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Investment Banking Associate, Consumer Products & Services

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William Blair

17d ago

  • Job
    Full-time
    Mid & Senior Level
  • Business, Operations & Strategy
    Banking & Finance
  • London

AI generated summary

  • You need a Bachelor’s degree, preferred MBA, strong analytical and math skills, leadership ability, sound judgment, and financial knowledge. Prior financial services experience is a plus.
  • You will perform financial analyses, build models, lead due diligence, develop client presentations, mentor analysts, and foster client relationships while ensuring compliance and identifying process improvements.

Requirements

  • Bachelor’s Degree required
  • MBA strongly preferred
  • 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

Responsibilities

  • 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 Include But May Not Be Limited To
  • Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Utilize creative approaches to analyses that illustrate key concepts/messages. Carefully review and provide guidance to Analysts’ work.
  • Build advanced financial models to value potential and actual clients and/or industries, leveraging broad understanding of valuation and broad finance/accounting topics. Demonstrate thorough knowledge of multiple client sectors. Assimilate information to perform insightful analyses.
  • 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.
  • Actively participates in presentation development and hypothesis testing to highlight financial analysis and research results.
  • Develop, produce and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of IB product solutions and underlying components. Engage, with analysts, in the development of marketing materials that highlight the competitive advantage of William Blair.
  • Actively participate in client meetings and drafting sessions.
  • Research and expand expertise of industries and/or sectors. Leverage knowledge to target certain clients or industries. Monitor key industry drivers. Offer insights into business trends in sector to facilitate processes. Evaluate and improve BIC content.
  • Identify improvements to processes and propose solutions to complete tasks more efficiently.
  • Take ownership of client relationships. Foster effective dialogue with finance and accounting staffs to facilitate processes. Anticipate needs and challenges and provide seamless solutions.
  • 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. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members.
  • Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.
  • Additional responsibilities as requested.

FAQs

What is the role of an Investment Banking Associate at William Blair?

The Investment Banking Associate is responsible for executing in-depth analyses to support business development, transaction execution, and the delivery of investment banking products and services to clients. This includes performing financial modeling, valuation analyses, due diligence, and collaborating with clients to advance projects.

What qualifications are required for this position?

A Bachelor’s Degree is required, and an MBA is strongly preferred. Additionally, candidates should have strong analytical abilities, excellent communication skills, and a deep understanding of accounting and finance.

Is prior experience in financial services required?

While not mandatory, internship or prior work experience in the financial services industry is preferred for candidates applying for this position.

Will the associate be expected to mentor junior staff?

Yes, the associate will act as an “on the job” trainer for analysts, providing constructive feedback and focusing on improving their work quality.

What percentage of travel is required for this position?

Travel is required approximately 10% to 30% of the time.

What makes William Blair unique in the investment banking sector?

William Blair is an independent partnership that values diverse experiences and perspectives. The firm has a long-standing commitment to building relationships with clients and communities, fostering an inclusive culture, and empowering employees' growth.

What type of work environment can I expect at William Blair?

William Blair promotes a collaborative and inclusive work environment where employees are encouraged to engage, bring their best thinking, and contribute to tailored, thoughtful problem-solving for clients.

Are there opportunities for professional growth within the company?

Yes, William Blair is committed to fostering employees' professional and personal growth, providing opportunities for mentorship, training, and development.

How does William Blair handle recruitment and prevent hiring scams?

William Blair has clear recruitment processes and does not request personal financial information during the application process. Employment offers are made only after conducting interviews through registered offices, and the firm does not use instant messaging services for recruitment.

Can external recruiters submit resumes for this position?

No, William Blair does not accept unsolicited resumes from external recruiters and will not pay for placements resulting from unsolicited submissions.

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William Blair

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.