Full Job Description
William Blair's GP-led Secondary Advisory team of experts provide financial sponsors and their investors with holistic, bespoke solutions across all stages of the private equity lifecycle. The private equity community relies on us for guidance and expertise when navigating GP-led transactions (e.g., single- and multi-asset continuation vehicles, spin-outs & spin-ins, strip sales, NAV loans, tender offers and other transaction types). An Associate in GP-led secondaries will help lead in-depth analyses to support our pursuit of high-quality transactions, and in doing so, facilitate deal execution, potential client pitching, and investor management.
Responsibilities include but may not be limited to:
- Lead due diligence, research, analysis and documentation of potential and live transactions. Anticipate potential deal issues and pass concerns through to team members in real time.
- Lead extensive financial modeling to analyze GP-led transactions utilizing thoughtful due diligence and leveraging broad understanding of valuation and broad finance/accounting topics.
- Develop, produce and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of secondary market product solutions and underlying components.
- Engage with analysts in the development of marketing materials that highlight William Blair's competitive advantages and overall product knowledge.
- Participate in growth of the team, facilitating analyst development, best practices and continued scaling of the overall PCA platform.
- Act as "on the job" mentor for analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members.
- Additional responsibilities as requested.
QUALIFICATIONS:
- Bachelor's Degree required
- Prior investment banking experience required (ideally, in a secondary advisory role)
- 1+ years experience as an Investment Banking Associate strongly preferred
- Detail-oriented with strong analytical abilities
- Deep, sophisticated understanding of accounting and finance
- Excellent mathematical, writing, verbal and computer skills
- Ability to adapt to new tasks
- Ability to manage expectations of senior bankers while working on multiple projects simultaneously
- Effective leadership and coaching skills
- Strong desire to win and commitment to excellence
- Sound judgement and reasoning abilities
- SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment
- Travel required: approximately 10% to 30%
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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
$175,000-$175,000 USD