2027 Investment Banking Summer Analyst, Fund Placement jobs in United States
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William Blair · 5 days ago

2027 Investment Banking Summer Analyst, Fund Placement

William Blair is a Premier Global Partnership that provides advisory services in investment banking and private capital. The Investment Banking Fund Placement Summer Analyst will assist in the capital raising process, perform due diligence, and support senior bankers in various functions throughout the summer program.

BankingFinanceWealth Management
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Growth Opportunities
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Responsibilities

Perform extensive fundraising advisory services and complete due diligence activities while working closely with the project management and investor coverage teams to advance projects, convey relevant investor updates, and present findings to clients
Take on all functions of a full-time analyst
Work alongside and support senior bankers in research and creation of pitch materials
Build financial model to value potential clients
Researching industries or sectors in targeting certain clients or industries
Play integral role in various deals

Qualification

Investment Banking knowledgeFinancial modelingAnalytical skillsMicrosoft ExcelProject managementVerbal communicationWritten communicationDetail-orientedTeam collaborationAdaptability

Required

Pursuing undergraduate bachelor's degree with anticipated graduation between December 2027 - June 2028
Cumulative GPA of 3.5 or above preferred (but open to all applicants)
Undergraduate major: all majors considered
Intellectual curiosity and a passion for investment banking and financial sponsors
Knowledge of Investment Banking concepts, services, and applicable regulations
Project management and prioritization skills
Strong analytical and quantitative skills
Exceptional verbal and written communication skills
Ability to work on multiple projects simultaneously
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 New York City

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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