Analyst 2, Secondary Advisory

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.

Job Description

William Blair’s Secondary Advisory team of experts provide financial sponsors and their investors with holistic, bespoke solutions across all stages of the private equity lifecycle. The private equity community relies on us for premier guidance and expertise when navigating GP-led transactions (single-asset and multi-asset continuation vehicles, fund restructurings & recapitalizations, spin-outs & spin-ins, portfolio company shareholder liquidity solutions, strip sales, and tender offers) and LP-led transactions. An Analyst in a GP-Led Secondaries role will perform extensive research and execute in-depth analyses to support new business development, transaction execution and the delivery of private market products and services to sponsor clients and prospects, as well as limited partners.

Responsibilities may include but are not limited to:

• Take ownership of all deal admin related tasks, such as maintaining deal trackers, scheduling buyer calls, and updating Salesforce.
• Actively participate in client meetings and internal discussions.
• Assist in the development, production and delivery of proposals and presentations to clients and prospects.
• Draft client-facing presentations to highlight financial analysis and research results.
• Demonstrate curiosity of the various private market strategies. Assimilate information to perform insightful analyses.
• Perform 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.
• Demonstrate an understanding of broader fundraising markets and potential implications to each client process.
• Manage transaction process, include investor tracking and client communications.
• Partner with more senior-level team members in the development of marketing materials that highlight the competitive advantage of William Blair Private Capital Advisory.
• Identify improvements to processes and propose solutions to complete tasks more efficiently.
• Take ownership of buyer dialogue communications, which includes taking thorough notes on buyer calls, managing incoming emails, and sending follow-up notes when appropriate.
• Perform extensive financial/valuation analyses to evaluate potential transactions.
• Build financial models to value potential and actual client outcomes, utilizing and/or core valuation methods, such as comparable companies, precedents and discounted cash flow, as well as fund-level analysis (e.g. GP / LP distributions, fund waterfalls). Effectively synthesize information to convey complex financial modeling outcomes.
• Mentor summer interns and invest in teaching subsequent classes of analysts, imparting best practices.
• Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.
• Additional responsibilities as requested.

Qualifications:

• Bachelor’s Degree required
• Prior investment banking experience required; previous experience as an Analyst, or equivalent, strongly preferred. Prior fundraising, investor relations or private placement experience preferred.
• Internship or prior work experience in financial services industry preferred
• Proven track record in university studies required
• Excellent mathematical, writing, verbal and computer skills
• Detail oriented with strong analytical abilities
• Critical thinking with problem-solving 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

Investment Banking | JR100743

Analyst 2, Secondary Advisory

London, England

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