2027 Investment Banking Summer Analyst, Private Capital Markets jobs in United States
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William Blair · 1 day ago

2027 Investment Banking Summer Analyst, Private Capital Markets

William Blair is a Premier Global Partnership specializing in Private Capital Markets. They are seeking a Summer Analyst to work alongside analysts and senior bankers, gaining practical knowledge and experience in capital raising, financial analysis, and client relationship development over a 9-week program.

BankingFinanceWealth Management
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Growth Opportunities
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Responsibilities

Work alongside analysts, associates, and senior bankers on the PCM origination team and across sector coverage groups over the course of the 9-week program
Take on all functions of a full-time analyst
Receive direct client exposure in a culture of collaboration and accountability
Analyze financial and operational data to assess historical and projected performance for companies and prospects
Build detailed, fully integrated three-statement financial models to analyze cash flow, alternative types of capital, and different capital structure scenarios
Build returns analyses to evaluate investor proposals, financing terms, and investor target returns
Work alongside sector colleagues to draft marketing materials, management presentations, and other supplemental analyses and presentations for investors and clients
Assess information required to perform all pertinent analyses and compile and track information requests
Participate in investor meetings, support investor due diligence, and track investor activity
Support client relationship development by forming a detailed understanding of client needs and challenges, providing professional / responsive service, and anticipating client needs

Qualification

Financial modelingAnalytical skillsAccounting knowledgeMicrosoft ExcelCommunication skillsDetail orientedCollaborativeAdaptability

Required

Pursuing undergraduate bachelor's degree with anticipated graduation between December 2027 - June 2028
Undergraduate major: all majors considered
General understanding of accounting and finance
Strong analytical and quantitative skills
Exceptional verbal and written communication skills
Strong computer skills, specifically Microsoft Excel, Word, and PowerPoint
You are adaptable in an ever-changing environment and can manage through change with a high degree of emotional maturity
You are highly motivated, detail oriented, and thrive in a collaborative environment
Willingness to be located in Chicago

Preferred

Cumulative GPA of 3.5 or above preferred (but open to all applicants)

Company

William Blair

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William Blair is a global investment banking and asset management firm.

Funding

Current Stage
Late Stage

Leadership Team

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Brent Gledhill
President & CEO
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Brian Friedman
Managing Director
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