Investment Banking Associate, Technology

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

Join William Blair, the Premier Global Partnership.

• Assist in the targeting and closing of new deal opportunities.
• Participate in selling/pitching William Blair’s services/products to clients and prospects, leveraging understanding of macro trends and strategic direction of clients to win business.
• Drive day to day activities for presentation development. Suggest methods for positioning William Blair’s advantages versus competitors.
• Build and maintain relationships with client senior executives. Consistently exceed client expectations. Assume role of day‑to‑day client contact for questions, comments, inputs and deal related matters.
• Provide direction on financial/valuation analyses approach for valuing debt and equity. Serve as a sounding board for unique and creative approaches for analyses. Execute extensive financial/valuation analyses for complex and high‑impact deals.
• Leverage expertise of products, industries, and finance/accounting topics to develop key themes for positioning of research/analytic deliverables.
• Suggest innovative approaches for due diligence, research and analysis efforts. Anticipate and address needs of senior team members and proactively identify probable deal issues, providing thoughts and perspective on resolution.
• Review all analyst and associate work for consistency, correctness and formatting, taking responsibility for client materials and reports.
• Offer creative and insightful resolution to issues or problems arising in execution and origination.
• Provide thought leadership to streamline processes and improve efficiency and effectiveness. Provide ongoing guidance and spot corrections to improve team efficiency.
• Act as lead “on the job” trainer for associates and analysts, providing constructive feedback. Articulate the roles and objectives for junior team members. Share relevant deal/client context with the junior team. Provide motivation and guidance for the team.
• Actively participate in recruiting and training activities.
• Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.
• Additional responsibilities as requested.

• Bachelor’s Degree required
• MBA strongly preferred
• Prior investment banking experience required; 3+ years at Associate level strongly preferred
• Requirement to successfully complete Level 3 exams with FCA within 90 days of commencing employment, and SIE Exam, Series 79, within 150 days of commencing employment (for UK and EU only)
• Detail oriented with deep analytical abilities
• Superior mathematical, writing, verbal and computer skills
• Ability to adapt to new tasks with little notice
• Ability to manage expectations of senior bankers while working on multiple projects simultaneously
• Effective leadership and coaching skills
• Ability to lead transaction processes and pitch new business with moderate senior banker oversite
• Strong desire to win
• Sound judgement
• Remains calm and focused under pressure
• Expertise in accounting and finance
• Exhibits creativity and originality in approach to analysis and work product
• Travel required:
  
  20 to 40%

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 dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem‑solving abilities that our clients expect.

We invite you to learn more about us by visiting

William Blair is an equal…