Job Description
Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Boutique. William Blair has delivered trusted advice for nearly nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.
We are committed to our people and culture, values, clients, and local communities.
What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries.
We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.
We work tirelessly to create an inclusive culture and take pride in fostering employees' professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.
Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder.
We invite you to learn about how we are seeking excellence in everything we do and empowering our clients' success with passion, creativity, and rigor. For more information, visit williamblair.com.
William Blair is seeking an Investment Banking Associate to join its Leveraged Finance Group, which is a fast-growing team that provides debt advisory and arrangement services for middle market companies across a wide range of industries and transactions including acquisition financing, refinancings, growth capital, and shareholder liquidity events. The Leveraged Finance Group works closely with each of Blair's sector coverage teams as well as the other product-specific groups in serving the financing needs of the firm's investment banking clients.
Execute in-depth analyses to support new business development, transaction execution, and the delivery of investment banking products and services to clients and prospects. Perform extensive research and financial modeling, apply valuation methods, and complete due diligence activities. Work closely with client staff to advance projects, gathering necessary information, conveying complex financial modeling outcomes, and presenting analysis results. Provide training and mentorship to less experienced staff.
Responsibilities may include but are not limited to:
- Build advanced financial models and execute core credit methods, such as LBOs and covenant models. Effectively synthesize information to convey complex financial modeling outcomes.
- Conduct financial analysis, including cash flow modeling, debt capacity analysis, and sensitivity analysis and present findings and recommendations to internal teams and clients.
- Develop an understanding of macro factors related to client industries, investment banking products, and potential implications.
- Demonstrate a strong understanding of debt capital markets, including market trends, key structures, and key players.
- Lead due diligence, research, analysis, and documentation of potential and live transactions.
- Research current and prospective client companies, comparable companies and transactions, and industries; monitor and research capital markets; update client and leveraged finance databases.
- Develop, produce, and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of IB product solutions and underlying components. Engage, with analysts, in the development of marketing materials that highlight the competitive advantage of William Blair.
- Identify improvements to processes and propose solutions to complete tasks more efficiently.
- Create relationships with clients and foster effective dialogue with finance and accounting staffs to facilitate efficient processes. Anticipate needs and challenges and provide seamless solutions.
- Act as "on the job" trainer for junior team members, providing guidance and constructive feedback. Ensure senior team knows the valuable contributions of all team members.
- Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.
- Additional responsibilities as requested.
Qualifications:
- Bachelor's Degree required. MBA is a plus.
- Prior investment banking or credit / lending experience required.
- Advanced financial modeling skills required. Build detailed, fully-integrated financial models to construct financial projections and test their feasibility, analyze the impact of proposed transactions on capital structures, cash flows, debt service requirements, compliance with and financial covenants, and differences in GAAP and tax treatments, etc.
- Experience analyzing financial statements and related data to assess historical and projected financial performance for client companies and prospects.
- Required SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment.
- Committed to satisfying internal and external clients.
- Ability to manage expectations of senior bankers, other deal team members, and clients while working on multiple projects simultaneously.
- Excellent mathematical, writing, verbal and computer skills.
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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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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.
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