Time Analyst

About the Role

William Blair's Life Sciences investment banking team provides strategic advice to innovative companies in the BioTech and MedTech sectors. This role is specifically on the MedTech team, working with innovative medical technology companies to transform their growth trajectory through capital access and M&A partnerships.

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 extensive research and financial modeling, apply valuation methods, and complete due diligence activities.
• Work closely with client staff to advance projects, gather information, describe financial modeling outcomes, and present analysis results.
• Provide training and mentorship to less experienced staff.
• Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions, and capital raising transactions.
• Build financial models to value potential and actual clients and/or industries, executing core valuation methods such as comparable companies, precedents, and discounted cash flow.
• Perform due diligence, research, analysis, and documentation of potential and live transactions, identifying potential deal issues and escalating concerns.
• 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, drafting marketing materials.
• Participate in client meetings and drafting sessions.
• Research industries or sectors to target specific clients or industries, evaluating and improving content, and leveraging learnings across deals.
• Seek opportunities to streamline processes and propose solutions for efficient task completion.
• Support client relationship development by understanding client needs and challenges, providing professional and responsive service, and anticipating information needs.
• Develop an understanding of macro factors related to the client industry, investment banking products, and potential implications.
• Mentor summer interns and teach subsequent classes of analysts, imparting best practices.
• Ensure all activities comply with applicable rules, regulations, policies, and procedures.
• Undertake 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.
• Demonstrated interest in life sciences and understanding of scientific concepts.
• 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%.

Qualifications

Graduation Dates: December 2026 - June 2027

Prior Experience: Financial Services Internship Preferred

Exams: SIE, Series 79, Series 63