2027 Investment Banking Summer Analyst, Secondary Advisory jobs in United States
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William Blair · 1 day ago

2027 Investment Banking Summer Analyst, Secondary Advisory

William Blair is a premier global partnership specializing in investment banking and financial advisory services. The Investment Banking Summer Analyst role in the Secondary Advisory team involves deal origination, due diligence, financial modeling, and client interaction within a collaborative environment.

BankingFinanceWealth Management
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Growth Opportunities
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Responsibilities

Unique opportunity to work alongside current analysts, associates, and senior bankers over the course of a 9-week program
Take on all functions of a full-time analyst
Opportunity to harness your potential
Direct client exposure
Work alongside and support senior bankers in research and creation of pitch materials
Build financial model to value potential clients
Researching industries or sectors in targeting certain clients or industries
Play integral role in various deals
Be a part of an energetic, entrepreneurial environment
Experience a team-oriented culture focused on client service excellence
Be a part of a firm that is 100% owned by active partners
Join a team that is focused on developing highly talented people who want to build a long-term career and have an immediate impact

Qualification

Investment Banking knowledgeFinancial modelingAnalytical skillsMicrosoft ExcelProject managementVerbal communicationWritten communicationDetail-orientedAdaptabilityTeam collaboration

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

Preferred

Cumulative GPA of 3.5 or above preferred (but open to all applicants)

Company

William Blair

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

Funding

Current Stage
Late Stage

Leadership Team

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Brent Gledhill
President & CEO
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Brian Friedman
Managing Director
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