William Blair · 1 month ago
2027 Investment Banking Summer Analyst, Private Capital Markets
William Blair is a premier global partnership providing trusted advice across various markets for nearly a century. The Investment Banking Summer Analyst role in the Private Capital Markets Group involves working on financial analyses, client interactions, and supporting capital raising efforts for diverse clients throughout the summer program.
BankingFinanceWealth Management
Responsibilities
Work alongside analysts, associates, and senior bankers on the PCM origination team and across sector coverage groups over the course of the 9-week program
Take on all functions of a full-time analyst
Receive direct client exposure in a culture of collaboration and accountability
Analyze financial and operational data to assess historical and projected performance for companies and prospects
Build detailed, fully integrated three-statement financial models to analyze cash flow, alternative types of capital, and different capital structure scenarios
Build returns analyses to evaluate investor proposals, financing terms, and investor target returns
Work alongside sector colleagues to draft marketing materials, management presentations, and other supplemental analyses and presentations for investors and clients
Assess information required to perform all pertinent analyses and compile and track information requests
Participate in investor meetings, support investor due diligence, and track investor activity
Support client relationship development by forming a detailed understanding of client needs and challenges, providing professional / responsive service, and anticipating client needs
Qualification
Required
Pursuing undergraduate bachelor's degree with anticipated graduation between December 2027 - June 2028
Undergraduate major: all majors considered
General understanding of accounting and finance
Strong analytical and quantitative skills
Exceptional verbal and written communication skills
Strong computer skills, specifically Microsoft Excel, Word, and PowerPoint
You are adaptable in an ever-changing environment and can manage through change with a high degree of emotional maturity
You are highly motivated, detail oriented, and thrive in a collaborative environment
Willingness to be located in Chicago
Preferred
Cumulative GPA of 3.5 or above preferred (but open to all applicants)
Company
William Blair
William Blair is a global investment banking and asset management firm.
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)
Funding
Current Stage
Late StageRecent News
2026-01-16
2026-01-03
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