Investment Banking Associate - Private Capital Markets

Responsibilities

• Perform extensive financial analysis including capital structure analysis, cash flow modeling, and sensitivity analysis to support junior capital / structured equity, minority equity, or growth equity capital raises. Utilize creative approaches to illustrate key concepts / messages to internal teams, prospects, and clients.
• Build advanced three statement financial models to assess financial performance, cash flow and sensitize different capital structures / solutions to achieve the client’s objectives. Leverage broad understanding of different business models, finance / accounting topics and sources of capital.
• Demonstrate strong understanding of private capital markets, including market trends, key structures, and key investors / players.
• Lead due diligence, research, analysis and documentation of potential and live transactions. Anticipate potential deal issues and pass concerns through to team members in real time.
• Research current and prospective client companies, comparable companies and transactions, and industries; monitor and research capital markets, trends and investors; update private capital markets databases.
• Develop, produce and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of IB product solutions and underlying components. Engage, with analysts, in the development of pitch materials that highlight the competitive advantage of William Blair.
• Identify improvements to processes and propose solutions to complete tasks more efficiently.
• Create relationships with clients and foster effective dialogue with finance and accounting staffs to facilitate efficient processes. Anticipate needs and challenges and provide seamless solutions.
• Act as “on the job” trainer for analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members.
• Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.
• Additional responsibilities as requested.

• Bachelor’s Degree required.
• Prior investment banking experience required; capital markets or investing / lending experience is a plus.
• Advanced financial modeling skills required. Build detailed, fully-integrated financial models to construct financial projections and test their feasibility, analyze the impact of proposed transactions on capital structures, cash flows, debt service requirements, compliance with and financial covenants, and differences in GAAP and tax treatments, etc.
• Experience analyzing financial statements and related data to assess historical and projected financial performance for client companies and prospects.
• Required SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment.
• Detail oriented with strong analytical abilities.
• Effective leadership and coaching skills.
• Committed to satisfying internal and external customers.
• Ability to manage expectations of senior bankers, other deal team members, and clients while working on multiple projects simultaneously.
• Excellent mathematical, writing, verbal and computer skills.

$200,000—$200,000 USD

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 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.

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