Investment Banking Analyst Syndicate - Equity Capital Markets

Job Summary & Responsibilities

• Work alongside managing directors, directors, and vice presidents in ECM Origination and across sector coverage groups.
• Participate in the marketing of all Equity Syndicate transactions, set up and manage each transaction in dedicated syndicate software.
• Build relationships with internal and external clients across Investment Banking, Institutional Sales, and peer investment banks.
• Research current and prospective client companies, comparable companies and transactions, and potential institutional investors.
• Monitor and research capital markets and update client and equity databases.
• Track capital markets trends including industry/sector holding trends and deal participation trends.
• Build and audit fully integrated financial models including IPO and comparable company trading and valuation analyses.
• Support ECM Origination and sector coverage groups in preparing commitment committee, filing, and selling memorandums, and investor targeting materials.
• Work alongside ECM Origination, Institutional Sales & Trading, and Research during offering execution process to coordinate feedback on deal messaging, company peers, and the capital markets broadly.
• Compile and prepare appropriate marketing materials detailing the William Blair ECM perspective and recommendation on the capital markets, and highlighting William Blair’s equity and distribution platform.
• Prepare and supervise external marketing initiatives which include both weekly and quarterly publications.
• Seek opportunities to streamline processes and propose solutions to complete tasks more efficiently.
• Develop an understanding of macro factors related to client industry, investment banking products and potential implications.
• Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.
• Additional responsibilities as requested.

• Bachelor’s Degree required
• One to three years of experience in equity capital markets, equity research, equity sales & trading, investment banking, wealth management, or other deal structured environment required
• Proven track record in university studies required
• SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment
• Detail oriented with strong analytical abilities
• Excellent mathematical, writing, verbal and computer skills
• Ability to adapt to new tasks with little notice
• Ability to work on multiple projects simultaneously
• Strong desire to win
• Developing increasingly sound judgement
• Thorough understanding of accounting and finance
• Commitment to satisfying internal and external customers
• Travel required:
  
  approximately 5%

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: $115,000—$115,000 USD

William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, and Asia.

We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid…