Investment Banking Summer Analyst, Financial Sponsors Group, Summer 2026

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Summer analysts in William Blair's Financial Sponsors Group work with and support senior financial sponsor coverage bankers to develop, manage and institutionalize William Blair’s relationships with many of the world’s leading private equity firms. In partnership with financial sponsor, sector, and product bankers, summer analysts provide marketing and execution support throughout the entire client life cycle, including prospecting, pitching and transaction execution.

Responsibilities

William Blair is the ideal environment for individuals who enjoy working in a dynamic environment that demands quick learning, independent thinking, and taking ownership of projects. As a summer analyst in the Financial Sponsors Group, you will receive a unique opportunity to work with current analysts and senior bankers over the course of the 9-week program to execute the following responsibilities:

• Develop an understanding of macro factors related to the private equity industry and relevant investment banking services
• Research, manage and disseminate information on private equity market trends and insight
• Create marketing and pitch materials, including annual relationship reviews, quarterly updates, deal flow discussions and sector-focused discussions
• Perform value-added analyses for focus funds - buyer behavior and bid analyses, comps, market and deal flow insights, balance of trade and cohort mapping
• Research companies and industries in targeting specific clients/industries and generate platform and add-on investment ideas
• Support pitches and active client engagements through financial (LBO) modeling, development of marketing materials and financial buyer coordination
• Manage financial buyer vetting process, including consolidating feedback from clients and William Blair bankers
• Formalize financial buyer presentation structure and develop talking points that can be leveraged by all FSG
• Proofread materials to ensure the accuracy of content and consistency with William Blair brand standard
• Ensure all activities are following applicable rules, regulations, policies and procedures
• Additional responsibilities as requested
  
  

Here’s what we’re looking for

• Pursuing undergraduate bachelor’s degree with anticipated graduation between December 2026 - June 2027
• Cumulative GPA of 3.5 or above preferred (but open to all applicants)
• Undergraduate major: all majors considered
• Intellectual curiosity and a passion for investment banking and financial sponsors
• Knowledge of Investment Banking concepts, services, and applicable regulations
• Project management and prioritization skills
• Strong analytical and quantitative skills
• Exceptional verbal and written communication skills
• Ability to work on multiple projects simultaneously
• Strong computer skills, specifically Microsoft Excel, Word, and PowerPoint
• You are adaptable in an ever-changing environment and can manage through change with a high degree of emotional maturity
• You are highly motivated, detail oriented, and thrive in a collaborative environment
• Willingness to locate to New York City
  
  

In accordance with New York City's Pay Transparency Law, a reasonable estimate of the salary is approximately $110,000 at the time of posting. Salary does not include other forms of compensation or benefits.

Throughout the 9-week program, summer analysts are evaluated for opportunities in our full-time class, upon graduation.

Once you have submitted your application, you will receive a link to complete our pre-interview assessment, Suited, which will need to be completed within 48 hours. Please monitor your spam folder, as the email may get caught in spam filters.

Application Deadline

Apply by January 23rd to be considered for this opportunity.

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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