAV loans, tender offers, and other transaction types.

Is there a focus on client interaction in this role?

Yes, the role involves developing, producing, and delivering proposals and presentations to clients and prospects, showcasing your knowledge of secondary market product solutions.

How does William Blair prioritize community partnerships?

William Blair is proud of its long-term partnerships with the communities in which it operates, a legacy inherited from its founder, and remains committed to those relationships.

Finance
Industry
1001-5000
Employees
1935
Founded Year

Mission & Purpose

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.

Culture & Values

  • Integrity

    Honor our commitments while always upholding the highest ethical standards.

  • Client Focus

    Driven to provide exceptional service and outcomes.

  • Engagement

    Find joy in what we do, seek balanced lives and celebrate the successes of our clients, teams, and each other.

  • Inclusivity

    Actively embrace diversity of thought, opinion, and background.

  • Agility

    Anticipate new opportunities, embrace change, and adapt.

  • Entrepreneurship

    Promote organizational, team and individual initiative.

  • Excellence

    Set the highest bar for quality in all our pursuits.

  • Partnership

    Be leaders, investing together in the enduring success of our colleagues, clients, and communities.

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