Investment Banking Analyst Syndicate - Equity Capital Markets

Job Summary & Responsibilities:

• Work alongside managing directors, directors, and vice presidents in ECM Origination and across sector coverage groups.
• Participate in the marketing of all Equity Syndicate transactions, set up and manage each transaction in dedicated syndicate software.
• Build relationships with internal and external clients across Investment Banking, Institutional Sales, and peer investment banks.
• Research current and prospective client companies, comparable companies and transactions, and potential institutional investors.
• Monitor and research capital markets and update client and equity databases.
• Track capital markets trends including industry/sector holding trends and deal participation trends.
• Build and audit fully integrated financial models including IPO and comparable company trading and valuation analyses.
• Support ECM Origination and sector coverage groups in preparing commitment committee, filing, and selling memorandums, and investor targeting materials.
• Work alongside ECM Origination, Institutional Sales & Trading, and Research during offering execution process to coordinate feedback on deal messaging, company peers, and the capital markets broadly.
• Compile and prepare appropriate marketing materials detailing the William Blair ECM perspective and recommendation on the capital markets, and highlighting William Blair’s equity and distribution platform.
• Prepare and supervise external marketing initiatives which include both weekly and quarterly publications.
• Seek opportunities to streamline processes and propose solutions to complete tasks more efficiently.
• Develop an understanding of macro factors related to client industry, investment banking products and potential implications.
• Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.
• Additional responsibilities as requested.

Qualifications:

• Bachelor’s Degree required
• One to three years of experience in equity capital markets, equity research, equity sales & trading, investment banking, wealth management, or other deal structured environment required
• Proven track record in university studies required
• SIE Exam, Series 79, and Series 63 must be acquired within 150 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 work on multiple projects simultaneously
• Strong desire to win
• Developing increasingly sound judgement
• Thorough understanding of accounting and finance
• Commitment to satisfying internal and external customers
• Travel required: approximately 5%

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