Financial Advisory Consultant

3 weeks ago


Chicago, Illinois, United States William Blair Full time
About William Blair

We are a global boutique investment bank with nearly nine decades of experience delivering trusted advice to clients.

Our Expertise

We continue to deepen our expertise and relationships across regions, asset classes, and markets. Our advisory services, strategies, and solutions meet clients' evolving needs amid dynamic market conditions and varying industries.

Job Role

This role involves executing in-depth analyses to support new business development, transaction execution, and the delivery of investment banking products and services to clients and prospects. You will perform extensive research and financial modeling, apply valuation methods, and complete due diligence activities.

Key Responsibilities:
  • Performing comprehensive financial/valuation analyses to value debt and equity for mergers, acquisitions, and capital raising transactions.
  • Utilizing creative approaches to analysis that illustrate key concepts/messages.
  • Reviewing and guiding Analysts' work.
  • Building advanced financial models to value potential and actual clients and/or industries, leveraging broad understanding of valuation and finance/accounting topics.
  • Demonstrating thorough knowledge of multiple client sectors.
  • Assembling information to perform insightful analyses.
  • Leading due diligence, research, analysis, and documentation of potential and live transactions.
  • Anticipating potential deal issues and passing concerns through to team members in real-time.
  • Actively participating in presentation development and hypothesis testing to highlight financial analysis and research results.
  • Developing, producing, and delivering proposals and presentations to clients and prospects, which exhibit broad knowledge of IB product solutions and underlying components.
  • Engaging with analysts in the development of marketing materials that highlight the competitive advantage of William Blair.
  • Actively participating in client meetings and drafting sessions.
  • Researching and expanding expertise of industries and/or sectors.
  • Leveraging knowledge to target certain clients or industries.
  • Monitoring key industry drivers.
  • Offering insights into business trends in sector to facilitate processes.
  • Evaluating and improving BIC content.
  • Identifying improvements to processes and proposing solutions to complete tasks more efficiently.
  • Taking ownership of client relationships.
  • Fostering effective dialogue with finance and accounting staffs to facilitate processes.
  • Anticipating needs and challenges and providing seamless solutions.
  • Demonstrating an understanding of macro factors related to client industry, investment banking products, and potential implications.
  • Acting as 'on the job' trainer for analysts, providing constructive feedback.
  • Focusing on improving the quality of analyst and summer intern work product.
  • Ensuring senior team knows the valuable contributions of all team members.
  • Ensuring all activities are in compliance with applicable rules, regulations, policies, and procedures.
Requirements

A Bachelor's Degree is required, along with prior investment banking experience. 1+ years experience as an Investment Banking Associate is preferred.

The ideal candidate is detail-oriented, with strong analytical abilities and excellent mathematical, writing, verbal, and computer skills.

They should be able to adapt to new tasks with little notice, manage expectations of senior bankers while working on multiple projects simultaneously, and possess effective leadership and coaching skills.

Additionally, they must demonstrate a strong desire to win, sound judgement, and a deep, sophisticated understanding of accounting and finance.

Salary: $120,000 - $180,000 per year.



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