William Blair · 2 weeks ago
Investment Banking Analyst - Fund Placement
New York, NY
Full-time
Onsite
New Grad, Entry Level
$110K/yr - $110K/yrWilliam Blair is a Premier Global Partnership that provides advisory services in investment banking and fund placement. The Fund Placement team is seeking an Analyst to support capital raising processes, perform due diligence, and assist in client communications and project management.
BankingFinanceWealth Management
Responsibilities
Take ownership of deal admin related tasks, such as maintaining deal trackers, scheduling investor calls, and updating Salesforce
Provide advice to clients on fundraising strategy, structuring, timing, investors, and legal terms
Assist in the development, production and delivery of proposals and presentations to clients and prospects
Actively participate in client meetings and internal discussions
Anticipate potential deal issues and pass concerns through to team members in real time
Evaluate prospective fundraising clients
Partner with global coverage teams
Demonstrate curiosity and understanding of the various private market strategies
Demonstrate an understanding of broader fundraising markets and potential implications to each client process
Manage client data rooms
Identify improvements to processes and propose solutions to complete tasks more efficiently
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
Required
Bachelor's Degree required
Prior investment banking or fundraising (placement agent or investor relations) experience required; previous experience as an Analyst, or equivalent, strongly preferred
Proven track record in university studies required
SIE Exam, Series 63, and Series 7 must be acquired within 150 days of employment
Excellent mathematical, writing, verbal and computer skills
Detail oriented with strong analytical abilities
Critical thinking with problem-solving skills
Ability to adapt to new tasks with little notice
Ability to manage expectations of senior bankers while working on multiple projects simultaneously
Effective leadership and coaching skills
Strong desire to win
Sound judgement
Deep, sophisticated understanding of accounting and finance
Commitment to satisfying internal and external customers
Preferred
Internship or prior work experience in financial services industry 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)
Other voluntary benefits
Company
William Blair
William Blair is a global investment banking and asset management firm.
Founded in 1935
1001-5000 employees
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 StageLeadership Team
Brent Gledhill
President & CEO
Brian Friedman
Managing Director
Recent News
2026-01-16
2026-01-03
Company data provided by crunchbase