Investment Banking Analyst
William Blair
Investment Banking Analyst
William Blair
Investment banking, research, brokerage, asset management
Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.
Join William Blair, the Premier Global Partnership.
Our Life Sciences investment banking team provides strategic advice to innovative, cutting-edge companies in the BioTech and MedTech sectors. The rapid and cost-effective development of therapies, products and technologies is critical not just to public health, but to the functioning of society and economic activity. Companies leading the research, development, manufacturing, and commercialization of innovative therapies count on our deep technical and financial expertise to guide their capital-raising and M&A efforts. As industry specialists, our bankers have extensive knowledge of the sector and the competitive landscape, serving clients that are developing therapies, products and technologies across a broad range of therapeutic areas, including oncology, immunology, neurology/CNS, rare disease, genetic medicines, and liver disease, among others.
Our MedTech team works with many of the world’s most innovative medical technology companies to help transform their growth trajectory through capital access and M&A partnerships. By combining deep expertise in the mega trends driving life science and medical product innovation and our knowledge of the regulatory and reimbursement environment, we deliver trusted advice and outstanding execution for market-leading companies and financial sponsors.
We serve clients across the medical technology spectrum, including diagnostics, therapeutic devices, biopharmaceutical production, outsourced services, and research tools.
This role is specifically on our MedTech team.
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, describing 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. Form varied approaches to analyses once fundamental base of approach is set.
Build financial models to value potential and actual clients and/or industries. Execute core valuation methods, such as comparable companies, precedents and discounted cash flow. Effectively synthesize information to convey complex financial modeling outcomes.
Perform due diligence, research, analysis and documentation of potential and live transactions. Identify potential deal issues and properly escalate concerns to team members.
Draft management presentations to highlight financial analysis and research results.
Assist in the development, production and delivery of proposals and presentations to clients and prospects. Draft marketing materials, emphasizing the advantages of William Blair and its investment banking methods/approach.
Participate in client meetings and drafting sessions.
Research industries or sectors, as identified by senior bankers, to target certain clients or industries. Evaluate and improve BIC content. Leverage learnings across deals.
Seek opportunities to streamline processes and propose solutions to complete tasks more efficiently.
Support client relationship development by developing a detailed understanding of client needs and challenges, providing professional and responsive service and anticipating client information needs.
Develop an understanding of macro factors related to client industry, investment banking products and potential implications.
Mentor summer interns and invest in teaching subsequent classes of analysts, imparting best practices.
Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.
Additional responsibilities as requested.
Qualifications:
Bachelor’s Degree required with an anticipated graduation date between December 2026 and June 2027
Internship or prior work experience in financial services industry preferred
Proven track record in university studies required
SIE Exam, prior to beginning employment, and Series 79 and Series 63 within 90 days of employment
Detail oriented with strong analytical abilities
Excellent mathematical, writing, verbal and computer skills
Ability to adapt to new tasks with little notice
Ability to work on multiple projects simultaneously
Strong desire to win
Developing increasingly sound judgement
Thorough understanding of accounting and finance
Commitment to satisfying internal and external customers
Travel required: approximately 5%
William Blair is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.
A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position.
This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.
Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.
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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Salary Range 110000 - 110000 USD
Investment banking, research, brokerage, asset management
William Blair is a privately held, employee-owned financial services firm that offers 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 differentiates it from many competitors and supports a client-focused, multi-disciplinary approach under one firm. Its goal is to help clients grow and protect their capital by providing comprehensive financial services and access to private capital when needed.
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