Investment Banking Vice President - Insurance

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

Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.

Join William Blair, the Premier Global Partnership.

Assist in targeting and closing of new deals. Participate in selling and pitching. Drive day-to-day activities for presentation development. Execute in-depth analyses for complex and high impact new business development, transaction execution and the delivery of investment banking products and services. Provide direction on financial/valuation analyses to less experienced staff and serve as a sounding board for structuring complex deals. Build relationships with client senior executives. Review the work of associates and analysts. Provide motivation and guidance.

Responsibilities Include But May Not Be Limited To

• Assist in the targeting and closing of new deal opportunities.
• Participate in selling/pitching William Blair's services/products to clients and prospects, leveraging understanding of macro trends and strategic direction of clients to win business.
• Drive day to day activities for presentation development. Suggest methods for positioning William Blair's advantages versus competitors.
• Build and maintain relationships with client senior executives. Consistently exceed client expectations. Assume role of day-to-day client contact for questions, comments, inputs and deal related matters.
• Provide direction on financial/valuation analyses approach for valuing debt and equity. Serve as a sounding board for unique and creative approaches for analyses. Execute extensive financial/ valuation analyses for complex and high impact deals.
• Leverage expertise of products, industries, and finance/accounting topics to develop key themes for positioning of research/analytic deliverables.
• Suggest innovative approaches for due diligence, research and analysis efforts. Anticipate and address needs of senior team members and proactively identify probable deal issues, providing thoughts and perspective on resolution.
• Review all analyst and associate work for consistency, correctness and formatting, taking responsibility for client materials and reports.
• Offer creative and insightful resolution to issues or problems arising in execution and origination.
• Provide thought leadership to streamline processes and improve efficiency and effectiveness. Provide ongoing guidance and spot corrections to improve team efficiency.
• Act as lead "on the job" trainer for associates and analysts, providing constructive feedback. Articulate the roles and objectives for junior team members. Share relevant deal/client context with the junior team. Provide motivation and guidance for the team.
• Actively participate in recruiting and training activities.
• 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 with a focus on the insurance sector; 3+ years at Associate level strongly preferred
• SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment (for US only)
• Detail oriented with deep analytical abilities
• Superior 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
• Ability to lead transaction processes and pitch new business with moderate senior banker oversite
• Strong desire to win
• Sound judgement
• Remains calm and focused under pressure
• Expertise in accounting and finance
• Exhibits creativity and originality in approach to analysis and work product
• Travel required: 20 to 40%
• This position can sit in our Chicago, Atlanta or New York office

Salary Range

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.

$275,000-$275,000 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

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