Investment Banking Associate, Technology Investment Banking Associate, Technology …

William Blair & Company
in San Francisco, CA, United States
Permanent, Full time
Last application, 16 Jan 21
William Blair & Company
in San Francisco, CA, United States
Permanent, Full time
Last application, 16 Jan 21
Investment Banking Associate, Technology
Investment Banking (Experienced) Associate - Technology San Francisco Areas of Interest:

Investment Banking


San Francisco, California

Date Posted:


Job ID:


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William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We are committed to building enduring relationships with our clients and providing expertise and solutions to meet their evolving needs. An independent and employee-owned firm, William Blair is headquartered in Chicago and, together with its strategic partners, operates in more than 20 offices worldwide.

About the Team: Our global footprint provides opportunities to deliver highly strategic advice to market-leading companies around the world. Guided by our unwavering commitment to our clients success and motivated by our vision to build the premier global boutique investment bank, we provide the industrys brightest minds with the opportunity to thrive in an energetic, entrepreneurial environment and team-oriented culture.  Our mission is to provide bold, creative advice to clients and leadership in our markets and our communities. Job Summary & Responsibilities:

Small deal teams and our focus on high-growth companies afford Associates the unique opportunity to work directly with senior-level client executives and top-level bankers. Associates assume a critical role in the entire transaction process, including the initial pitch, due diligence, preparing a written prospectus or memorandum, meeting with potential investors/buyers, negotiating key terms, closing the deal and maintaining the client relationship. 

In general, our Associates work on a variety of transactions, including M&A advisory assignments, equity offerings, private equity placements, and strategic options studies.

William Blair & Company's environment is unique in the investment banking profession. While the work is rigorous and demands a high level of commitment, the firm maintains an open, cooperative and collegial atmosphere. Most Associates at William Blair & Company have MBA degrees and can demonstrate strong evidence of academic and professional achievement in previous endeavors. We look for candidates who are effective at working in a team environment, and who are interested in a long-term career with William Blair & Company. 

  • Bachelors degree required
  • At least one year as an investment banking associate required or three years as an analyst
  • Internship or prior work experience in financial services industry preferred
  • Proven track record in university studies required
  • SIE Exam, Series 79, and Series 63 licenses required within 150 days of hire
  • 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 projects simultaneously
  • General understanding of accounting and finance
  • Committed to satisfying internal and external customer
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