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William Blair

Investment banking, research, brokerage, asset management

Investment Banking Vice President - 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.
  • Previous investment banking experience is required; 3+ years at the Associate level is strongly preferred, ideally in GP-led secondary advisory or a secondary investment role.
  • Fluency in private markets valuation and returns analysis, with the accounting and modeling foundation to review and interpret complex financial analyses.
  • A track record running transaction processes and managing several client engagements at once.
  • Clear, concise written and verbal communication, with comfort presenting to financial sponsors and investors.
  • Sound commercial judgment, composure under deadline pressure, comfort reprioritizing quickly across live processes, and a competitive mindset.
  • Effective coaching and leadership instincts, and interest in building a team as the platform grows.
  • Willingness to travel 20–30% for sponsor and investor meetings, management sessions, and industry conferences.
  • SIE, Series 79, and Series 63 must be obtained within 150 days of employment.

Responsibilities

  • Serve as day-to-day execution lead on continuation fund and other GP-led transactions, coordinating workstreams across financial sponsors, investors, counsel, and internal teams.
  • Own transaction structuring, returns modeling, diligence efforts, and execution strategy.
  • Build and manage the buyer process, including investor targeting, diligence coordination, GP and management presentations, and support through documentation and closing.
  • Lead the drafting of confidential information presentations, pitch materials, and market and valuation analyses, and present the work directly to clients.
  • Develop and deepen relationships with sponsors and secondary investors, and partner with senior bankers to originate new mandates.
  • Anticipate and resolve transaction issues, maintaining momentum across several assignments at once.
  • Train and develop Analysts and Associates by setting clear objectives, sharing deal context, and giving direct, actionable feedback.
  • Stay current on secondary market trends, pricing, structures, terms, and investor sentiment, and bring that market intelligence into live processes and pitches.

Desired Qualifications

  • 3+ years at the Associate level is strongly preferred, ideally in a GP-led secondary advisory or secondary investment role.

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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