Investment Banking Analyst Syndicate - Equity Capital Markets
William Blair•New York, NY, USA•On-site•2 hours ago
Full-Time
$115k - $115k/yr (Verified by employer)
May sponsor international talent
About the job
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%
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 visitingwilliamblair.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
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