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William Blair · 2 weeks ago

Investment Banking Full-Time MBA Associate 2026

Atlanta, GA

Full-time

Hybrid

Mid Level

$175K/yr - $175K/yr

William Blair is a Premier Global Partnership committed to delivering trusted advice and fostering employee growth. The role involves executing analyses, financial modeling, and providing mentorship while managing client relationships and ensuring compliance.

BankingFinanceWealth Management

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Utilize creative approaches to analyses that illustrate key concepts/messages. Carefully review and provide guidance to Analysts’ work

Build advanced financial models to value potential and actual clients and/or industries, leveraging broad understanding of valuation and broad finance/accounting topics. Demonstrate thorough knowledge of multiple client sectors. Assimilate information to perform insightful analyses

Lead due diligence, research, analysis and documentation of potential and live transactions. Anticipate potential deal issues and pass concerns through to team members in real time

Actively participates in presentation development and hypothesis testing to highlight financial analysis and research results

Develop, produce and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of IB product solutions and underlying components. Engage, with analysts, in the development of marketing materials that highlight the competitive advantage of William Blair

Actively participate in client meetings and drafting sessions

Research and expand expertise of industries and/or sectors. Leverage knowledge to target certain clients or industries. Monitor key industry drivers. Offer insights into business trends in sector to facilitate processes. Evaluate and improve BIC content

Identify improvements to processes and propose solutions to complete tasks more efficiently

Take ownership of client relationships. Foster effective dialogue with finance and accounting staffs to facilitate processes. Anticipate needs and challenges and provide seamless solutions

Demonstrate an understanding of macro factors related to client industry, investment banking products and potential implications

Act as 'on the job' trainer for analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members

Ensure all activities are in compliance with applicable rules, regulations, policies and procedures

Additional responsibilities as requested

Qualification

Financial modelingValuation methodsInvestment bankingSIE ExamSeries 79Series 63Analytical abilitiesCoaching skillsSound judgementLeadership skillsCommunication skillsDetail orientedAdaptability

Required

MBA Degree required with a anticipated graduation date between December 2025 and June 2026

SIE Exam, prior to beginning employment, and Series 79 and Series 63 within 90 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 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

Travel required: approximately 10% to 30%

Preferred

Internship or prior work experience in financial services industry preferred

Company

William Blair

Glassdoor4.2

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

Founded in 1935

Chicago, Illinois, USA

1001-5000 employees

http://www.williamblair.com

H1B Sponsorship

William Blair has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (10)

2024 (17)

2023 (20)

2022 (20)

2021 (29)

2020 (20)