Job Description
Join to apply for the Investment Banking Vice President - Financial Services, Insurance role at William Blair
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Join to apply for the Investment Banking Vice President - Financial Services, Insurance role at William Blair
Solutions for Todays Challenges. Vision for Tomorrows 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.
Assist in targeting and closing of new deals. Participate in selling and pitching. Drive dayto-day activities for presentation development. Execute in-depth analyses for complex and high impact new business development, transaction execution and the delivery of investment banking products and services. Provide direction on financial/valuation analyses to less experienced staff and serve as a sounding board for structuring complex deals. Build relationships with client senior executives. Review the work of associates and analysts. Provide motivation and guidance.
Responsibilities Include But May Not Be Limited To - Assist in the targeting and closing of new deal opportunities.
- Participate in selling/pitching William Blairs services/products to clients and prospects, leveraging understanding of macro trends and strategic direction of clients to win business.
- Drive day to day activities for presentation development. Suggest methods for positioning William Blairs advantages versus competitors.
- Build and maintain relationships with client senior executives. Consistently exceed client expectations. Assume role of day-to-day client contact for questions, comments, inputs and deal related matters.
- Provide direction on financial/valuation analyses approach for valuing debt and equity. Serve as a sounding board for unique and creative approaches for analyses. Execute extensive financial/ valuation analyses for complex and high impact deals.
- Leverage expertise of products, industries, and finance/accounting topics to develop key themes for positioning of research/analytic deliverables.
- Suggest innovative approaches for due diligence, research and analysis efforts. Anticipate and address needs of senior team members and proactively identify probable deal issues, providing thoughts and perspective on resolution.
- Review all analyst and associate work for consistency, correctness and formatting, taking responsibility for client materials and reports.
- Offer creative and insightful resolution to issues or problems arising in execution and origination.
- Provide thought leadership to streamline processes and improve efficiency and effectiveness. Provide ongoing guidance and spot corrections to improve team efficiency.
- Act as lead on the job trainer for associates and analysts, providing constructive feedback. Articulate the roles and objectives for junior team members. Share relevant deal/client context with the junior team. Provide motivation and guidance for the team.
- Actively participate in recruiting and training activities.
- Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.
- Additional responsibilities as requested.
Qualifications - Bachelors Degree required
- MBA strongly preferred
- Prior investment banking experience required with a focus on the insurance sector; 3+ years at Associate level strongly preferred
- SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment (for US only)
- Detail oriented with deep analytical abilities
- Superior 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 multiple projects simultaneously
- Effective leadership and coaching skills
- Ability to lead transaction processes and pitch new business with moderate senior banker oversite
- Strong desire to win
- Sound judgement
- Remains calm and focused under pressure
- Expertise in accounting and finance
- Exhibits creativity and originality in approach to analysis and work product
- Travel required: 20 to 40%
A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position.
This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.
Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.
Salary Range
$275,000$275,000 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. Seniority level
Seniority level
Mid-Senior level
Employment type
Employment type
Full-time
Job function
Job function
Finance and Sales
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