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William Blair · 5 months ago

Investment Banking Vice President - Financial Services, Insurance

Chicago, Illinois, United States

Full-time

Onsite

Mid Level

$275K/yr - $275K/yr

3+ years exp

William Blair is a Premier Global Partnership committed to delivering trusted advice and solutions for clients across various regions and markets. The Investment Banking Vice President will assist in targeting and closing new deals, provide direction on financial analyses, and build relationships with client senior executives while leading and training junior team members.

BankingFinanceWealth Management

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Assist in the targeting and closing of new deal opportunities

Participate in selling/pitching William Blair’s services/products to clients and prospects, leveraging understanding of macro trends and strategic direction of clients to win business

Drive day to day activities for presentation development. Suggest methods for positioning William Blair’s advantages versus competitors

Build and maintain relationships with client senior executives. Consistently exceed client expectations. Assume role of day-to-day client contact for questions, comments, inputs and deal related matters

Provide direction on financial/valuation analyses approach for valuing debt and equity. Serve as a sounding board for unique and creative approaches for analyses. Execute extensive financial/ valuation analyses for complex and high impact deals

Leverage expertise of products, industries, and finance/accounting topics to develop key themes for positioning of research/analytic deliverables

Suggest innovative approaches for due diligence, research and analysis efforts. Anticipate and address needs of senior team members and proactively identify probable deal issues, providing thoughts and perspective on resolution

Review all analyst and associate work for consistency, correctness and formatting, taking responsibility for client materials and reports

Offer creative and insightful resolution to issues or problems arising in execution and origination

Provide thought leadership to streamline processes and improve efficiency and effectiveness. Provide ongoing guidance and spot corrections to improve team efficiency

Act as lead “on the job” trainer for associates and analysts, providing constructive feedback. Articulate the roles and objectives for junior team members. Share relevant deal/client context with the junior team. Provide motivation and guidance for the team

Actively participate in recruiting and training activities

Ensure all activities are in compliance with applicable rules, regulations, policies and procedures

Additional responsibilities as requested

Qualification

Investment banking experienceFinancial/valuation analysisAccounting expertiseSIE ExamSeries 79Series 63Analytical abilitiesCoaching skillsSound judgementDetail orientedLeadership skillsCreativityAdaptCalm under pressureEffective communication

Required

Bachelor's Degree required

MBA strongly preferred

Prior investment banking experience required with a focus on the insurance sector; 3+ years at Associate level strongly preferred

SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment (for US only)

Detail oriented with deep analytical abilities

Superior mathematical, writing, verbal and computer skills

Ability to adapt to new tasks with little notice

Ability to manage expectations of senior bankers while working on multiple projects simultaneously

Effective leadership and coaching skills

Ability to lead transaction processes and pitch new business with moderate senior banker oversight

Strong desire to win

Sound judgement

Remains calm and focused under pressure

Expertise in accounting and finance

Exhibits creativity and originality in approach to analysis and work product

Travel required: 20 to 40%

Benefits

Medical, dental and vision coverage

Employer paid short & long-term disability and life insurance

401(k)

Profit sharing

Paid time off

Maven family & fertility benefit

Parental leave (including adoption, surrogacy, and foster placement)

Other voluntary benefits

Company

William Blair

Glassdoor4.2

William Blair is a global investment banking and asset management firm.

Founded in 1935

Chicago, Illinois, USA

1001-5000 employees

http://www.williamblair.com

H1B Sponsorship

William Blair has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (10)

2024 (17)

2023 (20)

2022 (20)

2021 (29)

2020 (20)