About the Role
<div class="content-intro"><p style="margin: 0in; font-family: Calibri; font-size: 18.0pt;"><span style="font-weight: bold; font-size: 30pt;"></span></p> <p style="margin: 0in; font-family: Calibri; font-size: 18.0pt;"><span style="font-weight: bold; font-size: 30pt;"></span></p> <p style="margin: 0in; font-family: Calibri; font-size: 18.0pt;"><span style="font-weight: bold; font-size: 30pt;">Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.</span></p> <p style="margin: 0in; font-family: Calibri; font-size: 16.0pt;"><span style="font-weight: bold; font-size: 20pt;">Join William Blair, the Premier Global Partnership.</span></p> <p style="margin: 0in; font-family: Calibri; font-size: 14.0pt;"> </p></div><p>Assist in targeting and closing of new deals. Participate in selling and pitching. Drive day–to-day activities for presentation development. Execute in-depth analyses for complex and high impact new business development, transaction execution and the delivery of investment banking products and services. Provide direction on financial/valuation analyses to less experienced staff and serve as a sounding board for structuring complex deals. Build relationships with client senior executives. Review the work of associates and analysts. Provide motivation and guidance.<br><br>Responsibilities include but may not be limited to:</p> <ul> <li>Assist in the targeting and closing of new deal opportunities.</li> <li>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.</li> <li>Drive day to day activities for presentation development. Suggest methods for positioning William Blair’s advantages versus competitors.</li> <li>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.</li> <li>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.</li> <li>Leverage expertise of products, industries, and finance/accounting topics to develop key themes for positioning of research/analytic deliverables.</li> <li>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.</li> <li>Review all analyst and associate work for consistency, correctness and formatting, taking responsibility for client materials and reports.</li> <li>Offer creative and insightful resolution to issues or problems arising in execution and origination.</li> <li>Provide thought leadership to streamline processes and improve efficiency and effectiveness. Provide ongoing guidance and spot corrections to improve team efficiency.</li> <li>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.</li> <li>Actively participate in recruiting and training activities.</li> <li>Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.</li> <li>Additional responsibilities as requested.</li> </ul> <p><br>Qualifications:</p> <ul> <li>Bachelor’s Degree required</li> <li>MBA strongly preferred</li> <li>Prior investment banking experience required; 3+ years at Associate level strongly preferred</li> <li>Detail oriented with deep analytical abilities</li> <li>Superior mathematical, writing, verbal and computer skills</li> <li>Ability to adapt to new tasks with little notice</li> <li>Ability to manage expectations of senior bankers while working on multiple projects simultaneously</li> <li>Effective leadership and coaching skills</li> <li>Ability to lead transaction processes and pitch new business with moderate senior banker oversite</li> <li>Strong desire to win</li> <li>Sound judgement</li> <li>Remains calm and focused under pressure</li> <li>Expertise in accounting and finance</li> <