Investment Banking Associate - Tech Enabled Services

William Blair

Atlanta (GA)

On-site

USD 157,500 - 192,500

Full time

14 days+

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Benefits offered by this job

Medical, dental, and vision coverage

401(k) with profit sharing

Paid time off

Parental leave

Job summary

A financial services firm in Atlanta is seeking an Investment Banking Associate to support business development and transaction execution in tech-enabled services. This role involves financial analysis, advanced modeling, and client interaction. Candidates should have a Bachelor's degree, preferably an MBA, and relevant work experience, along with certifications in SIE, Series 79, and 63. The position offers a salary of $175,000 and various benefits, including medical coverage and paid time off.

Qualifications

Detail-oriented with strong analytical abilities.
Excellent mathematical and writing skills.
Ability to manage multiple projects simultaneously.

Responsibilities

Execute financial and valuation analyses for transactions.
Build advanced financial models.
Lead due diligence and research for transactions.
Participate in client presentations.

Skills

Analytical abilities

Leadership skills

Mathematical skills

Writing skills

Verbal communication

Computer proficiency

Education

Bachelor’s Degree

MBA

Job description

Investment Banking Associate - Tech Enabled Services

Join William Blair as an Investment Banking Associate focused on tech-enabled services. The role involves supporting new business development, transaction execution, and the delivery of investment banking products and services.

Responsibilities

Execute extensive financial and valuation analyses to value debt and equity for mergers, acquisitions, and capital‑raising transactions.
Build advanced financial models, leveraging a broad understanding of valuation and finance/accounting topics.
Lead due diligence, research, analysis, and documentation of potential and live transactions, anticipating potential deal issues.
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, showcasing IB product solutions.
Actively participate in client meetings and drafting sessions.
Research and expand industry expertise, targeting specific clients or sectors and monitoring key industry drivers.
Identify improvements to processes and propose solutions for increased efficiency.
Take ownership of client relationships, fostering effective dialogue with finance and accounting staff.
Demonstrate understanding of macro factors related to client industry and potential implications.
Serve as an on‑the‑job trainer for analysts, providing constructive feedback and ensuring high‑quality work.
Ensure all activities comply with applicable rules, regulations, policies, and procedures.
Assume additional responsibilities as requested.

Qualifications

Bachelor’s Degree required.
MBA strongly preferred.
Internship or prior work experience in the financial services industry preferred.
Required SIE Exam and Series 79/63 certifications within the specified time frames (details provided).
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 understanding of accounting and finance.
Commitment to satisfying internal and external customers.
Travel required: approximately 10% to 30%.

Compensation and Benefits

The base salary range is $175,000 – $175,000 USD, excluding other forms of compensation. The role may be eligible for discretionary annual bonuses and/or commission‑based incentives. Benefits include medical, dental, vision coverage; employer‑paid short and long‑term disability and life insurance; 401(k) with profit sharing; paid time off; Maven family & fertility benefit; parental leave (including adoption, surrogacy, and foster placement); and other voluntary benefits.

Equal Opportunity Employment

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 unrelated to the employee’s ability to perform the duties of the job. EOE m/f/d/v.

Hiring Scams Notice

William Blair has clear processes and guidelines regarding recruiting. The company does not request personal financial information in connection with an employment application nor does it extend employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.

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