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Investment Banking Associate, Services & Industrials

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William Blair

9d ago

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

AI generated summary

  • You need a Bachelor's degree (MBA preferred), strong analytical and math skills, leadership abilities, and financial knowledge. Experience in finance is a plus, along with adaptability and customer focus.
  • You will conduct financial analyses, build models, lead due diligence, prepare presentations, mentor analysts, manage client relationships, and ensure compliance with regulations while targeting industry insights.

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.
  • 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 primary role of the Investment Banking Associate in Services & Industrials at William Blair?

The primary role of the Investment Banking Associate involves executing in-depth analyses to support new business development, transaction execution, and delivering investment banking products and services to clients and prospects. This includes performing extensive research, financial modeling, valuation, and due diligence activities.

What qualifications are required to apply for this position?

A Bachelor's degree is required, and an MBA is strongly preferred. Candidates should also have strong analytical abilities, excellent mathematical, writing, and verbal skills, and a deep understanding of accounting and finance.

Is prior experience in the financial services industry important for this role?

Yes, internship or prior work experience in the financial services industry is preferred.

What kind of training or mentorship opportunities does this role provide?

The Investment Banking Associate is expected to provide training and mentorship to less experienced staff, focusing on improving the quality of their work and ensuring recognition of team contributions.

Are there any travel requirements for this position?

Yes, travel is required and may be approximately 10% to 30%.

What are the key responsibilities of the Investment Banking Associate?

Key responsibilities include performing financial/valuation analyses, building financial models, leading due diligence, developing proposals and presentations, participating in client meetings, and identifying improvements to processes.

How does William Blair approach inclusivity in its workplace culture?

William Blair strives to create an inclusive culture and is committed to fostering professional and personal growth for its employees, valuing diverse experiences and perspectives.

What does William Blair look for in a candidate's mindset?

William Blair seeks candidates with a strong desire to win, sound judgment, commitment to internal and external customer satisfaction, and the ability to manage expectations while working on multiple projects.

Does William Blair have any specific compliance standards?

Yes, all activities performed by the Investment Banking Associate must be in compliance with applicable rules, regulations, policies, and procedures.

How can I learn more about William Blair’s commitment to its local communities?

William Blair encourages candidates to visit their website at williamblair.com to learn more about their commitment to local communities and their values.

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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.