Investment Banking Analyst - Private Capital Advisory, GP-Led Secondaries at William Blair

New York, New York, United States -

Full Time

Start Date

Immediate

Expiry Date

26 May, 26

Salary

125000.0

Posted On

25 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Modeling, Due Diligence, Valuation, Finance, Accounting, Presentation Preparation, Transaction Analysis, Investor Management, Marketing Material Development, Leadership, Coaching, Analytical Abilities, Writing Skills, Verbal Skills, Computer Skills, Attention To Detail

Industry

Financial Services

Description

Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities. Join William Blair, the Premier Global Partnership. William Blair’s GP-led Secondary Advisory team of experts provide financial sponsors and their investors with holistic, bespoke solutions across all stages of the private equity lifecycle. The private equity community relies on us for guidance and expertise when navigating GP-led transactions (e.g., single- and multi-asset continuation vehicles, spin-outs & spin-ins, strip sales, NAV loans, tender offers and other transaction types). An Analyst in GP-led secondaries will help lead in-depth analyses to support our pursuit of high-quality transactions, and in doing so, facilitate deal execution, potential client pitching, and investor management. Responsibilities include but may not be limited to: Help assemble extensive financial models to analyze GP-led transactions utilizing thoughtful due diligence and leveraging broad understanding of valuation and broad finance/accounting topics. Prepare presentation materials to clients and prospects, which exhibit broad knowledge of secondary market product solutions and underlying components. Facilitate due diligence, research, analysis and documentation of potential and live transactions. Anticipate potential deal issues and pass concerns through to team members in real time. Help manage the investor process, monitoring and actively tracking investor activity Engage with team members in the development of marketing materials that highlight William Blair’s competitive advantages and overall product knowledge. Mentor summer interns and invest in teaching subsequent classes of analysts, imparting best practices. Additional responsibilities as requested. QUALIFICATIONS: Bachelor’s Degree required Prior investment banking experience required (ideally, in a secondary advisory role) Detail-oriented with strong analytical abilities Deep, sophisticated understanding of accounting and finance Excellent mathematical, writing, verbal and computer skills Ability to adapt to new tasks Ability to manage expectations of senior bankers while working on multiple projects simultaneously Effective leadership and coaching skills Strong desire to win and commitment to excellence Sound judgement and reasoning abilities SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment #LI-CG1 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 $125,000—$125,000 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 Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process. Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission. 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.

Responsibilities

Analysts will support high-quality transactions by leading in-depth analyses, facilitating deal execution, client pitching, and investor management. Key duties include assembling extensive financial models, preparing client presentation materials, and facilitating due diligence and transaction documentation.