Investment Banking Analyst - Family Office

Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities. Join William Blair, the Premier Global Partnership. 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.

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The Investment Banking Family Office Analyst will support new business development, transaction execution, and the delivery of investment banking products and services, with a focus on the firm’s relationships with large family offices that acquire/make significant investments in private companies. Work closely with the senior investment banker who leads this practice area and participate in meetings (in‑person and virtual) with the covered family offices.

Collaborate with all of the firm’s investment bankers in connecting their private company clients with family offices as providers of long‑term, relationship‑oriented capital. Conduct company and industry research, prepare analytical materials and maintain standing reports. Contribute to the creation of client‑facing materials, including new business pitches.

Our Financial Sponsors Group is focused on developing and institutionalizing relationships with leading private equity firms and family offices around the world. Many of these relationships have been developed over multiple decades providing us with senior‑level access and credibility with the key decision‑makers at each firm. With 50 to 100 completed transactions annually with PE firms and family offices, we have proprietary insights into each financial sponsor’s unique investment criteria, approach, and behavior.

Our team's highly relevant experience with the private equity and family office communities uniquely positions William Blair to deliver exceptional results for our M&A sell‑side clients and serve as close, trusted advisors to our sponsor clients.

• Support the firm’s coverage of family offices by developing an understanding of each firm’s mandates, portfolio strategies, and long‑term capital objectives.
• Conduct research and portfolio mapping across the family office universe.
• Prepare client‑facing materials to support family office engagement and coverage initiatives.
• Support the planning and execution of William Blair’s annual Family Office Convening, including company sourcing, investor outreach, cross‑functional coordination, and on‑site execution.
• Collaborate with sector, product, and founder/family‑owned business teams to support coverage efforts and origination initiatives.
• Assist with analytical work related to mergers, acquisitions, and capital‑raising transactions, including the preparation of valuation and presentation materials.
• Conduct research, due diligence, and documentation for potential and active transactions, identifying key considerations and escalating issues as appropriate.
• Draft management…