2027 Investment Banking Summer Analyst, Financial Sponsors Group

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities.
Join William Blair, the Premier Global Partnership.

William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.

We are committed to our people and culture, values, clients, and local communities.

What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries.

We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.

We work tirelessly to create an inclusive culture and take pride in fostering employees' professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.

Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder.

We invite you to learn about how we are seeking excellence in everything we do and empowering our clients' success with passion, creativity, and rigor. For more information, visit williamblair.com.

Summer analysts in William Blair's Financial Sponsors Group work with and support senior financial sponsor coverage bankers to develop, manage and institutionalize William Blair's relationships with many of the world's leading private equity firms. In partnership with financial sponsor, sector, and product bankers, summer analysts provide marketing and execution support throughout the entire client life cycle, including prospecting, pitching and transaction execution.

We know you have choices on how you spend your summer but encourage you to apply for William Blair's 2027 Investment Banking Financial Sponsors Summer Analyst Program. Take the opportunity to build on the fundamentals of your academic background, gain practical knowledge to help prepare you for your next steps and be part of an organization that fosters innovation and invests in our most important asset, our people.

The summer program provides all summer analysts with unique opportunities to:

• Develop an understanding of macro factors related to the private equity industry and relevant investment banking services
• Research, manage and disseminate information on private equity market trends and insight
• Create marketing and pitch materials, including annual relationship reviews, quarterly updates, deal flow discussions and sector-focused discussions
• Perform value-added analyses for focus funds - buyer behavior and bid analyses, comps, market and deal flow insights, balance of trade and cohort mapping
• Research companies and industries in targeting specific clients/industries and generate platform and add-on investment ideas
• Support pitches and active client engagements through financial (LBO) modeling, development of marketing materials and financial buyer coordination
• Manage financial buyer vetting process, including consolidating feedback from clients and William Blair bankers
• Formalize financial buyer presentation structure and develop talking points that can be leveraged by all of the FSG
• Proofread materials to ensure the accuracy of content and consistency with the William Blair brand standard
• Ensure all activities are following applicable rules, regulations, policies, and procedures
• Additional responsibilities as requested

Here's what we're looking for

• 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

Throughout the 9-week program, summer analysts are evaluated for opportunities in our full-time class, upon graduation.

Once you have submitted your application, you will receive a link to complete our pre-interview assessment, Suited, which will need to be completed within 48 hours. Please monitor your spam folder, as the email may get caught in spam filters.

William Blair is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status.

Application Deadline:

Apply by January 22nd to be considered for this opportunity.

A reasonable estimate of the current base salary range at time of posting is below.

Salary Range

$110,000-$110,000 USD

William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v

Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.

Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.

Download William Blair's privacy policies for job applicants:

• California Consumer Privacy Act Privacy Notice (CCPA)
• General Data Protection Regulation Privacy Notice (GDPR)

Contact us should you have any questions or concerns.

---