2027 Investment Banking Summer Analyst, Leveraged Finance jobs in United States
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William Blair · 2 days ago

2027 Investment Banking Summer Analyst, Leveraged Finance

William Blair is a Premier Global Partnership seeking summer analysts for their Leveraged Finance Group. The role involves working alongside experienced professionals, gaining practical knowledge, and contributing to various financial analyses and client interactions throughout a 9-week program.

BankingFinanceWealth Management
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Growth Opportunities
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Responsibilities

Work alongside current analysts, associates, and VPs 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 statements and related data to assess historical financial performance, current conditions, and outlook for client companies and prospects
Build detailed, fully integrated three-statement financial models to analyze the impact of alternative transactions and capital structures on cash flows, covenant cushions, and investor rates of return
Assess information required to perform all pertinent analyses; compile information request lists and track information gathered; assist lenders and investors in their due diligence processes
Draft offering memorandums, management presentations, and other communications with clients and investors
Participate in client meetings and drafting sessions
Support client relationship development by forming a detailed understanding of client needs and challenges, providing professional/responsive service, and anticipating client needs
Research current and prospective client companies, comparable companies and transactions, and industries; monitor and research capital markets; update client and debt/equity databases

Qualification

Analytical skillsQuantitative skillsFinancial modelingAccounting knowledgeMicrosoft ExcelVerbal communicationWritten communicationDetail orientedAdaptabilityCollaboration

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
Strong analytical and quantitative skills
General understanding of accounting and finance
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

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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