Investment Banking Senior Associate, Technology

Williamblair; Greater London; On-site; GBP 50,000 - 70,000; Full time

Job summary

William Blair seeks a qualified candidate to support investment banking activities across business development, transaction execution, and delivery of IB products. You will perform extensive financial modeling, apply valuation methods, and support due diligence.

You will work with client staff to advance projects, gather information, and present analyses. Training and mentorship for Analysts will be part of the role.

Qualifications

• Bachelor's degree required.
• Prior investment banking experience preferred.
• Detail oriented with strong analytical abilities.
• Excellent mathematical, writing, verbal and computer skills.

Responsibilities

• Perform extensive financial/valuation analyses to value debt and equity for M&A and capital raising.
• Build advanced financial models to value potential clients and industries.
• Lead due diligence, research, analysis and documentation of transactions.
• Present analysis and hypotheses to stakeholders and contribute to marketing materials.
• Develop proposals and presentations to clients showcasing IB solutions.
• Support client meetings and drafting sessions.

Skills

Financial modeling

Valuation methods

Analytical abilities

Leadership & coaching

Education

Bachelor’s Degree in a relevant field

Tools

Excel

PowerPoint

Job description

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

Join William Blair, the Premier Global Partnership.

Support investment banking activities including new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform extensive analysis and research such as financial modeling, apply valuation methods, and support due diligence activities. Work closely with client staff to advance projects, gathering necessary information, performing complex financial modeling outcomes and presenting analysis. Provide training and mentorship to Analysts.

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. Utilize creative approaches to analyses that illustrate key concepts/messages. Carefully review and provide guidance to Analysts’ work.
• Build advanced financial models to value potential and actual clients and/or industries, leveraging broad understanding of valuation and broad finance/accounting topics. Demonstrate thorough knowledge of multiple client sectors. Assimilate information to perform insightful analyses.
• 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.
• Actively participates in presentation development and hypothesis testing to highlight financial analysis and research results.
• 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 marketing materials that highlight the competitive advantage of William Blair.
• Actively participate in client meetings and drafting sessions.
• Research and expand expertise of industries and/or sectors. Leverage knowledge to target certain clients or industries. Monitor key industry drivers. Offer insights into business trends in sector to facilitate processes. Evaluate and improve BIC content.
• Identify improvements to processes and propose solutions to complete tasks more efficiently.
• Take ownership of client relationships. Foster effective dialogue with finance and accounting staffs to facilitate processes. Anticipate needs and challenges and provide seamless solutions.
• Demonstrate an understanding of macro factors related to client industry, investment banking products and potential implications.
• 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.

QUALIFICATIONS:

• Bachelor’s Degree required
• Prior investment banking experience required;
• Previous investment banking experience covering technology/software (or PE equivalent) preferred
• Detail oriented with strong analytical abilities
• Excellent mathematical, writing, verbal and computer skills
• Ability to adapt to new tasks with little notice
• Ability to manage expectations of senior bankers while working on multiple projects simultaneously
• Effective leadership and coaching skills
• Strong desire to win
• Sound judgement
• Deep, sophisticated understanding of accounting and finance
• Commitment to satisfying internal and external customers

#LI-BC1

About Our Firm

William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, and Asia. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com.

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

Download William Blair's privacy policies for job applicants:

• California Consumer Privacy Act Privacy Notice (CCPA)
• General Data Protection Regulation Privacy Notice (GDPR)

Contact us should you have any questions or concerns.