Investment Banking Vice President - Financial Services

Areas of Interest:

Investment Banking


Chicago, Illinois, New York, New York

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 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.

Job Summary & Responsibilities:

  • Contribute to annual revenue targets set forth by senior management by identifying, recommending, and closing new deal opportunities to be entered into by the firm. Participate in selling/pitching the Firms services/products to new clients and referral sources.  
  • Execute and manage actions in Deal Teams representing:
           Mergers & Acquisitions – Includes: client management, project leadership, company positioning, and negotiating.
           Public Equity Offerings – Includes: client management, project leadership, transaction structuring, company positioning, due diligence, issue 
           Private Equity and Debt Placement – Includes: client management, project leadership, transaction structuring, company positioning, due 
           diligence, issue identification/analysis/resolution, investor list development, and negotiating. 
  • Manage/maximize existing client and referral relationships.
  • Participate in other projects as requested by management. 


  • Previous experience as an investment banker required.
  • Financial Services sector experience preferred
  • Objective and a constructive problem solver.
  • Able to provide direction and leadership in order to build a strong team environment.
  • Results-oriented, and focused on producing a high quality product.
  • Clear, effective oral and written communication skills.
  • Positive and self-motivated.
  • Strong accounting and financial statement analysis skills with attention to detail.
  • Series 79 and 63 required within 90 days of employment.
  • Bachelor’s degree required, MBA preferred.

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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