Investment Banking Full-Time Analyst 2026 - Equity Capital Markets
- Chicago, IL New York City, NY
- Training
- Full-time
- Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Form varied approaches to analyses once fundamental base of approach is set.
- Work alongside managing directors, directors, and vice presidents in ECM Origination and across sector coverage groups
- Originate and execute equity and equity-linked offerings across William Blair's client coverage universe
- Build financial models to value potential and actual clients and/or industries. Execute core valuation methods, such as comparable companies, precedents and discounted cash flow. Effectively synthesize information to convey complex financial modeling outcomes.
- Support ECM Origination and sector coverage groups in preparing commitment committee, filing, and selling memorandums, and investor targeting materials.
- Perform due diligence, research, analysis and documentation of potential and live transactions. Identify potential deal issues and properly escalate concerns to team members.
- Draft management presentations to highlight financial analysis and research results.
- Work alongside Equity Syndicate, 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 perspective and recommendation on the capital markets and highlighting William Blair's equity and distribution platform.
- Assist in the development, production and delivery of proposals and presentations to clients and prospects. Draft marketing materials, emphasizing the advantages of William Blair and its investment banking methods/approach.
- Participate in client meetings and drafting sessions.
- Research industries or sectors, as identified by senior bankers, to target certain clients or industries. Evaluate and improve BIC content. Leverage learnings across deals.
- Seek opportunities to streamline processes and propose solutions to complete tasks more efficiently.
- Support client relationship development by developing a detailed understanding of client needs and challenges, providing professional and responsive service and anticipating client information needs.
- Develop an understanding of macro factors related to client industry, investment banking products and potential implications.
- Mentor summer interns and invest in teaching subsequent classes of analysts, imparting best practices.
- Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.
- Additional responsibilities as requested.
- Bachelor's Degree required with an anticipated graduation date between December 2025 and June 2026
- Internship or prior work experience in financial services industry preferred
- Proven track record in university studies required
- SIE Exam, prior to beginning employment, and Series 79 and Series 63 within 90 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%