Investment Banking MBA Associate: Advanced Modeling

Risk Hub; United States; Remote; USD 158,000 - 193,000; Full time

Job summary

William Blair is seeking a results-driven professional to support business development, transaction execution and the delivery of investment banking products. You will perform financial modeling, due diligence and client presentations, while mentoring junior staff.

Responsibilities include leading analyses, preparing proposals, and strengthening client relationships. Travel up to 30% and licensing requirements are part of the role; the firm values leadership and rigorous financial acumen.

Qualifications

• MBA degree with 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.
• Effective leadership and coaching skills.
• Strong desire to win; Sound judgement; Deep understanding of accounting and finance.
• Travel required: approximately 10% to 30%.

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 industries.
• Lead due diligence, research, analysis and documentation of potential and live transactions.
• Participate in presentation development and hypothesis testing to highlight financial results.
• Develop, produce and deliver proposals and presentations to clients and prospects.
• Participate in client meetings and drafting sessions.
• Research and expand expertise of industries to target clients or industries.
• Identify improvements to processes and propose solutions to complete tasks more efficiently.
• Take ownership of client relationships and coordinate with finance staff.
• Demonstrate understanding of macro factors related to client industry and IB products.
• Act as on-the-job trainer for analysts.

Skills

Analytical abilities

Detail oriented

Leadership

Coaching

Education

MBA degree

Tools

Microsoft Excel

PowerPoint

Job description

William Blair is seeking a results-driven professional to support business development, transaction execution and the delivery of investment banking products. You will perform financial modeling, due diligence and client presentations, while mentoring junior staff.

Responsibilities include leading analyses, preparing proposals, and strengthening client relationships. Travel up to 30% and licensing requirements are part of the role; the firm values leadership and rigorous financial acumen.