Investment Banking Senior Analyst - Technology

William Blair; San Francisco, Northern (CA, KY); Hybrid; USD 113,000 - 138,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k)

Profit sharing

Paid time off

Parental leave

Job summary

William Blair in San Francisco is seeking an Investment Banking Analyst to support business development, transaction execution and delivery of IB products and services to clients and prospects. You will perform research, financial modeling, and due diligence under the direction of the team lead, and provide training to summer interns.

Requirements include a Bachelor's degree, 1+ year IB experience in technology/software, strong analytical and communication skills, and the ability to manage

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 judgement.
• Thorough understanding of accounting and finance.
• Commitment to satisfying internal and external customer.
• Travel required: approximately 5%.

Responsibilities

• Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions.
• Build financial models to value potential and actual clients and/or industries; apply core valuation methods.
• Perform due diligence, research, analysis and documentation of transactions; elevate concerns when needed.
• Draft management presentations to highlight financial analysis and research results.
• Assist in development and delivery of proposals and presentations; draft marketing materials.
• Participate in client meetings and drafting sessions.
• Research industries or sectors and evaluate content for targeted clients.
• Seek opportunities to streamline processes and propose solutions.
• Support client relationship development and understand client needs.
• Develop understanding of macro factors related to client industry and products.
• Mentor summer interns and teach analysts; share best practices.
• Ensure compliance with rules, regulations, policies and procedures.

Skills

Bachelor's Degree

Analytical abilities

Financial modeling

Research

Communication skills

Multi-project handling

Education

Bachelor's Degree

SIE/Series 79/63

Tools

Microsoft Excel

PowerPoint

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 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 scope of analysis. Provide training and mentorship to summer interns and less experienced Analysts.

Responsibilities include but may not be limited to:

• Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Form varied approaches to analyses once fundamental base of approach 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 elevate 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 judgement
• Thorough understanding of accounting and finance
• Commitment to satisfying internal and external customer
• Travel required: approximately 5%

#LI-CG1

A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position.

This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.

Our featured 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), as well as other voluntary benefits.

Salary Range

$125,000 - $125,000 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.

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

Download William Blair's privacy policies for job applicants:

• California Consumer Privacy Act Privacy Notice (CCPA)
• General Data Protection Regulation Privacy Notice (GDPR)

Contact us should you have any questions or concerns.