William Blair · 12 hours ago
2027 Investment Banking Summer Analyst, Financial Sponsors Group
New York, NY
Full-time
Onsite
New Grad
$110K/yr - $110K/yrWilliam Blair is a Premier Global Partnership seeking summer analysts for their Financial Sponsors Group. The role involves supporting senior bankers in managing relationships with private equity firms, providing marketing and execution support throughout the client life cycle, and gaining practical knowledge in investment banking.
BankingFinanceWealth Management
No H1B
Responsibilities
Develop an understanding of macro factors related to the private equity industry and relevant investment banking services
Research, manage and disseminate information on private equity market trends and insight
Create marketing and pitch materials, including annual relationship reviews, quarterly updates, deal flow discussions and sector-focused discussions
Perform value-added analyses for focus funds - buyer behavior and bid analyses, comps, market and deal flow insights, balance of trade and cohort mapping
Research companies and industries in targeting specific clients/industries and generate platform and add-on investment ideas
Support pitches and active client engagements through financial (LBO) modeling, development of marketing materials and financial buyer coordination
Manage financial buyer vetting process, including consolidating feedback from clients and William Blair bankers
Formalize financial buyer presentation structure and develop talking points that can be leveraged by all of the FSG
Proofread materials to ensure the accuracy of content and consistency with the William Blair brand standard
Ensure all activities are following applicable rules, regulations, policies, and procedures
Additional responsibilities as requested
Qualification
Required
Pursuing undergraduate bachelor's degree with anticipated graduation between December 2027 - June 2028
Cumulative GPA of 3.5 or above preferred (but open to all applicants)
Undergraduate major: all majors considered
Intellectual curiosity and a passion for investment banking and financial sponsors
Knowledge of Investment Banking concepts, services, and applicable regulations
Project management and prioritization skills
Strong analytical and quantitative skills
Exceptional verbal and written communication skills
Ability to work on multiple projects simultaneously
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 New York City
Company
William Blair
William Blair is a global investment banking and asset management firm.
Founded in 1935
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Brent Gledhill
President & CEO
Brian Friedman
Managing Director
Recent News
2026-01-03
MarketScreener
2025-12-15
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