Investment Banking Analyst - Healthcare jobs in United States
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William Blair · 1 month ago

Investment Banking Analyst - Healthcare

William Blair is a Premier Global Partnership that has delivered trusted advice for nine decades. The Investment Banking Analyst - Healthcare will execute in-depth analyses to support new business development and transaction execution while providing mentorship to interns and less experienced analysts.

BankingFinanceWealth Management
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Form varied approaches to analyses once fundamental base of approach is set
Build financial models to value potential and actual clients and/or industries. Execute core valuation methods, such as comparable companies, precedents and discounted cash flow. Effectively synthesize information to convey complex financial modeling outcomes
Perform due diligence, research, analysis and documentation of potential and live transactions. Identify potential deal issues and properly escalate concerns to team members
Draft management presentations to highlight financial analysis and research results
Assist in the development, production and delivery of proposals and presentations to clients and prospects. Draft marketing materials, emphasizing the advantages of William Blair and its investment banking methods/approach
Participate in client meetings and drafting sessions
Research industries or sectors, as identified by senior bankers, to target certain clients or industries. Evaluate and improve BIC content. Leverage learnings across deals
Seek opportunities to streamline processes and propose solutions to complete tasks more efficiently
Support client relationship development by developing a detailed understanding of client needs and challenges, providing professional and responsive service and anticipating client information needs
Develop an understanding of macro factors related to client industry, investment banking products and potential implications
Mentor summer interns and invest in teaching subsequent classes of analysts, imparting best practices
Ensure all activities are in compliance with applicable rules, regulations, policies and procedures
Additional responsibilities as requested

Qualification

Investment banking experienceFinancial modelingValuation methodsSIE ExamSeries 79Series 63Analytical abilitiesMathematical skillsVerbal skillsComputer skillsCustomer satisfactionJudgmentDetail orientedWriting skillsAdaptabilityProject management

Required

Bachelor's Degree required
Prior investment banking experience required
Proven track record in university studies required
SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment
Detail oriented with strong analytical abilities
Excellent mathematical, writing, verbal and computer skills
Ability to adapt to new tasks with little notice
Ability to work on multiple projects simultaneously
Strong desire to win
Developing increasingly sound judgement
Thorough understanding of accounting and finance
Commitment to satisfying internal and external customer
Travel required: approximately 5%

Preferred

Previous experience as an Analyst, or equivalent, strongly preferred

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

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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 Stage

Leadership Team

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Brent Gledhill
President & CEO
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Brian Friedman
Managing Director
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Company data provided by crunchbase