2027 Investment Banking Full-Time MBA Associate

William Blair; Charlotte (NC); On-site; USD 157,500 - 192,500; Full time

Job summary

William Blair, a premier global partnership, seeks a finance-focused professional to execute in-depth analyses, financial modeling, and due diligence for M&A and capital-raising transactions. You will engage with senior teams, lead presentations, and mentor junior staff, applying valuation methods and industry knowledge.

The role emphasizes client interaction, cross-functional collaboration, and rigorous research to support business development and deal execution. Travel is expected up to 30%.

Qualifications

• MBA degree with anticipated graduation between December 2026 and June 2027.
• Internship or prior work experience in financial services industry preferred.
• SIE Exam, Series 79 and Series 63 within 90 days of employment.

Responsibilities

• Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions.
• Build advanced financial models to value potential and actual clients and/or industries.
• Lead due diligence, research, analysis and documentation of potential and live transactions.
• Develop, produce and deliver proposals and presentations to clients and prospects.

Skills

Analytical abilities

Detail oriented

Strong communication

Leadership coaching

Education

MBA degree

SIE exam

Series 79 & 63

Job description

Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities. Join William Blair, the Premier Global Partnership.

Execute in-depth analyses to support new business development, transaction execution, and the delivery of investment banking products and services to clients and prospects. Perform extensive research and financial modeling, apply valuation methods, and complete due diligence activities. Work closely with client staff to advance projects, gathering necessary information, conveying complex financial modeling outcomes, and presenting analysis results. Provide training and mentorship to less experienced staff.

Responsibilities

• 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 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 participate in presentation development and hypothesis testing to highlight financial analysis and research results.
• Develop, produce and deliver proposals and presentations to clients and prospects, exhibiting 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 and offer insights into business trends 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

• MBA Degree required with an anticipated graduation date between December 2026 and June 2027.
• Internship or prior work experience in financial services industry preferred.
• SIE Exam, prior to beginning employment, and Series 79 and Series 63 within 90 days of employment.
• 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.
• Travel required: approximately 10% to 30%.

William Blair is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.

Salary Range

$175,000—$175,000 USD

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.

Equal Opportunity Employer Statement

William Blair is an equal opportunity employer and 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 military service, or a physical or mental disability unrelated to the employee’s ability to perform the duties of the job applied for. EOE m/f/d/v.

Scam Warning

William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an application nor do we extend offers without first conducting an interview through a registered office. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.

Recruiter Notice

William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered a valid submission.

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