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Investment Banking Analyst, Secondary Advisory

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William Blair

22d ago

  • Job
    Full-time
    Junior & Mid Level
  • Consulting
    Banking & Finance
  • London

AI generated summary

  • You need a Bachelor’s, relevant experience in finance, knowledge of valuation methods, strong analytical skills, work ethic, and ability to manage multiple projects and expectations effectively.
  • You will build financial models, conduct analyses, manage transactions, assist in proposals, handle deal admin tasks, participate in meetings, and mentor interns.

Requirements

  • Bachelor’s Degree required
  • Prior experience (including internships) in investment banking, private equity or Big 4 transaction services required; previous experience as an Analyst, or equivalent preferred
  • Profound understanding of corporate finance and accounting concepts paired with strong understanding of core valuation methodologies, including public and precedent transaction comparables
  • Excellent work ethic and genuine curiosity for private markets transactions
  • Sound judgement, coachability, and ability to balance assertiveness with open-mindedness as required
  • Detail oriented with strong analytical abilities and critical thinking and problem-solving skills
  • Ability to manage expectations of senior bankers while working on multiple projects simultaneously
  • Commitment to satisfying internal and external customers

Responsibilities

  • Build bottom-up three statement and LBO financial models to evaluate potential and actual client outcomes, utilizing core valuation methods. Integrate outputs with fund-level analysis (e.g. GP / LP distributions, fund waterfalls). Effectively synthesize information to convey complex financial modeling outcomes.
  • Demonstrate curiosity of the various private market strategies. Assimilate information to perform insightful analyses.
  • Assist in the development, production and delivery of proposals and presentations to clients and prospects.
  • Perform due diligence, research, financial analysis, and documentation of potential and live transactions.
  • Take ownership of all deal admin related tasks, such as maintaining deal trackers, scheduling buyer calls, and updating Salesforce.
  • Actively participate in client meetings and internal discussions.
  • Anticipate potential deal issues and pass concerns through to team members in real time.
  • Manage transaction process, include investor tracking and client communications.
  • Partner with more senior-level team members in the development of marketing materials that highlight the competitive advantage of William Blair Private Capital Advisory.
  • Take ownership of buyer dialogue communications, which includes taking thorough notes on buyer calls, managing incoming emails, and sending follow-up notes when appropriate.
  • Mentor summer interns and invest in teaching subsequent classes of analysts, imparting best practices.

FAQs

What is the role of an Investment Banking Analyst in the Secondary Advisory team?

The role involves performing extensive research and executing in-depth analyses to support new business development, transaction execution, and the delivery of private market products and services to financial sponsors and their investors.

What qualifications are needed for this position?

A Bachelor’s Degree is required, along with prior experience in investment banking, private equity, or Big 4 transaction services. A strong understanding of corporate finance and core valuation methodologies is essential.

Are there opportunities for mentorship in this role?

Yes, Analysts are expected to mentor summer interns and contribute to the training of subsequent classes of analysts by imparting best practices.

What types of transactions will I work on?

You will work on GP-led transactions (such as continuation vehicles and fund restructurings) and LP-led transactions, including portfolio company shareholder liquidity solutions and tender offers.

What kind of financial models will I be building as part of my responsibilities?

You will build bottom-up three-statement and LBO financial models to evaluate potential and actual client outcomes, integrating outputs with fund-level analysis.

How does William Blair prioritize client communication?

Analysts take ownership of buyer dialogue communications, which includes managing calls, emails, and sending follow-up notes as appropriate to ensure clear and effective communication with clients.

Is there support for professional development?

Yes, William Blair is committed to empowering its employees to deliver client success and encourages continuous professional development within the firm.

What personal attributes are valued for this position?

Key attributes include a strong work ethic, curiosity for private markets transactions, sound judgment, detail orientation, analytical abilities, and the ability to manage multiple projects simultaneously.

How does William Blair define its workplace culture?

The workplace culture at William Blair is characterized by independence, diversity of experiences, and a commitment to delivering tailored, thoughtful solutions for clients.

What steps does William Blair take to ensure fair hiring practices?

William Blair is an equal opportunity employer and complies with all laws and regulations that prohibit discrimination in employment practices.

Are there any specific resources available for job applicants regarding privacy policies?

Yes, William Blair provides clear privacy policies for job applicants, including the California Consumer Privacy Act Privacy Notice and the General Data Protection Regulation Privacy Notice.

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William Blair

Finance
Industry
1001-5000
Employees
1935
Founded Year

Mission & Purpose

William Blair is a global boutique in investment banking, investment management, and private wealth management. The company provides advisory services, strategies, and solutions to meet clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, it operates in more than 20 offices, with about 1.500 employees worldwide.

Culture & Values

  • Integrity

    Honor our commitments while always upholding the highest ethical standards.

  • Client Focus

    Driven to provide exceptional service and outcomes.

  • Engagement

    Find joy in what we do, seek balanced lives and celebrate the successes of our clients, teams, and each other.

  • Inclusivity

    Actively embrace diversity of thought, opinion, and background.

  • Agility

    Anticipate new opportunities, embrace change, and adapt.

  • Entrepreneurship

    Promote organizational, team and individual initiative.

  • Excellence

    Set the highest bar for quality in all our pursuits.

  • Partnership

    Be leaders, investing together in the enduring success of our colleagues, clients, and communities.