Investment Banking Associate - Tech Enabled Services
Core
Execute in-depth analyses, financial modeling, and due diligence to support new business development, transaction execution, and delivery of investment banking products and services to clients.
Role type
Investment Banking Associate
Builds
Mergers, acquisitions, and capital raising transactions
Domain
Financial Services / Investment Banking
Required skills
Financial modeling, Valuation methods, Due diligence, Financial analysis, Accounting knowledge, Industry research, Presentation development, Client relationship management
Preferred skills
MBA, Financial services industry experience, SIE Exam, Series 79, Series 63 (via careerplan.io/jobs/5005161007-investment-banking-associate-tech-enabled-services-at-williamblair)
Technologies
Financial modeling tools, Presentation software
Responsibilities
Perform extensive financial/valuation analyses for debt and equity; Build advanced financial models to value clients and industries; Lead due diligence, research, and documentation; Actively participate in presentation development and hypothesis testing; Develop and deliver proposals and presentations to clients; Actively participate in client meetings and drafting sessions; Mentor and train less experienced staff (Analysts and interns); Ensure compliance with applicable rules and regulations.
Seniority
Associate, hands-on IC with mentorship responsibilities
