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William Blair

Investment banking, research, brokerage, asset management

Investment Banking Associate - Private Capital Advisory, GP-Led Secondaries

Investment BankingConfirmed live in the last 24 hours
Full-timeNew York, NY, USA

About the Job

Requirements

  • A bachelor's degree is required.
  • Prior investment banking experience is required, ideally in a secondary advisory role.
  • One or more years of experience as an Investment Banking Associate is strongly preferred.
  • Strong analytical abilities and attention to detail are required.
  • A deep, sophisticated understanding of accounting and finance is required.
  • Mathematical, writing, verbal, and computer skills are required.
  • The ability to adapt to new tasks is required.
  • The ability to manage senior bankers' expectations while working on multiple projects simultaneously is required.
  • Leadership and coaching skills are required.
  • SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment.
  • Travel of approximately 10% to 30% is required.

Responsibilities

  • Lead due diligence, research, analysis, and documentation for potential and live transactions; anticipate potential deal issues and communicate concerns to team members in real time.
  • Lead extensive financial modeling to analyze GP-led transactions, applying due diligence and a broad understanding of valuation, finance, and accounting.
  • Develop, produce, and deliver proposals and presentations to clients and prospects, demonstrating knowledge of secondary market product solutions and their underlying components.
  • Work with analysts to develop marketing materials that highlight William Blair's competitive advantages and product knowledge.
  • Facilitate analyst development, best practices, and continued scaling of the Private Capital Advisory platform as part of the team's growth.
  • Mentor analysts on the job, provide constructive feedback, improve the quality of analyst and summer intern work product, and ensure senior team members are aware of colleagues' contributions.

Desired Qualifications

  • Experience as an Investment Banking Associate, ideally for at least one year, is strongly preferred.
  • Prior investment banking experience in a secondary advisory role is ideal.

About the Company

William Blair

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.

Company size
1,001-5,000
Company stage
Not listed
Total funding
$754.4M
Headquarters
Berlin, Germany
Founded
1935

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