Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.

Join William Blair, the Premier Global Partnership.

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.

Qualifications:

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%

#LI-BC1

About Our Firm

William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, and Asia. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com.

William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v

Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.

Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.

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About the company

William Blair is a privately held, employee-owned financial services firm offering investment banking, equity research, brokerage, asset management, and private capital services. It combines advisory, research, trading, asset management, and private capital solutions to help clients raise, invest, and manage capital. Being privately held and employee-owned can influence client relationships and decision-making, and the firm provides multiple services under one roof as a single partner for diverse needs. Its goal is to help clients grow and protect capital through comprehensive financial services across advisory, research, trading, asset management, and private capital solutions.

Company Size

1,001-5,000

Company Stage

N/A

Total Funding

$754.3M

Headquarters

Berlin, Germany

Founded

1935

Get referred to William Blair

See people who can refer or advise you

Simplify's Take

What believers are saying

October 1, 2026 Brakebush Brothers and September 29 Guardian Alarm wins show active mandate flow.
William Blair added Michael Allwin, Rishi Sethi, and Jayant Dey, broadening fee-generating coverage.
June 2026 workforce reached 2,432 employees, while active job postings rose 35.1% in 2026.

What critics are saying

No disclosed layoffs mask dependence on deal flow; advisory revenue drops quickly when M&A freezes.
Inner Circle Sports integration and 2026 hiring spree strain culture, margins, and partner cohesion.
Asset management remains vulnerable: Global Leaders Select launched with only $225 million seed, October 2026.

What makes William Blair unique

Employee-owned partnership aligns bankers and investors, reinforcing client retention and recruiting, on October 1, 2026.
William Blair advised on $880 billion transactions from July 2021 through June 2026.
Its sector-specialist model deepened in 2026 with Inner Circle Sports and William Nay.

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Benefits

Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Health Savings Account/Flexible Spending Account
401(k) Retirement Plan
401(k) Company Match
Paid Time Off
Parental Leave
Fertility Treatment Support
Family Planning Benefits

Company News

The Middle Market

Oct 5th, 2026

Nova Capital Acquires BMP Group and RB Medical from Andrew Industries

Nova Capital acquires BMP Group and RB Medical from Andrew Industries. Nova Capital Management, a private equity firm focused on industrial and specialized manufacturing businesses, has acquired BMP Group and RB Medical from Andrew Industries. The acquired companies will retain their existing management structures, while Nova plans to provide strategic, financial and operational support aimed at investment, operational improvement, product development and growth. BMP Group manufactures industrial consumable parts and sub-assemblies for applications spanning office automation, filtration, automotive, domestic appliances, sustainable tree protection and renewable energy. RB Medical is a specialized healthcare products business serving the U.K. medical sector. Nova plans to work with the existing management teams on strategy, performance and investment, with Omiros Millas, a partner at Nova, and Carl Francis, a Nova operating partner, jointly responsible for BMP Group and RB Medical on the firm's behalf. The acquisition expands Nova's portfolio of specialized industrial and manufacturing businesses, while Andrew Industries exits its ownership of the companies. William Blair Appoints Emanuela Branchetti to Expand Biopharma Investment Banking Team Branchetti joins from Truist Securities, where she served as managing director and head of scientific affairs. To read the entire story, you must be logged in. Gridiron Capital Invests in Lawn Care Franchisor Weed Man Weed Man provides residential lawn care programs centered on fertilization and weed control, along with additional lawn care services. To read the entire story, you must be logged in. Houlihan Lokey Adds Jane Ma as Managing Director in Financial Services Group Ma joins the global investment bank after 16 years at Moelis. To read the entire story, you must be logged in. FVLCRUM Funds Purchases Fidelity Technology Services Fidelity Technology Services is a provider of military simulation training systems and services. To read the entire story, you must be logged in.

The Middle Market

Sep 28th, 2026

Raymond James Names Dan Connolly Head of Technology & Services Investment Banking

Raymond James names Dan Connolly head of technology & services investment banking. Raymond James has hired Dan Connolly as senior managing director and head of technology & services investment banking, strengthening the firm's senior leadership in the sector. The appointment is part of the firm's ongoing investment in the practice and is intended to expand its advisory capabilities across the technology sector. Connolly brings nearly three decades of investment banking experience, including work advising technology companies and financial sponsors, and will be based in Chicago. Connolly joins Raymond James after 27 years at William Blair, where he held several senior leadership positions, including co-head of global M&A, global head of technology M&A and global head of software investment banking. He was also a co-founding member of William Blair's technology investment banking team. During his career, Connolly has completed more than 300 public and private M&A transactions and financings. Lee Equity-Backed Carisk Partners Acquires FirstCare Onsite FirstCare Onsite is a provider of onsite occupational healthcare services. To read the entire story, you must be logged in. Rexel Acquires Audax-Backed GCG for $1.4B GCG provides specialty wire and cable, connectivity, power and engineered services for critical infrastructure applications. To read the entire story, you must be logged in. Gladstone Investment Backs Detroit Defense's Merger with Athenix Solutions Group Athenix capabilities span systems and software development, intelligence and cyber operations, and special mission and force readiness. To read the entire story, you must be logged in. Liberty Mutual Investments, Thayer Street Back SunHaven Management The collaboration follows LMI and Thayer Street's earlier joint investment in Grove Point Marinas. To read the entire story, you must be logged in.

PR Newswire

Sep 24th, 2026

Viking Therapeutics prices upsized $500M offering of stock and convertible notes

Viking Therapeutics has priced an upsized $500 million concurrent public offering of common stock and convertible senior notes. The clinical-stage biopharmaceutical company will sell 7,857,143 shares at $35.00 per share and $225 million in 2% convertible senior notes due 2032. The offering size was increased from the previously announced $200 million for each component. The notes carry an initial conversion price of approximately $50.75 per share, representing a 45% premium over the public offering price. Viking estimates net proceeds of approximately $258.2 million from the common stock offering and $218 million from the note offering, after deducting underwriting discounts and expenses. The company intends to use proceeds for continued clinical development of its VK2735 and VK3019 programmes, as well as general research and development purposes. Morgan Stanley, JPMorgan, Jefferies, Leerink Partners, and William Blair are serving as joint book-running managers.

InsuranceNewsNet

Sep 22nd, 2026

William Blair adds managing director focused on insurance, financial services sectors.

William Blair adds managing director focused on insurance, financial services sectors. Business Wire ATLANTA-(BUSINESS WIRE)- William Blair announced today the expansion of the firm's financial services team with the addition of William Nay as managing director. Based in Atlanta, Nay will support the firm's delivery of comprehensive investment banking services to insurance distribution and other financial services firms. Since 2023, William Blair has completed more than 25 advisory and financing deals in the insurance and financial services sectors, unlocking more than $30 billion in value for clients. "Throughout his career as both an investment banker and corporate M&A strategist, Bill has delivered exceptional results to clients and management teams," said Britt Trukenbrod, managing director and head of Tech Enabled Services investment banking at William Blair. "Bill's deep sector knowledge and relationships with executives, companies, and investors in the insurance sector provide a strong addition to our financial services practice." Nay most recently served as chief acquisition officer (CAO) for Galway Holdings, a leading financial services, insurance distribution, and wealth management platform. In addition, he served as CAO for EPIC Insurance Brokers & Consultants, Galway's retail brokerage subsidiary. Before Galway, Nay spent 16 years as an insurance sector banker with SunTrust Robinson Humphrey (now Truist), where he was responsible for origination and execution of M&A and capital raising transactions across a comprehensive range of companies in the insurance, insurtech, and fintech spaces. He received a Bachelor of Administration in finance from University of Georgia's Terry College of Business. "William Blair's financial services investment banking team leverages deep technical expertise to provide critical capital-raising and strategic advisory solutions to growth-minded companies in the insurance sector and across the global financial services landscape," Nay said. "I'm thrilled to join this group of collaborative bankers to continue building its capabilities, strong relationships, and exceptional client service." Nay continues William Blair investment banking's senior growth in 2026. Michael Allwin joined as head of Biopharma earlier this month and other additions include Robert Engelhardt, Tech Enabled Services director in Frankfurt; Jayant Dey, managing director in the energy sector in New York; Alain Harfouche, managing director focused on chemicals in New York; Matthew Wolfe, who leads the firm's technology Equity Capital Markets coverage; and Rishi Sethi, fintech managing director in London. The firm also acquired Inner Circle Sports, adding Sports, Media, and Entertainment to its sector coverage and more than 15 bankers to its investment banking team. About William Blair Investment Banking William Blair's investment banking group enables corporations, financial sponsors, and owner/entrepreneurs around the world to achieve their growth, liquidity, and financing objectives. Drawing on the collective intellectual capital and deep sector expertise of a global team that reaches over 30 cities on four continents, the investment banking group brings a rigorous and innovative approach to corporate board advisory projects, mergers and acquisitions, and equity and debt financing. From July 2021 through June 2026, the team advised on more than $880 billion in completed transaction volume. About William Blair William Blair is the premier global partnership with expertise in investment banking, investment management, and private wealth management. Liamichigan provide advisory services, strategies, and solutions to meet its clients' evolving needs. As an independent and employee-owned firm, together with its strategic partners, Liamichigan operate in more than 30 offices worldwide.* *Includes strategic alliances with Allier Capital, BDA Partners, and Poalim Equity Ltd.

News Directory

Sep 16th, 2026

William Blair named among Massachusetts Most Charitable Companies.

William Blair named among Massachusetts Most Charitable Companies. September 16, 2026 Robert Mitchell News Discover more Advertising News Context At a glance Access Premium News Financial services firm William Blair has earned recognition as one of Massachusetts' Most Charitable Companies by the Boston Business Journal, securing the designation for the sixth consecutive year, according to published corporate announcements. The annual corporate philanthropy list honors organizations across the commonwealth with strong records of community engagement, charitable giving, and volunteerism. For William Blair, the recurring acknowledgment reflects a sustained commitment to local nonprofits and community initiatives throughout the region. Corporate philanthropy and regional impact. According to the Boston Business Journal rankings, honorees are evaluated based on their overall cash contributions, volunteer hours, and direct support for charitable organizations operating within Massachusetts. William Blair has maintained an active local presence through both financial contributions and employee-led volunteer efforts. The firm's philanthropic framework combines corporate matching gifts with dedicated community service days, allowing employees to support causes ranging from education and youth development to human services and environmental preservation. Understanding the Boston Business Journal rankings. The Boston Business Journal compiles its corporate charity lists annually to highlight businesses that prioritize social responsibility alongside commercial operations. The program tracks data submitted by companies of varying sizes across financial, technology, healthcare, and professional services sectors. By recognizing firms that maintain consistent charitable contributions over multiple years, the publication emphasizes long-term community partnership over one-time donations. William Blair's six-year run on the list places the firm among a select group of financial institutions in the region recognized for ongoing civic investment. Related reading The relationship between charitable giving and corporate tax avoidance has become a focal point of academic and policy debate, with recent research revealing complex dynamics between prosocial behavior... A 2025 study published... April 22, 2026 In "Business" ```html Kyung-gyu Lee's Decade of Anonymous Donations RevealedTable of ContentsKyung-gyu Lee's Decade of Anonymous Donations RevealedThe Revelation of a "Donation Angel"Spevis and its Charitable ImpactThe Trend of Anonymous PhilanthropyLegal and Ethical Considerations The CEO of Spevis, Kyung-gyu Lee, has been revealed as a long-time anonymous donor, contributing considerably to various... October 15, 2025 In "Entertainment" Sammons Financial Empowers Local Nonprofits with $175,000 in GrantsTable of ContentsSammons Financial Empowers Local Nonprofits with $175,000 in GrantsA Tradition of Giving BackEmployee-Driven PhilanthropyMeeting the RecipientsKey Facts published august 19,2025 A Tradition of Giving Back sammons financial announced $175,000 in grants to 25 nonprofits on Monday. Photo by Gigi Wood... August 19, 2025 Access Premium News

William Blair

Investment Banking Associate - Technology

About the job