Insurance Investment Banking VP — Deal Strategy Lead

William Blair; Chicago (IL); On-site; USD 248,000 - 303,000; Full time

Benefits offered by this job

Medical, Dental & Vision

401(k) & Profit Sharing

Paid Time Off

Job summary

William Blair in the United States invites applications for an Associate position in Investment Banking with a focus on the insurance sector. You will support deal origination, pitching services, and execution while mentoring junior staff and reviewing deliverables for accuracy.

This role offers leadership opportunities, strong client interaction, and a path to contribute to high-impact transactions across multiple offices.

Qualifications

• Bachelor's Degree required.
• Prior investment banking experience focused on the insurance sector.
• 3+ years at Associate level strongly preferred.
• SIE, Series 79 and Series 63 licenses within 150 days (US only).

Responsibilities

• Assist in targeting and closing of new deal opportunities.
• Participate in selling/pitching William Blair's services/products to clients and prospects.
• Drive day-to-day activities for presentation development and positioning.
• Build and maintain relationships with client senior executives.
• Provide direction on financial/valuation analyses for debt and equity.
• Review analyst/associate work for consistency and quality of client materials.
• Lead on-the-job training for associates and analysts; mentor juniors.
• Actively participate in recruiting and training activities.
• Ensure activities comply with rules, regulations, policies and procedures.

Skills

Insurance industry experience

Leadership & coaching

Financial analysis

Deal execution guidance

Education

Bachelor's Degree

Job description

William Blair in the United States invites applications for an Associate position in Investment Banking with a focus on the insurance sector. You will support deal origination, pitching services, and execution while mentoring junior staff and reviewing deliverables for accuracy.

This role offers leadership opportunities, strong client interaction, and a path to contribute to high-impact transactions across multiple offices.