Investment Banking Associate - Aerospace/Defense & Government Services (ADGS)
$175kWilliam Blair
Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.
Join William Blair, the Premier Global Partnership.
Execute in-depth analyses to support new business development, transaction execution and the delivery of investment banking products and services to clients and prospects. Perform extensive research and financial modeling, apply valuation methods, and complete due diligence activities. Work closely with client staff to advance projects, gathering necessary information, conveying complex financial modeling outcomes and presenting analysis results. Provide training and mentorship to less experienced staff.
Responsibilities include but may not be limited to:- Perform extensive financial/valuation analyses to value debt and equity for mergers, acquisitions and capital raising transactions. Utilize creative approaches to analyses that illustrate key concepts/messages. Carefully review and provide guidance to Analysts’ work.
- Build advanced financial models to value potential and actual clients and/or industries, leveraging broad understanding of valuation and broad finance/accounting topics. Demonstrate thorough knowledge of multiple client sectors. Assimilate information to perform insightful analyses.
- Lead 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.
- Actively participates in presentation development and hypothesis testing to highlight financial analysis and research results.
- Develop, produce and deliver proposals and presentations to clients and prospects, which exhibit broad knowledge of IB product solutions and underlying components. Engage, with analysts, in the development of marketing materials that highlight the competitive advantage of William Blair.
- Actively participate in client meetings and drafting sessions.
- Research and expand expertise of industries and/or sectors. Leverage knowledge to target certain clients or industries. Monitor key industry drivers. Offer insights into business trends in sector to facilitate processes. Evaluate and improve BIC content.
- Identify improvements to processes and propose solutions to complete tasks more efficiently.
- Take ownership of client relationships. Foster effective dialogue with finance and accounting staffs to facilitate processes. Anticipate needs and challenges and provide seamless solutions.
- Demonstrate an understanding of macro factors related to client industry, investment banking products and potential implications.
- Act as “on the job” trainer for analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members.
- 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; 1+ years as an Investment Banking Associate strongly preferred
- 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 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
- Travel required: approximately 10% to 30%
#LI-CG1
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
$175,000—$175,000 USD
About Our Firm
William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, and Asia. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com .
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.
- 2027 Investment Banking Summer Associate Program - Charlotte, Aerospace, Defense & Government Group Opportunity ID 1903 Region Americas Location Charlotte Business unit... ...Jefferies is a leading global, full-service investment banking and capital markets firm...SuggestedSummer workInternshipWork at office
- ...Client Service Associate Help clients succeed by delivering fast, accurate support and thoughtful... ...corporate, institutional and government clients under the J.P. Morgan and Chase... ...0 years and today we are a leader in investment banking, consumer and small business banking,...SuggestedWork experience placementWork at office
- ...within J.P. Morgan's U.S. Private Bank. If you have an... ...You will use your knowledge of investments, financial planning, credit and... ...Private Banking or Financial Services Bachelor's Degree required... ...corporate, institutional and government clients under the J.P. Morgan...SuggestedTemporary workWork experience placementLocal area
$275k
...States of America)Please review the following job description:Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt...SuggestedFull timePart timeBank staffShift workDay shift$170k
...Investment Banking Associate - Industrials & Business Services page is loaded## Investment Banking Associate - Industrials & Business Serviceslocations: Charlotte, NCtime type: Full timeposted on: Posted Todayjob requisition id: 10075864-WDKnown for its unique entrepreneurial...SuggestedWork at officeLocal areaRemote work- ...responsibilities of a licensed Client Service Associate with those of a Paraplanner, providing... ...situations involving retirement planning, investments, insurance, cash flow, estate planning... ...management, financial advisory, banking, brokerage, or financial planning environment...Full time
$152.18k - $273.93k
...highly competitive products, exceptional service and trusted advice. We seek to be the #... ...families as we launch our new USAA Investment Services Company (ISCO). The Investment... ...Function, Line of Business, and across the association.Builds and oversees a team of employees...Full timeH1bWork at officeRemote workRelocation packageFlexible hours$250k - $340k
...Job Description Job Description Finance, Bankruptcy & Restructuring Associate — Financial Services (North Carolina) Restructuring and private credit are two of the hottest practice areas in the market right now — join a sophisticated Financial Services team handling...Immediate start$214.8k - $252.7k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses... ...Executive to serve as Head of Investment Services Technology. Investment Services is U.S.... ...leadership teams and cross-functional governance forums.Establish strong partnerships across...Full timeWork experience placementLocal area$91k - $152.7k
...Job Description: At Bank of America, we are guided by a common purpose to help make financial... ...paths - whether shaped by military service, community college education, or a wide... ...alignment with enterprise data standards and governance expectations. LOB Responsibilities:...Full timeFlexible hoursShift workDay shift$175k
2027 Investment Banking Summer Associate Wells Fargo Corporate & Investment Banking delivers a comprehensive... ...commercial real estate lending and servicing, and equity and fixed income... ...emphasis on proactive monitoring, governance, risk identification and escalation...Summer workInternshipWork at office$175k
...teams and communities. As a leading investment bank, we enable growth and success for our clients... ...to provide advisory and financing services related to mergers and acquisitions,... ...our investment banking team here. Our Associate internship program provides an opportunity...Full timeSummer workInternshipSummer internshipWork at officeWork visa$65.6k - $92.68k
...welcoming and inclusive environment, and our associates dedicate thousands of hours to... ...with customers by delivering personalized service and respond to a variety of plan and policy... ...of the proceeds from their retirement investments Deliver optimal solutions to...16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaRelocation packageFlexible hoursShift work$88k - $176k
...seeking a talented individual to join our Government Healthcare Consulting team (GHC) at... ...governments and internal teams to manage overall service delivery and strategy for Marsh’s... ..., reinsurance and capital, people and investments, and management consulting, advising...Minimum wageFull timeLocal areaRemote workFlexible hours3 days per week1 day per week- ...United States. Offering a fully integrated platform of real estate services and innovative solutions to owners, investors, lenders and... ..., industrial, data center, production studio, healthcare, government, universities, sports and entertainment, and mixed-use properties...Hourly payContract workH1bWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
- ...time, on-site position in Charlotte, NC. The attorney will manage a diverse caseload, providing legal services in family-based petitions, employment visas, removal defense, asylum, and naturalization. Duties Meet with clients to assess legal options and strategies....Full timeWork visa
- ...hospitality, using the latest banking solutions and cutting-edge... ...with friendly and attentive service. You will take a lead role in... ...corporate, institutional and government clients under the J.P. Morgan... ...and today we are a leader in investment banking, consumer and small business...Immediate startAfternoon shift
- ...Benowitz, LLP, we are committed to delivering exceptional legal services while fostering a flexible, entrepreneurial environment for our... ..., Virginia, South Carolina, and Illinois, we focus on criminal defense, personal injury, family law, and trusts & estates. Guided...Flexible hours
- ...Americans, we’re their last line of defense against insurance companies,... ...and a wealth of benefits in service of optimization and case... ...standing with the State Bar Association (NC required) Minimum 3+... ...and will provide the federal government with your Form I-9...Full timeWork at officeLocal area
- ...Financial Services Associate - General A large southeastern law firm with a national practice, is seeking an experienced transactional lawyer for its Financial Services practice. We have become one of the country's foremost Financial Services groups by providing leading...
- ...Executive in Emerging Middle Market Banking, your role is to be the... ...Banking products and services Methodical approach to market... ...corporate, institutional and government clients under the J.P.... ...and today we are a leader in investment banking, consumer and small...Local areaFlexible hours
- ...Martineau King is a civil litigation defense firm with offices in... ...individual to join our team as an Associate Attorney. This position... ...in order to bill clients for services performed. Annual billable goal... ...construction litigation, defense of government and municipalities,...Work at officeLocal areaFlexible hours
$90k - $110k
...and South Carolina, providing strategic defense, practical counsel, and results-driven representation... ...Details We are seeking a motivated Associate Attorney with at least one year of civil... ...environment focused on excellent client service. What We're Looking For J.D. from...Full timeTemporary workWork at officeLocal area- ...include leading the loan structuring, underwriting, origination, and servicing responsibilities for their assigned loan portfolio. The... ...risk mitigation skills Understanding and application of the Bank’s risk grading methodology and credit appetite Managing relationships...Full timeWork experience placementLocal area
$91.44k - $111.76k
...Credit Portfolio ManagerAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better... ...assigned portfolio of relationships. Secondarily, provides customer service, participates in joint sales calls with Relationship Manager(s)...Work experience placementLocal area- ...Carolina - delivering strategic defense, practical counsel, and... ...commitment to true partnership. We invest deeply in understanding each... ...a motivated and talented Associate Attorney to join our Civil Litigation... ...providing exceptional client service and achieving favorable...Full timeTemporary workWork at officeLocal areaRelocation
- ...Job Description A corporate Charlotte law firm with national reach, seeks an experienced transactional lawyer for its Financial Services practice. QUALIFICATIONS: ~2 to 3 years of transactional experience in a peer law firm. ~ Experience in finance or corporate...
- ...Proficient with Microsoft Office (Outlook, Word, Excel, PowerPoint, Visio, and Project) Prior usage of SAP Solution Manager (Service Desk, ChaRM, and project administration) Working knowledge of internal controls and segregation of duty concepts within SAP application...Full timeWork at office
- ...is Ajay Singh and I'm a Resource Manager at Next Level Business Services, Inc. Please find the Job Description below and respond with... ...applications include ECC, BI, BPC, PI, Enterprise Portal, CE, Bank Analyzer, Solution Manager, and GRC. Individual will be responsible...Full timeWork at office
- ...clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset... ...wealth. You will use your knowledge of investments, financial planning, credit and banking... ...experience in Private Banking or Financial Services Bachelor’s Degree required Series...Temporary workWork experience placementLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Banking Associate - Aerospace/Defense & Government Services (ADGS). Be the first to apply!
- community investment Charlotte, NC
- investment writer Charlotte, NC
- investment strategist Charlotte, NC
- investment intern (private equity) Charlotte, NC
- investment firm Charlotte, NC
- investment internship Charlotte, NC
- property investment Charlotte, NC
- infrastructure investment Charlotte, NC
- investment accountant Charlotte, NC
- investment sales Charlotte, NC








