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Investment Banking Associate - Technology

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William Blair

3mo ago

Applications are closed

  • Job
    Full-time
    Entry Level
  • Banking & Finance
  • London

Requirements

  • Bachelor's Degree Required
  • MBA strongly preferred
  • Prior investment banking experience required; 1+ years as an Investment Banking Associate 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
  • Sound judgement
  • Deep, sophisticated understanding of accounting and finance
  • Commitment to satisfying internal and external customers
  • Travel required: approximately 10% to 30%

Responsibilities

  • 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 are the main responsibilities of an Investment Banking Associate - Technology?

The main responsibilities include executing in-depth analyses to support new business development, transaction execution, and delivering investment banking products and services. This involves conducting extensive research, performing financial modeling, applying valuation methods, completing due diligence activities, and working closely with client staff to advance projects.

What skills are necessary for an Investment Banking Associate - Technology?

Skills needed for this role include strong analytical and problem-solving abilities, proficiency in financial modeling and valuation methods, excellent communication and presentation skills, attention to detail, and the ability to work collaboratively with clients and colleagues. Experience working in the technology sector is also preferred.

How is mentorship and training provided in this role?

Investment Banking Associates - Technology are responsible for providing mentorship and training to less experienced staff. This includes guiding others on financial modeling techniques, valuation methods, due diligence processes, and client interaction. Mentorship may involve one-on-one coaching, group training sessions, and sharing best practices within the team.

How does an Investment Banking Associate - Technology work with clients?

Investment Banking Associates - Technology work closely with client staff to gather necessary information, convey complex financial modeling outcomes, and present analysis results. They collaborate with clients to advance projects, address their financial needs, and provide strategic recommendations. Building strong relationships with clients is crucial in this role.

What opportunities for career advancement are available for an Investment Banking Associate - Technology?

Career advancement opportunities for Investment Banking Associates - Technology include moving up to senior associate roles, transitioning to management positions, specializing in a specific industry within the technology sector, or pursuing opportunities in other areas of finance such as private equity or venture capital. Continuing education and professional development are also encouraged to enhance skills and knowledge in the field.

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.