Careers

Investment Banking Analyst (Experienced) - Leveraged Finance

Areas of Interest:

Investment Banking

Location:

Chicago, Illinois, New York, New York

Date Posted:

Feb-05-2018

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Company Description:

William Blair is a global investment banking and asset management firm. We are committed to building enduring relationships with our clients and providing expertise and solutions to meet their evolving needs. An independent and employee-owned firm, William Blair is based in Chicago and, together with its strategic partners, operates worldwide. 

About the Team:

Our global footprint provides opportunities to deliver highly strategic advice to market-leading companies around the world. Guided by our unwavering commitment to our clients’ success and motivated by our vision to build the premier global boutique investment bank, we provide the industry’s brightest minds with the opportunity to thrive in an energetic, entrepreneurial environment and team-oriented culture.  Our mission is to provide bold, creative advice to clients and leadership in our markets and our communities.

About Leveraged Finance 
William Blair’s Leveraged Finance Group arranges all manner of leveraged financing structures including 1st and 2nd lien debt, mezzanine financing, unitranche loans and high yield bonds and is focused on middle-market.  The private equity community is a prime constituent for the Leverage Finance Group.  

The Leveraged Finance Group works closely with each of Blair’s industry sector teams as well as our Financial Sponsor Coverage Group in serving the financing needs of the firm’s investment banking clients. The position will be based in the firm's Chicago headquarters or our New York office.

Job Summary & Responsibilities:

William Blair is seeking an experienced Investment Banking Analyst (1st or 2nd year Analyst level commensurate with experience) to join the Leveraged Finance Group.  Our focus on the middle-market and the extensive range of leveraged financings we arrange afford Analysts the unique opportunity to develop a comprehensive understanding of and expertise in all manner of leveraged financing structures.  
  • Financial Analysis - Perform financial analysis, financial modeling, transaction structuring, and capital structure analysis for various issuers of corporate debt and private equity 
  • Conducting Due Diligence. Assess information required to perform all pertinent analyses and to compose transaction-related documents; compile information request lists and track the information gathered; assist investors in their due diligence process
  • Conduct Research. Research current and prospective client companies, comparable companies and transactions, and industries; monitor and research capital markets; update client and debt/equity databases
  • Drafting Transaction-Related Documents. Draft offering memorandums, road-show presentations, and other communications with clients and investors
  • Preparing Client Proposals and Presentations. Compile and prepare appropriate marketing materials, conduct the necessary analysis, and incorporate the assembled information into client proposals; supervise production and distribution. Also, prepare and supervise external marketing initiatives
  • Participate in other projects as requested by management

Qualifications:

  • Bachelor’s degree required with concentration in Finance or Accounting preferred
  • One to three years of experience in leveraged lending, investment banking, public accounting or consulting required
  • Series 79 and 63 licenses preferred (required within 6 months of hire)
  • Financial Modeling
  • Financial Statement Analysis
  • Working knowledge of the leveraged finance industry including terminology, structures, and market participants
  • Strong analytical and written skills
  • Solid working knowledge of financial accounting
  • Computer proficient – (Excel, Word, PowerPoint)

As a William Blair associate, you’ll enjoy Medical, Dental, Life and AD&D Insurance, along with a generous profit sharing program that includes a 401K plan in addition to a firm contribution. We also offer three weeks of vacation, flexible spending accounts, a business casual dress code, a 75% discounted commissions on trades, and discounts at restaurants, museums, parks and retailers.

William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for.

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