Investment Banking Vice President - Financial Services, Insurance

William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.

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What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries.

We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.

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Assist in targeting and closing of new deals. Participate in selling and pitching. Drive day–to-day activities for presentation development. Execute in-depth analyses for complex and high impact new business development, transaction execution and the delivery of investment banking products and services. Provide direction on financial/valuation analyses to less experienced staff and serve as a sounding board for structuring complex deals. Build relationships with client senior executives.

Review the work of associates and analysts. Provide motivation and guidance.

Responsibilities include but may not be limited to:

Assist in the targeting and closing of new deal opportunities.

Participate in selling/pitching William Blair’s services/products to clients and prospects, leveraging understanding of macro trends and strategic direction of clients to win business.

Drive day to day activities for presentation development. Suggest methods for positioning William Blair’s advantages versus competitors.

Build and maintain relationships with client senior executives. Consistently exceed client expectations. Assume role of day-to-day client contact for questions, comments, inputs and deal related matters.

Provide direction on financial/valuation analyses approach for valuing debt and equity. Serve as a sounding board for unique and creative approaches for analyses. Execute extensive financial/ valuation analyses for complex and high impact deals.

Leverage expertise of products, industries, and finance/accounting topics to develop key themes for positioning of research/analytic deliverables.

Suggest innovative approaches for due diligence, research and analysis efforts. Anticipate and address needs of senior team members and proactively identify probable deal issues, providing thoughts and perspective on resolution.

Review all analyst and associate work for consistency, correctness and formatting, taking responsibility for client materials and reports.

Offer creative and insightful resolution to issues or problems arising in execution and origination.

Provide thought leadership to streamline processes and improve efficiency and effectiveness. Provide ongoing guidance and spot corrections to improve team efficiency.

Act as lead “on the job” trainer for associates and analysts, providing constructive feedback. Articulate the roles and objectives for junior team members. Share relevant deal/client context with the junior team. Provide motivation and guidance for the team.

Actively participate in recruiting and training activities.

Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.

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