Investment Banking Director - Secondary Advisory

Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.

Join William Blair, the Premier Global Partnership.

William Blair’s GP-led Secondary Advisory team of experts provide financial sponsors and their investors with holistic, bespoke solutions across all stages of the private equity lifecycle. The private equity community relies on us for guidance and expertise when navigating GP-led transactions (e.g., single- and multi-asset continuation vehicles, spin-outs & spin-ins, strip sales, NAV loans, tender offers and other transaction types). A Director in GP-led secondaries will lead deal execution, pursue high-quality transactions, and play an active role as a senior leader of the team.
Responsibilities include but may not be limited to:

• Contribute to annual revenue targets set forth by senior management by identifying, recommending and closing new deal opportunities.
• Participate in selling/pitching the firm’s products/services. Work with VPs, associates and analysts to appropriately position pitch, utilize unique and creative analyses approaches to showcase offerings and develop materials that engage and inform clients.
• Develop and define product offerings/strategies, leveraging expertise, William Blair intellectual capital, as well as knowledge of client issues and core business drivers. Keep clients apprised of latest product offerings and most current trends and market intelligence.
• Lead the execution of various product offering strategies on behalf of the firm’s clients. Ensure communication and knowledge sharing with Investment Banking teams.
• Maintain effective client partnerships. Proactively identify relevant strategic issues and core drivers of client business. Provide client with high quality advice and insights.
• Target new business opportunities, expanding relationships with existing clients and identifying new clients and referral sources.
• Maintain knowledge of current market conditions and macro and microeconomic themes that drive markets and investor sentiment.
• Coach, mentor and actively guide team members. Encourage team to improve process efficiency and effectiveness.
• Actively participate in recruiting and training activities.
• Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.
• Additional responsibilities as requested.

Qualifications:

• Bachelor’s Degree required
• MBA strongly preferred
• Previous investment banking experience required, 9+ years strongly preferred (ideally, in a GP-led secondary advisory or secondary investment role)
• SIE Exam, Series 79, and Series 63 must be acquired
• Strong ability to lead transaction processes and pitch new business with minimal senior banker oversite
• Strong ability to work on multiple projects and transactions
• Ability to supervise and serve as a role model for junior staff and target areas for their development
• Act as a team player that fosters sense of teamwork and community by participating in recruiting, reviews, mentoring, and firm committees
• Strong work ethic and ability to work in an entrepreneurial culture
• Detail oriented with deep analytical abilities
• Superior mathematical, writing, verbal and computer skills
• Strong desire to win
• Sound judgement
• Remains calm and focused under pressure
• Deep, sophisticated understanding of accounting and finance
• Commitment to satisfying internal and external customers
• Travel required:
  
  30 to 60%

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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,…