2027 Investment Banking Full-Time Analyst
William Blair
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.