MBA Investment Banking Associate – M&A & Valuation Leader

William Blair; Charlotte (NC); On-site; USD 157,500 - 192,500; Full time

Job summary

William Blair, a premier global partnership, seeks a finance-focused professional to execute in-depth analyses, financial modeling, and due diligence for M&A and capital-raising transactions. You will engage with senior teams, lead presentations, and mentor junior staff, applying valuation methods and industry knowledge.

The role emphasizes client interaction, cross-functional collaboration, and rigorous research to support business development and deal execution. Travel is expected up to 30%.

Qualifications

• MBA degree with anticipated graduation between December 2026 and June 2027.
• Internship or prior work experience in financial services industry preferred.
• SIE Exam, Series 79 and Series 63 within 90 days of employment.

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/or industries.
• Lead due diligence, research, analysis and documentation of potential and live transactions.
• Develop, produce and deliver proposals and presentations to clients and prospects.

Skills

Analytical abilities

Detail oriented

Strong communication

Leadership coaching

Education

MBA degree

SIE exam

Series 79 & 63

Job description

William Blair, a premier global partnership, seeks a finance-focused professional to execute in-depth analyses, financial modeling, and due diligence for M&A and capital-raising transactions. You will engage with senior teams, lead presentations, and mentor junior staff, applying valuation methods and industry knowledge.

The role emphasizes client interaction, cross-functional collaboration, and rigorous research to support business development and deal execution. Travel is expected up to 30%.