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Investment Banking Associate - Private Capital Advisory, GP-Led Secondaries

William Blair
New York, NY Full Time
POSTED ON 1/13/2025
AVAILABLE BEFORE 4/5/2025

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

Join William Blair, the Premier Global Boutique.

William Blair has delivered trusted advice for 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'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 Associate 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 :

  • 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.
  • Lead extensive financial modeling to analyze GP-led transactions utilizing thoughtful due diligence and leveraging broad understanding of valuation and broad finance / accounting topics.
  • Develop, produce and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of secondary market product solutions and underlying components.
  • Engage with analysts in the development of marketing materials that highlight William Blair's competitive advantages and overall product knowledge.
  • Participate in growth of the team, facilitating analyst development, best practices and continued scaling of the overall PCA platform.
  • Act as "on the job" mentor 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.
  • Additional responsibilities as requested.

QUALIFICATIONS :

  • Bachelor's Degree required
  • Prior investment banking experience required (ideally, in a secondary advisory role)
  • 2 years experience as an Investment Banking Analyst strongly preferred

  • 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
  • Travel required : approximately 10% to 30%
  • 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

    175,000-$225,000 USD

    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.

    Salary : $175,000 - $225,000

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