William Blair
Investment Banking Analyst - Family Office
William Blair, Chicago, Illinois, United States, 60290
Investment Banking Analyst - Family Office
Job Description
The Investment Banking Family Office Analyst will support new business development, transaction execution, and the delivery of investment banking products and services, with a focus on the firm’s relationships with large family offices that acquire or make significant investments in private companies. Work closely with the senior investment banker who leads this practice area and participate in meetings (in-person and virtual) with the covered family offices. Collaborate with all of the firm’s investment bankers in connecting their private company clients with family offices as providers of long-term, relationship-oriented capital. Conduct company and industry research, prepare analytical materials and maintain standing reports. Contribute to the creation of client-facing materials, including new business pitches.
About Financial Sponsors Group Our Financial Sponsors Group is focused on developing and institutionalizing relationships with leading private equity firms and family offices around the world. Many of these relationships have been developed over multiple decades providing us with senior-level access and credibility with the key decision-makers at each firm. With 50 to 100 completed transactions annually with PE firms and family offices, we have proprietary insights into each financial sponsor's unique investment criteria, approach, and behavior. Our team's highly relevant experience with the private equity and family office communities uniquely positions William Blair to deliver exceptional results for our M&A sell-side clients and serve as close, trusted advisors to our sponsor clients.
Responsibilities
Support the firm’s coverage of family offices by developing an understanding of each firm’s mandates, portfolio strategies, and long-term capital objectives.
Conduct research and portfolio mapping across the family office universe.
Prepare client-facing materials to support family office engagement and coverage initiatives.
Support the planning and execution of William Blair’s annual Family Office Convening, including company sourcing, investor outreach, cross‑functional coordination, and on‑site execution.
Collaborate with sector, product, and founder/family‑owned business teams to support coverage efforts and origination initiatives.
Assist with analytical work related to mergers, acquisitions, and capital‑raising transactions, including the preparation of valuation and presentation materials.
Conduct research, due diligence, and documentation for potential and active transactions, identifying key considerations and escalating issues as appropriate.
Draft management presentations, proposals, and marketing materials for clients and prospects.
Participate in client meetings, internal working sessions, and drafting reviews in support of coverage and transaction execution.
Seek opportunities to improve processes and workflows to enhance efficiency and consistency.
Develop an understanding of macroeconomic and industry trends and their implications for clients and investors.
Mentor summer interns and support junior analysts by sharing best practices and providing day‑to‑day guidance.
Ensure compliance with applicable rules, regulations, policies, and procedures.
Perform additional responsibilities as requested.
Qualifications
Bachelor’s Degree required
Internship or prior work experience in financial services industry preferred
Proven track record in university studies required
SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment
Detail orientation 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
Sound judgement
Thorough understanding of accounting and finance
Commitment to satisfying internal and external customers
Travel required: approximately 5%
Base salary for this role is $115,000.
First‑year Analyst candidates are also encouraged to apply (base salary $110,000).
Salary Range
$115,000 — $115,000 USD
About Our Firm William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, Asia, and Australia. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem‑solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com.
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
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About Financial Sponsors Group Our Financial Sponsors Group is focused on developing and institutionalizing relationships with leading private equity firms and family offices around the world. Many of these relationships have been developed over multiple decades providing us with senior-level access and credibility with the key decision-makers at each firm. With 50 to 100 completed transactions annually with PE firms and family offices, we have proprietary insights into each financial sponsor's unique investment criteria, approach, and behavior. Our team's highly relevant experience with the private equity and family office communities uniquely positions William Blair to deliver exceptional results for our M&A sell-side clients and serve as close, trusted advisors to our sponsor clients.
Responsibilities
Support the firm’s coverage of family offices by developing an understanding of each firm’s mandates, portfolio strategies, and long-term capital objectives.
Conduct research and portfolio mapping across the family office universe.
Prepare client-facing materials to support family office engagement and coverage initiatives.
Support the planning and execution of William Blair’s annual Family Office Convening, including company sourcing, investor outreach, cross‑functional coordination, and on‑site execution.
Collaborate with sector, product, and founder/family‑owned business teams to support coverage efforts and origination initiatives.
Assist with analytical work related to mergers, acquisitions, and capital‑raising transactions, including the preparation of valuation and presentation materials.
Conduct research, due diligence, and documentation for potential and active transactions, identifying key considerations and escalating issues as appropriate.
Draft management presentations, proposals, and marketing materials for clients and prospects.
Participate in client meetings, internal working sessions, and drafting reviews in support of coverage and transaction execution.
Seek opportunities to improve processes and workflows to enhance efficiency and consistency.
Develop an understanding of macroeconomic and industry trends and their implications for clients and investors.
Mentor summer interns and support junior analysts by sharing best practices and providing day‑to‑day guidance.
Ensure compliance with applicable rules, regulations, policies, and procedures.
Perform additional responsibilities as requested.
Qualifications
Bachelor’s Degree required
Internship or prior work experience in financial services industry preferred
Proven track record in university studies required
SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment
Detail orientation 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
Sound judgement
Thorough understanding of accounting and finance
Commitment to satisfying internal and external customers
Travel required: approximately 5%
Base salary for this role is $115,000.
First‑year Analyst candidates are also encouraged to apply (base salary $110,000).
Salary Range
$115,000 — $115,000 USD
About Our Firm William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, Asia, and Australia. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem‑solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com.
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
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