Investment Banking Vice President 1, Services & Industrials

Overview

In this role you support the origination and closing of new deals within William Blair’s investment banking practice. You will assist in selling and pitching services, drive presentation development, and perform complex financial analyses to shape high‑impact transactions. You lead and mentor junior staff, review work for consistency, and maintain senior‑level client relationships. The role blends analytical rigor with client execution to advance firm objectives and client outcomes.

Responsibilities

• Assist in targeting and closing new deal opportunities
• Participate in selling and pitching William Blair’s services to clients and prospects
• Lead day-to-day activities for presentation development
• Conduct extensive financial/valuation analyses for complex deals
• Provide direction on financial analyses and act as a sounding board for deal structure
• Build and maintain relationships with client senior executives
• Review analyst/associate work for consistency, formatting, and quality
• Lead on-the-job training and mentorship for junior staff
• Ensure compliance with applicable rules, policies, and procedures
• Contribute to process improvement and efficiency in execution and origination

Key requirements

• Bachelor’s Degree required
• MBA strongly preferred
• Prior investment banking experience required; 3+ years at Associate level strongly preferred
• Level 3 FCA and SIE/Series 79 exams within specified timelines (UK/EU)
• Detail oriented with strong analytical abilities
• Superior math, writing, verbal and computer skills
• Ability to manage multiple projects and expectations of senior bankers
• Effective leadership and coaching skills
• Ability to lead transaction processes with oversight
• Strong desire to win and sound judgement
• Ability to stay calm under pressure
• Expertise in accounting and finance
• Travel 20–40%

• leadership
• coaching
• communication
• financial valuation
• debt and equity valuation
• due diligence processes

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