Investment Banking Full-Time Analyst 2026

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.

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%
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.

Salary Range

$110,000—$110,000 USD
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
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