Senior Analyst, Learning & Development — Investment Banking

William Blair

Chicago (IL)

On-site

USD 90,000 - 100,000

Full time

7 hours ago

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Benefits offered by this job

Medical, dental & vision coverage

Employer-paid disability & life

401(k) & profit sharing

Paid time off

Family & fertility benefits

Parental leave

Job summary

William Blair in Chicago seeks a Senior Analyst of Learning & Development to lead delivery and continuous improvement of training programs for the Investment Banking unit, overseeing Analysts, Associates, and summer interns. You will own end-to-end program execution, refresh materials, coordinate calendars and logistics, and collaborate with external vendors like Wall Street Prep.

The role requires a Bachelor's degree, 3-5 years of L&D in financial services, strong facilitation, travel as

Qualifications

Bachelor's degree required.
3-5 years in instructional design / L&D.
2+ years in financial services or professional services, IB exposure preferred.
Strong facilitation for large audiences.
Experience updating existing curricula.
Highly organized with calendar management.
Experience managing external training vendors.
Willingness to travel to key office locations and events.
Experience with generative AI tools for content creation is preferred.
Workday Learning experience preferred.
In-office presence 2 days/week, up to 5 days in summer programs.

Responsibilities

Own end-to-end execution of IB's global summer intern programs, including curriculum delivery and logistics.
Own training for new IB hires, including campus analysts and lateral hires.
Facilitate training sessions for intern program and onboarding.
Refresh training materials to stay current with IB practices and firm priorities.
Coordinate scheduling and communications across a fast-moving IB calendar.
Serve as primary contact for analysts, associates, and interns in IB training.
Gather input from senior bankers on session content and approach.
Manage relationships with external training vendors (e.g., Wall Street Prep).
Track participation, feedback, and outcomes; propose refinements.
Support IB staffing and recruiting on training-related questions.

Skills

Instructional design

Learning & Development

Facilitation

Project management

People collaboration

AI-assisted content

Education

Bachelor's degree

Tools

Wall Street Prep

Workday Learning

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.

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.

Salary Range

$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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