Senior Analyst, Learning & Development — Investment Banking

William Blair

Chicago (IL)

On-site

USD 90,000 - 100,000

Full time

6 days ago
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Benefits offered by this job

Medical coverage
Dental coverage
Vision coverage
401(k)
Profit sharing
Paid time off
Maven family & fertility benefit
Parental leave
Other voluntary benefits

Job summary

William Blair is seeking a Senior Analyst in Learning & Development for Investment Banking to lead and enhance our internal training programs. You will own the global summer intern programs and onboarding for analysts and associates, partnering with senior bankers and external vendors.

The role emphasizes facilitating sessions, maintaining curriculum, and coordinating logistics in a dynamic, high-visibility environment with travel to key office locations as needed.

Qualifications

  • Bachelor's degree required.
  • 3-5 years in instructional design, learning and development or related field.
  • 2+ years in financial services or professional services; Investment Banking experience preferred.
  • Strong facilitation skills delivering instructor-led training to large audiences.
  • Experience delivering and improving an existing training curriculum.
  • Highly organized with project-management focus for a fast-paced calendar.
  • Experience managing external training vendors.

Responsibilities

  • Own end-to-end execution of Investment Banking global summer intern programs, including curriculum delivery, logistics, and stakeholder coordination.
  • Own training for new Investment Banking hires, including campus analysts and experienced hires.
  • Facilitate training sessions for the intern program and onboarding.
  • Refresh training materials to stay current with IB practices and firm priorities.
  • Coordinate scheduling, logistics, and communications across the IB calendar.
  • Serve as primary contact for analysts, associates, and interns in IB training programs.

Skills

Instructional design
Learning & Development
Facilitation
Curriculum improvement
Vendor management
Travel readiness
AI tools usage
Workday Learning

Education

Bachelor's degree

Tools

Wall Street Prep

Job description

Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities. Join William Blair, the Premier Global Partnership.

Senior Analyst, Learning & Development - Investment Banking

We are looking for a Senior Analyst of Learning & Development to lead the delivery and continuous improvement of key programs for the Investment Banking business unit. You will own training for Analysts and Associates (new hires and current colleagues) as well as the summer intern program. In this role, you will be stepping into a well-established curriculum and strong programmatic approach where the focus is delivering, sharpening, and elevating existing materials, drawing on what each program cycle teaches us. A peer role focuses on our senior banker populations. Successful candidates will bring significant experience as a facilitator who has managed multiple simultaneous programs. You'll be energized by the challenge of high complexity and working with a wide variety of stakeholders. We value colleagues who take pride in the quality of their work, take strong ownership over results, and bring strong instincts for what makes learning content work. We're especially drawn to candidates with L&D experience supporting Investment Banking specifically, though L&D experience at a firm with an Investment Banking business in scope is also a strong fit. This role reports to the Manager, Learning & Development.

Responsibilities
  • Own the end-to-end execution of William Blair's Investment Banking global summer intern programs, including curriculum delivery, logistics, and stakeholder coordination.
  • Own training for new Investment Banking hires, including both campus/undergraduate analysts and experienced/lateral hires.
  • Facilitate training sessions for the intern program, new hire onboarding, and Analyst/Associate curriculum.
  • Maintain and refresh training materials to ensure content stays current with IB practices, market conditions, and firm priorities.
  • Coordinate scheduling, logistics, and communications across a fast-moving, high-visibility Investment Banking calendar.
  • Serve as the primary point of contact for Analysts, Associates, and interns participating in IB training programs, fielding questions and providing day-to-day support throughout their experience.
  • Gather input from senior bankers on content and approach for sessions that they will facilitate.
  • Manage day-to-day relationships with external training vendors supporting IB curriculum (e.g., Wall Street Prep), including scheduling, coordination, and quality oversight.
  • Track program participation, feedback, and outcomes; use data to recommend and implement refinements.
  • Serve as a day-to-day resource for IB staffing and recruiting partners on training-related questions.
  • Additional responsibilities, as requested.
Qualifications
  • Bachelor's degree
  • 3-5 years of professional experience in instructional design, learning and development, or a related discipline.
  • 2+ years of experience specifically in financial services or professional services industry; supporting an Investment Banking business is highly preferred.
  • Strong facilitation skills; demonstrated comfort delivering instructor-led training to large audiences.
  • Demonstrated experience delivering and continuously improving an existing training curriculum.
  • Highly organized, project management orientation to manage a fast-paced, high-visibility calendar involving senior stakeholders.
  • Experience managing external training vendors.
  • Ability and willingness to travel to key firm office locations and events as needed.
  • Hands-on experience with generative AI tools to support content creation, facilitation preparation, and workflow efficiency is preferred.
  • Experience with Workday Learning preferred.
  • Expectation of coming into the office 2 days a week minimum. Up to 5 days in‑office during summer programs.

Salary Range $90,000 - $100,000 USD

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.

Benefits
  • 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)
  • other voluntary benefits
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.

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