Investment Banking Associate (Experienced) - Technology

Areas of Interest:

Investment Banking


San Francisco, California

Date Posted:


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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, with offices in 10 cities worldwide. For more information, please visit

Job Summary & Responsibilities:

Small deal teams and our focus on middle-market, high-growth companies afford Associates the unique opportunity to work directly with senior-level client executives and top-level bankers. Associates assume a critical role in the entire transaction process, including the initial pitch, due diligence, preparing a written prospectus or memorandum, meeting with potential investors/buyers, negotiating key terms, closing the deal and maintaining the client relationship. 

In general, our Associates work on a variety of transactions, including equity offerings, M&A advisory assignments, private equity placements, and strategic options studies.

William Blair & Company's environment is unique in the investment banking profession. While the work is rigorous and demands a high level of commitment, the firm maintains an open, cooperative and collegiate atmosphere. Most Associates at William Blair & Company have MBA degrees and can demonstrate strong evidence of academic and professional achievement in previous endeavors. We look for candidates who are effective at working in a team environment, and who are interested in a long-term career with William Blair & Company. 


  • Bachelor’s degree required; Business or Economics degree preferred. 
  • At least one year as an investment banking associate preferred.
  • Internship or prior work experience in financial services industry preferred. 
  • Proven track record in university studies required. 
  • Series 79 and 63 licenses required within 90 days of hire. 
  • 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.

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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