Investment Banking Associate - Industrial Growth Products

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 include but may not be limited to :

• Perform extensive financial / valuation analyses to value debt and equity for mergers, acquisitions, and capital raising transactions. Utilize creative approaches to analyses that illustrate key concepts / messages. Carefully review and provide guidance to Analysts’ work.
• Build advanced financial models to value potential and actual clients and / or industries, leveraging broad understanding of valuation and finance / accounting topics. Demonstrate thorough knowledge of multiple client sectors. Assimilate information to perform insightful analyses.
• Lead 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.
• Actively participate in presentation development and hypothesis testing to highlight financial analysis and research results.
• 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.
• Actively participate in client meetings and drafting sessions.
• Research and expand expertise of industries and / or sectors. Leverage knowledge to target certain clients or industries. Monitor key industry drivers. Offer insights into business trends in the sector to facilitate processes. Evaluate and improve BIC content.
• Identify improvements to processes and propose solutions to complete tasks more efficiently.
• Take ownership of client relationships. Foster effective dialogue with finance and accounting staffs to facilitate processes. Anticipate needs and challenges and provide seamless solutions.
• Demonstrate an understanding of macro factors related to client industry, investment banking products, and potential implications.
• Act as “on the job” trainer for analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. 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 :

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