Investment Banking Senior Associate, Technology

Overview

In this role you help originate and close new deals, contribute to selling and pitching William Blair’s services, and lead day-to-day activities in presentation development. You perform deep financial analyses for complex transactions and guide junior staff through structuring deals. You build senior-client relationships and ensure high-quality client materials, while driving efficiency and process improvements. This position offers impact across advisory engagements in a global independent partnership setting.

Responsibilities

• Assist in targeting and closing new deal opportunities
• Participate in selling/pitching to clients and prospects leveraging macro trends and client strategy
• Drive day-to-day activities for presentation development
• Develop financial/valuation analyses for debt and equity in complex deals
• Review analyst/associate work for consistency and quality of client materials
• Provide leadership, coaching, and on-the-job training to junior team members
• Lead and participate in due diligence and analysis to support deal execution
• Suggest methods to position William Blair’s advantages versus competitors
• Ensure compliance with applicable rules, regulations, and firm policies
• Assist in recruiting and training activities
• Provide thought leadership to streamline processes and improve efficiency
• Manage multiple projects and client expectations under pressure

Key requirements

• Bachelor
• MBA strongly preferred
• 3+ years of investment banking experience at Associate level preferred
• Must complete Level 3 FCA exams within 90 days (UK/EU) and SIE, Series 79 within 150 days (UK/EU)
• Detail-oriented with strong analytical abilities
• Superior mathematical, writing, verbal and computer skills
• Ability to adapt to new tasks with little notice
• Ability to manage expectations of senior bankers while handling multiple projects
• Effective leadership and coaching skills
• Ability to lead transaction processes and pitch new business with moderate senior banker oversight
• Strong desire to win; sound judgement; remains calm under pressure
• Expertise in accounting and finance; creative analytical approaches
• Travel 20-40%

• leadership and coaching
• communication
• ability to manage multiple projects
• financial valuation
• financial modeling
• presentation development

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