Investment Banking Analyst - Secondary Advisory

4w1 month ago

William Blair

London, GB · Full-time · £70,000 – £100,000

About this role

William Blair’s Secondary Advisory team provides financial sponsors and investors with holistic, bespoke solutions across all stages of the private equity lifecycle. The team offers premier guidance for GP-led transactions like continuation vehicles, fund restructurings, spin-outs, and LP-led transactions. An Analyst supports new business development, transaction execution, and delivery of private market products to clients and prospects.

Analysts build bottom-up three-statement and LBO financial models using core valuation methods, integrating fund-level analysis like GP/LP distributions and waterfalls. They perform due diligence, research, financial analysis, and documentation for potential and live transactions. Daily tasks include maintaining deal trackers, scheduling buyer calls, updating Salesforce, and managing transaction processes with investor tracking.

The role involves active participation in client meetings, internal discussions, and buyer dialogues, taking thorough notes and sending follow-ups. Analysts partner with senior team members to develop marketing materials highlighting William Blair’s competitive advantages. They anticipate deal issues, convey concerns in real time, and assist in proposals and presentations.

Growth opportunities include mentoring summer interns, teaching best practices to new analysts, and demonstrating curiosity across private market strategies. The position fosters sound judgement, coachability, and the ability to balance assertiveness with open-mindedness. Commitment to client success drives the team’s premier global partnership environment.

Requirements

Bachelor’s Degree required
Prior experience in investment banking, private equity or Big 4 transaction services required; previous experience as an Analyst preferred
Profound understanding of corporate finance and accounting concepts with strong knowledge of core valuation methodologies including public and precedent transaction comparables
Excellent work ethic and genuine curiosity for private markets transactions
Sound judgement, coachability, and ability to balance assertiveness with open-mindedness
Detail oriented with strong analytical abilities, critical thinking, and problem-solving skills
Ability to manage expectations of senior bankers while working on multiple projects simultaneously
Commitment to satisfying internal and external customers

Responsibilities

Build bottom-up three-statement and LBO financial models to evaluate client outcomes using core valuation methods and fund-level analysis
Perform due diligence, research, financial analysis, and documentation of potential and live transactions
Assist in the development, production, and delivery of proposals and presentations to clients and prospects
Take ownership of deal admin tasks such as maintaining deal trackers, scheduling buyer calls, and updating Salesforce
Actively participate in client meetings, internal discussions, and buyer dialogues
Manage transaction process including investor tracking and client communications
Partner with senior team members to develop marketing materials
Mentor summer interns and teach best practices to subsequent analyst classes