Investment Banking Senior Analyst - Technology

William Blair; Chicago (IL); On-site; USD 112,500 - 137,500; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with profit sharing

Paid time off

Parental leave

Job summary

William Blair in Chicago is seeking an Analyst to support investment banking efforts. This role includes performing financial analyses, building complex models, and providing mentorship to interns. Candidates must have a Bachelor’s Degree and prior investment banking experience, preferably in technology/software areas.

Key responsibilities include conducting due diligence, drafting presentations, and assisting with client proposals. Benefits include comprehensive health coverage and a competitive salary of $125,000.

Qualifications

• At least 1 year of investment banking experience covering technology/software required.
• Proven track record in university studies required.
• SIE Exam, Series 79 and Series 63 must be acquired within 150 days of employment.

Responsibilities

• Perform extensive financial/valuation analyses for mergers and acquisitions.
• Build financial models to value potential clients or industries.
• Perform due diligence, research, analysis, and documentation.
• Draft management presentations to highlight financial analysis.
• Assist in the development of proposals and presentations.

Skills

Strong analytical abilities

Excellent mathematical skills

Detail oriented

Writing and verbal skills

Ability to manage multiple projects

Ability to adapt to new tasks

Commitment to customer satisfaction

Developing sound judgment

Education

Bachelor’s Degree

Prior investment banking experience

Job description

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 research and financial modeling, apply core valuation methods, and complete due diligence activities at the direction of the Investment Banking team lead. Work closely with client staff to advance projects, gathering necessary information, describing financial modeling methodology, and presenting results directly related to the scope of analysis. Provide training and mentorship to summer interns and less experienced analysts.

Responsibilities

• Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions, and capital raising transactions. Form varied approaches to analyses once the fundamental base is set.
• Build financial models to value potential and actual clients and/or industries. Execute core valuation methods such as comparable companies, precedents, and discounted cash flow. Effectively synthesize information to convey complex financial modeling outcomes.
• Perform due diligence, research, analysis and documentation of potential and live transactions. Identify potential deal issues and properly escalates concerns to team members.
• Draft management presentations to highlight financial analysis and research results.
• Assist in the development, production and delivery of proposals and presentations to clients and prospects. Draft marketing materials, emphasizing the advantages of William Blair and its investment banking methods/approach.
• Participate in client meetings and drafting sessions.
• Research industries or sectors, as identified by senior bankers, to target certain clients or industries. Evaluate and improve BIC content. Leverage learnings across deals.
• Seek opportunities to streamline processes and propose solutions to complete tasks more efficiently.
• Support client relationship development by developing a detailed understanding of client needs and challenges, providing professional and responsive service and anticipating client information needs.
• Develop an understanding of macro factors related to client industry, investment banking products and potential implications.
• Mentor summer interns and invest in teaching subsequent classes of analysts, imparting best practices.
• 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 experience as an Analyst or equivalent strongly preferred.
• At least 1 year of investment banking experience covering technology/software (or PE equivalent) required.
• Proven track record in university studies required.
• SIE Exam, Series 79 and Series 63 must be acquired within 150 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 work on multiple projects simultaneously.
• Strong desire to win.
• Developing increasingly sound judgment.
• Thorough understanding of accounting and finance.
• Commitment to satisfying internal and external customers.
• Travel required: approximately 5%.

Benefits

Our benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy and foster placement), and other voluntary benefits.

Salary Range

$125,000—$125,000 USD.

Equal Employment Opportunity

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.