Senior Analyst, Learning & Development — Investment Banking

Socket.dev; Chicago (IL); Hybrid; USD 90,000 - 100,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Disability and life insurance

401(k) and profit sharing

Paid time off

Job summary

William Blair is seeking a Senior Analyst to lead and improve Learning & Development across Investment Banking. You will own training for analysts, associates, and interns, delivering high-impact sessions and maintaining curriculum quality.

You’ll work with senior bankers and manage external vendors while leveraging AI and Workday Learning to optimize outcomes. This role requires travel to key offices and a hybrid in-office schedule.

Qualifications

• Bachelor's degree required.
• 3-5 years in instructional design or L&D.
• 2+ years in financial/services industry preferred.

Responsibilities

• Lead end-to-end delivery of IB summer intern programs.
• Own training for new IB hires including campus hires.
• Facilitate training sessions for intern program and onboarding.
• Refresh materials to stay current with IB practices.

Skills

Instructional design

Learning & Development

Facilitation

Curriculum development

Workday Learning

AI tools for content

Vendor management

Travel willingness

Education

Bachelor's degree

Tools

Wall Street Prep

Workday Learning

Job description

Senior Analyst, Learning & Development — Investment Banking

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

Join William Blair, the Premier Global Partnership.

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 include but may not be limited to:

• 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.

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.

$90,000 — $100,000 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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