2027 Investment Banking Full-Time Analyst

William Blair

New York, NYFresher1d agovia LinkedIn

About the Role

William Blair’s investment banking group enables corporations, financial sponsors, and owner/entrepreneurs around the world to achieve their growth, liquidity, and financing objectives. Our global footprint provides opportunities to deliver highly strategic advice to market-leading companies around the world. We provide the industry’s brightest minds with the opportunity to thrive in an energetic, entrepreneurial environment and team-oriented culture.

Following the 2026 acquisition of Inner Circle Sports, William Blair’s sports, media & entertainment team provides tailored financial strategies to team owners, leagues, investors, and sports organizations around the world. Our services span the full lifecycle of sports investment—from buy-side and sell-side M&A to private equity fundraising, minority ownership transactions, and independent franchise valuations.

Key Responsibilities

  • Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects.
  • Perform research and financial modeling, apply core valuation methods, and complete due diligence activities at the direction of the Investment Banking team lead.
  • Work closely with client staff to advance projects, gathering necessary information, describing financial modeling methodology, and presenting results directly related to scope of analysis.
  • Provide training and mentorship to summer interns and less experienced Analysts.
  • 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.
  • 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.
  • 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.
  • 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.

Requirements & Tech Stack

  • Bachelor’s Degree required with an anticipated graduation date between December 2026 and June 2027.
  • 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%.
  • William Blair is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.

Qualifications

  • Bachelor’s Degree with anticipated graduation date between December 2026 and June 2027.
  • Internship or prior work experience in financial services industry preferred.
  • Proven track record in university studies.
  • 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 approximately 5% required.

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