William Blair
Investment Banking Associate - Private Capital Markets
William Blair, Chicago, Illinois, United States, 60290
Investment Banking Associate - Private Capital Markets
Join William Blair as an Investment Banking Associate in our Private Capital Markets (PCM) group, a team of capital raising experts dedicated to advising and delivering bespoke, non‑control capital solutions to clients. The PCM group provides advisory services to sponsor‑ and founder‑backed companies across a wide range of industries and all stages of the business lifecycle—early‑growth, middle‑market, and scaled mature companies.
Overview As an Associate, you will execute in‑depth analyses to support new business development, transaction execution, and the delivery of investment banking products and services. Responsibilities include extensive financial modeling, capital structure analysis, research, due diligence, client interaction, training, and mentorship.
Responsibilities
Perform extensive financial analysis including capital structure analysis, cash flow modeling, and sensitivity analysis to support junior capital/structured equity, minority equity, or growth equity capital raises.
Build advanced three‑statement financial models to assess financial performance, cash flow, and to sensitize different capital structures/solutions to achieve client objectives.
Demonstrate strong understanding of private capital markets, including market trends, key structures, and key investors/players.
Lead due diligence, research, analysis, and documentation of potential and live transactions; anticipate deal issues and communicate concerns to team members.
Research current and prospective client companies, comparable companies and transactions, and industries; monitor and research capital markets, trends, and investors; update private capital markets databases.
Develop, produce, and deliver proposals and presentations to clients and prospects, highlighting the competitive advantage of William Blair.
Identify process improvements and propose solutions to complete tasks more efficiently.
Create relationships with clients and facilitate effective dialogue with finance and accounting staff to streamline processes.
Act as an “on‑the‑job” trainer for analysts, providing constructive feedback and ensuring senior team members recognize valuable contributions.
Ensure all activities comply with applicable rules, regulations, policies, and procedures.
Additional responsibilities as requested.
Qualifications
Bachelor’s Degree required.
Prior investment banking experience required; capital markets or investing/lending experience is a plus.
Advanced financial modeling skills required—build detailed, fully‑integrated models to construct projections, test transaction feasibility, analyze capital structure effects, cash‑flow impacts, debt service, covenants, and tax/GAP differences.
Experience analyzing financial statements and related data to assess historical and projected performance.
Required SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment.
Detail oriented with strong analytical abilities.
Effective leadership and coaching skills.
Committed to satisfying internal and external customers.
Ability to manage expectations of senior bankers, deal‑team members, and clients while working on multiple projects simultaneously.
Excellent mathematical, writing, verbal, and computer skills.
Salary Range $200,000—$200,000 USD
Benefits
Medical, dental, and vision coverage
Employer‑paid short‑ and long‑term disability and life insurance
401(k) with company match
Profit sharing
Paid time off
Maven family & fertility benefit
Parental leave (including adoption, surrogacy, and foster placement)
Optional voluntary benefits
Equity‑Based Compensation The role is eligible for either a discretionary annual bonus (based on company, business unit, and individual performance) and/or commission‑based incentives.
EEO Statement William Blair is an equal‑opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service, or on the basis of a physical or mental disability that is unrelated to the employee’s ability to perform the duties of the job applied for. EOE m/f/d/v.
Important Notice Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
Contact Contact us should you have any questions or concerns.
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Overview As an Associate, you will execute in‑depth analyses to support new business development, transaction execution, and the delivery of investment banking products and services. Responsibilities include extensive financial modeling, capital structure analysis, research, due diligence, client interaction, training, and mentorship.
Responsibilities
Perform extensive financial analysis including capital structure analysis, cash flow modeling, and sensitivity analysis to support junior capital/structured equity, minority equity, or growth equity capital raises.
Build advanced three‑statement financial models to assess financial performance, cash flow, and to sensitize different capital structures/solutions to achieve client objectives.
Demonstrate strong understanding of private capital markets, including market trends, key structures, and key investors/players.
Lead due diligence, research, analysis, and documentation of potential and live transactions; anticipate deal issues and communicate concerns to team members.
Research current and prospective client companies, comparable companies and transactions, and industries; monitor and research capital markets, trends, and investors; update private capital markets databases.
Develop, produce, and deliver proposals and presentations to clients and prospects, highlighting the competitive advantage of William Blair.
Identify process improvements and propose solutions to complete tasks more efficiently.
Create relationships with clients and facilitate effective dialogue with finance and accounting staff to streamline processes.
Act as an “on‑the‑job” trainer for analysts, providing constructive feedback and ensuring senior team members recognize valuable contributions.
Ensure all activities comply with applicable rules, regulations, policies, and procedures.
Additional responsibilities as requested.
Qualifications
Bachelor’s Degree required.
Prior investment banking experience required; capital markets or investing/lending experience is a plus.
Advanced financial modeling skills required—build detailed, fully‑integrated models to construct projections, test transaction feasibility, analyze capital structure effects, cash‑flow impacts, debt service, covenants, and tax/GAP differences.
Experience analyzing financial statements and related data to assess historical and projected performance.
Required SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment.
Detail oriented with strong analytical abilities.
Effective leadership and coaching skills.
Committed to satisfying internal and external customers.
Ability to manage expectations of senior bankers, deal‑team members, and clients while working on multiple projects simultaneously.
Excellent mathematical, writing, verbal, and computer skills.
Salary Range $200,000—$200,000 USD
Benefits
Medical, dental, and vision coverage
Employer‑paid short‑ and long‑term disability and life insurance
401(k) with company match
Profit sharing
Paid time off
Maven family & fertility benefit
Parental leave (including adoption, surrogacy, and foster placement)
Optional voluntary benefits
Equity‑Based Compensation The role is eligible for either a discretionary annual bonus (based on company, business unit, and individual performance) and/or commission‑based incentives.
EEO Statement William Blair is an equal‑opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service, or on the basis of a physical or mental disability that is unrelated to the employee’s ability to perform the duties of the job applied for. EOE m/f/d/v.
Important Notice Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
Contact Contact us should you have any questions or concerns.
#J-18808-Ljbffr