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William Blair · 2 days ago

Investment Banking Associate - Private Capital Markets

Chicago, IL

Full-time

Onsite

Mid Level

$200K/yr - $200K/yr

William Blair is a Premier Global Partnership specializing in private capital markets. The Associate in Private Capital Markets will execute in-depth analyses to support business development and transaction execution, performing extensive financial modeling, capital structure analysis, and due diligence activities.

BankingFinanceWealth Management

Growth Opportunities

H1B Sponsor Likely

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. Utilize creative approaches to illustrate key concepts / messages to internal teams, prospects, and clients

Build advanced three statement financial models to assess financial performance, cash flow and sensitize different capital structures / solutions to achieve the client’s objectives. Leverage broad understanding of different business models, finance / accounting topics and sources of capital

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 potential deal issues and pass concerns through to team members in real time

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, which exhibit broad knowledge of IB product solutions and underlying components. Engage, with analysts, in the development of pitch materials that highlight the competitive advantage of William Blair

Identify improvements to processes and propose solutions to complete tasks more efficiently

Create relationships with clients and foster effective dialogue with finance and accounting staffs to facilitate efficient processes. Anticipate needs and challenges and provide seamless solutions

Act as 'on the job' trainer for analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members

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

Additional responsibilities as requested

Qualification

Financial modelingInvestment banking experienceCapital structure analysisFinancial statement analysisPrivate capital markets knowledgeSIE ExamSeries 79Series 63Analytical abilitiesCoaching skillsCustomer satisfaction focusMathematical skillsVerbal skillsComputer skillsDetail orientedLeadership skillsTime managementWriting skills

Required

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 financial models to construct financial projections and test their feasibility, analyze the impact of proposed transactions on capital structures, cash flows, debt service requirements, compliance with and financial covenants, and differences in GAAP and tax treatments, etc

Experience analyzing financial statements and related data to assess historical and projected financial performance for client companies and prospects

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, other deal team members, and clients while working on multiple projects simultaneously

Excellent mathematical, writing, verbal and computer skills

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)

As well as 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)