Investment Banking Analyst Syndicate - Equity Capital Markets

Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.

Join William Blair, the Premier Global Partnership.

Job Summary & Responsibilities

Work alongside managing directors, directors, and vice presidents in ECM Origination and across sector coverage groups.

Participate in the marketing of all Equity Syndicate transactions, set up and manage each transaction in dedicated syndicate software.

Build relationships with internal and external clients across Investment Banking, Institutional Sales, and peer investment banks.

Research current and prospective client companies, comparable companies and transactions, and potential institutional investors.

Monitor and research capital markets and update client and equity databases.

Track capital markets trends including industry/sector holding trends and deal participation trends.

Build and audit fully integrated financial models including IPO and comparable company trading and valuation analyses.

Support ECM Origination and sector coverage groups in preparing commitment committee, filing, and selling memorandums, and investor targeting materials.

Work alongside ECM Origination, Institutional Sales & Trading, and Research during offering execution process to coordinate feedback on deal messaging, company peers, and the capital markets broadly.

Compile and prepare appropriate marketing materials detailing the William Blair ECM perspective and recommendation on the capital markets, and highlighting William Blair’s equity and distribution platform.

Prepare and supervise external marketing initiatives which include both weekly and quarterly publications.

Seek opportunities to streamline processes and propose solutions to complete tasks more efficiently.

Develop an understanding of macro factors related to client industry, investment banking products and potential implications.

Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.

Additional responsibilities as requested.

Qualifications

Bachelor’s Degree required

One to three years of experience in equity capital markets, equity research, equity sales & trading, investment banking, wealth management, or other deal structured environment required

Proven track record in university studies required

SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment

Detail oriented with strong analytical abilities

Excellent mathematical, writing, verbal and computer skills

Ability to adapt to new tasks with little notice

Ability to work on multiple projects simultaneously

Strong desire to win

Developing increasingly sound judgement

Thorough understanding of accounting and finance

Commitment to satisfying internal and external customers

Travel required: approximately 5%

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A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position.

This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.

Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.

Salary Range

$115,000 , $115,000 USD

About Our Firm

William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, and Asia. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com .

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. EOE m/f/d/v

Be aware of hiring scams : William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.

Note to External Recruiters / Search Firms : William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.

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