Investment Banking Analyst (Experienced) - Services & Industrials

Areas of Interest:

Investment Banking


Charlotte, North Carolina

Date Posted:


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Company Description:

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. 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 headquartered in Chicago and, together with its strategic partners, operates in more than 20 offices 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

Job Summary & Responsibilities:

William Blair Analysts have the opportunity to harness their potential by being part of a culture of collaboration and accountability that offers compelling work and direct client exposure. Your personal and professional growth will be accelerated by working alongside senior bankers who have a vested interest in your development.  

As an Analyst you will work alongside and support senior bankers in researching and creating marketing pitch materials, building financial models to value potential clients, and researching industries or sectors as determined by senior bankers in targeting certain clients or industries.  You will also work on active M&A and equity transaction execution including, but not limited to:

  • Financial analysis
  • Model creation
  • Drafting memoranda
  • Due diligence
  • Attending client meetings and drafting sessions
  • Creating data rooms
  • Any other support services required to assist in closing an engagement


  • At least one year experience as an Investment Banking Analyst required
  • Detail oriented with strong analytical abilities.
  • Excellent mathematical, writing, verbal and computer skills.
  • Ability to adapt to new tasks with little notice.
  • Ability to manage expectations of senior bankers while working on projects simultaneously.
  • General understanding of accounting and finance.
  • Committed to satisfying internal and external customers
  • Bachelor’s degree required, business or economics degree preferred
  • Internship or prior work experience in financial services industry preferred  Proven track record in university studies required
  • SIE Exam, Series 79, and Series 63 licenses required within 150 days of hire

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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