Investment Banking Full-Time Analyst, Fund Placement

The William Blair Fund Placement team advises private market managers throughout the capital raising process, transaction execution, and the delivery of fundraising services to clients and prospects. We perform extensive fundraising advisory services and complete due diligence activities while working closely with the project management and distribution teams to advance projects, gather necessary information, convey relevant investor updates and present findings to clients.

What You Will Do

Take ownership of deal admin related tasks, such as maintaining deal trackers, scheduling investor calls, and updating Salesforce. Provide advice to clients on fundraising strategy, structuring, timing, investors, and legal terms. Assist in the development, production and delivery of proposals and presentations to clients and prospects.

Why It Might Be a Fit

Demonstrate curiosity and understanding of the various private market strategies. Demonstrate an understanding of broader fundraising markets and potential implications to each client process. Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.

Requirements

• Bachelor’s Degree required with an anticipated graduation date between December 2026 and June 2027
• Internship or prior work experience in financial services industry preferred
• Proven track record in university studies required
• SIE Exam, prior to beginning employment, and Series 7 and Series 63 within 90 days of employment
• Detail oriented with strong analytical abilities
• Excellent mathematical, writing, verbal and computer skills
• Critical thinking with problem-solving skills
• Ability to adapt to new tasks with little notice
• Ability to manage expectations of senior bankers while working on multiple projects simultaneously
• Effective leadership and coaching skills
• Strong desire to win
• Sound judgement
• Deep, sophisticated understanding of accounting and finance
• Commitment to satisfying internal and external customers

Benefits

• 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)
• other voluntary benefits