Investment Banking Senior Analyst - Healthcare
$125kWilliam 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 research and financial modeling, apply core valuation methods, and complete due diligence activities at the direction of the Investment Banking team lead. Work closely with client staff to advance projects, gathering necessary information, describing financial modeling methodology, and presenting results directly related to scope of analysis. Provide training and mentorship to summer interns and less experienced Analysts. 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. Form varied approaches to analyses once fundamental base of approach is set. Build financial models to value potential and actual clients and/or industries. Execute core valuation methods, such as comparable companies, precedents and discounted cash flow. Effectively synthesize information to convey complex financial modeling outcomes. Perform due diligence, research, analysis and documentation of potential and live transactions. Identify potential deal issues and properly escalate concerns to team members. Draft management presentations to highlight financial analysis and research results. Assist in the development, production and delivery of proposals and presentations to clients and prospects. Draft marketing materials, emphasizing the advantages of William Blair and its investment banking methods/approach. Participate in client meetings and drafting sessions. Research industries or sectors, as identified by senior bankers, to target certain clients or industries. Evaluate and improve BIC content. Leverage learnings across deals. Seek opportunities to streamline processes and propose solutions to complete tasks more efficiently. Support client relationship development by developing a detailed understanding of client needs and challenges, providing professional and responsive service and anticipating client information needs. Develop an understanding of macro factors related to client industry, investment banking products and potential implications. 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; 2+ years previous experience as an Analyst, or equivalent, strongly preferred Proven track record in university studies required SIE Exam, Series 79, and Series 63 must be acquired within 150 days of employment (for US only) Requirement to successfully complete Level 3 exams with FCA within 90 days of commencing employment (for UK and EU only) 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%
#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$125,000—$125,000 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.- Pegasus Intellectual Capital Solutions is seeking a Director for their Healthcare Investment Banking practice in Chicago. The ideal candidate will lead transactions, facilitate new business development, and mentor junior staff, with opportunities for progression to Managing...SuggestedRemote work
- ...Healthcare Investment Banking – Director (Managing Director Track) We seek an experienced bank executive... ...on integrity. Investment Banking Analyst (Full‑time and Part‑time Remote)... ...on small deal teams and may support senior bankers across the firm. Responsibilities...SuggestedFull timePart timeWork at officeRemote work
$125k
William Blair is looking for an Investment Banking Analyst in Chicago to execute financial analyses, support business development, and mentor interns. The role involves extensive financial modeling, due diligence, and client engagement. An ideal candidate has at least...Senior- POSITION OVERVIEW We are looking for rising senior students to join us for a summer intern... ...real-world experience at a dynamic investment bank! Ziegler is a privately held... ...investments firm. Specializing in the healthcare, senior living and education sectors, as...SeniorSummer workInternshipSummer internshipFlexible hours
- ...Chicago, we believe there is a better way to provide quality healthcare while achieving health equity. Our Chicago location looks... ...our future team, please apply now! General Summary: The Senior Financial Analyst provides analytical support for the Finance Department. This...SeniorTemporary work
- ...the largest and most trusted retail healthcare business support organizations in the... ...opportunity to join our FP&A team as a Senior Financial Analyst. Core responsibilities and... ...initiatives and multi-million-dollar investments Proactively identify opportunities...SeniorWork at officeImmediate start
$85 - $95 per hour
...challenges across financial management, healthcare, and government industries. Our collaborative... ...TimeSenior Momentum Financials Business Analyst with knowledge and experience in... ...effectively communicate and interact with senior level management and clients Expert in Microsoft...SeniorFull timePart timeWork at officeRemote work- Sinai Chicago seeks a Financial Analyst for advanced financial analysis and project management. Responsibilities include financial reporting, annual budget preparation, and mentoring junior analysts. The ideal candidate holds a Bachelor's degree in Finance or related field...Senior
$125k
...transaction execution and the delivery of investment banking products and services to clients and... ...to summer interns and less experienced analysts. Responsibilities Perform extensive financial... ...or sectors, as identified by senior bankers, to target certain clients or industries...SeniorTemporary workSummer internship- A major healthcare institution in Chicago is seeking an Operations Specialist for Financial Aid to handle complex financial aid processing and ensure compliance with regulations. This senior-level professional will work under the Associate Director for Operations, providing...Senior
$250k
Healthcare Investment Banking Analyst / Associate - Career Launch AI Talent Network Location: San Francisco, CA & New York, NY Compensation: Associate... ...life sciences sectors. You’ll collaborate closely with senior bankers, clients, and cross-functional deal teams on...Full time- Insight Hospital and Medical Center, un établissement de santé bien établi à Chicago, recherche un Comptable d'Hôpital engagé pour effectuer diverses tâches de comptabilité professionnelle. Les responsabilités incluent la préparation d'états financiers, l'analyse des variations...Senior
- A healthcare organization is seeking a Senior Auditor to support the Corporate Compliance Program. This role involves conducting audits, analyzing coding and billing processes, and ensuring compliance with federal and state regulations. The ideal candidate should have a...Senior
- TCA Health Inc.- NFP in Chicago is seeking a Senior Accountant to ensure financial integrity and compliance in a nonprofit healthcare setting. This full-time role involves managing month-end closes, financial reporting, and compliance with GAAP and grant requirements....SeniorFull time
- A leading healthcare commercialization firm in Chicago seeks a Senior Accountant to manage month-end closes, ensure compliance, and provide support in financial reporting. The ideal candidate will have a Bachelor’s Degree in Accounting and 3-5 years of experience. Responsibilities...Senior
$155k
...Apply below or send resume to ****@*****.*** Senior Mechanical Estimator Location: Naperville, IL Compensation: Base salary... ...for delivering complex HVAC and mechanical systems on office, healthcare, industrial, and institutional projects. The company is...SeniorFor contractorsFor subcontractorWork at office- National Equity Fund is seeking an experienced Senior Investment Analyst in Chicago, IL, to maintain and audit investment models and conduct economic analysis related to fund management. The ideal candidate has 3-5 years in real estate investments, a B.A. in finance or...Senior
- Wipfli LLP is seeking a Tax Senior in Chicago to serve healthcare and for-profit medical practice clients. The role offers a hybrid work arrangement, combining office, home, and client site attendance. Responsibilities include communicating with clients, providing tax compliance...SeniorWork at officeWork from home
- RWE in Chicago is looking for a Senior Associate for its Portfolio Controlling team. This role involves managing relationships with investors in renewable energy financing and ensuring compliance with financing agreements. Ideal candidates will have a strong customer service...Senior
- InforCapital, partnership is seeking a Senior Investment Analyst in Chicago, Illinois to support the Teachers Retirement System's mission of managing pension assets for public educators in Illinois. You will conduct research on investment performance, assist in managing...Senior
$75k - $95k
A healthcare organization in Chicago seeks a Manager, Investment, Programmatic to supervise a team and manage client portfolios. The role involves developing programmatic strategies, ensuring campaign performance, and enhancing operational efficiency. Ideal candidates...Senior$125k - $135k
...Senior Portfolio Accountant Chicago, IL Position Summary... ...for a large-scale real estate investment platform. This role will manage... ...Manage JV, HoldCo, and SPE bank accounts, cash flow forecasting... ...data center, production studio, healthcare, government, universities,...SeniorInterim roleWork at officeRemote work1 day per week- National Equity Fund, Inc. (NEF), a leading non-profit syndicator of low-income housing tax credits (LIHTC), is seeking an Senior Investment Analyst to conduct a wide range of new business initiatives. The LIHTC program is the most important resource available today for...Senior
$128k - $268k
KeyCorp in Chicago is seeking an Associate to execute investment banking mandates and support business development in healthcare sectors. The ideal candidate has three years of healthcare investment banking experience, strong financial analysis skills, and the ability...Work at officeFlexible hours$103.5k - $242.65k
Milliman is seeking an experienced actuarial professional to lead a team of actuaries and analysts in Chicago, IL, while providing analytical support for healthcare actuarial product development. This role requires a Bachelor's or Master's degree in a quantitative field...Senior- Tyree & D'Angelo Partners is seeking an M&A Analyst to evaluate partnership opportunities and support deal execution within a fast-paced environment. The ideal candidate will have 1-3 years of experience in relevant fields, strong analytical skills, and proficiency with...
$98.44k - $153.56k
...they earn their promised retirement security. The Investments Team at TRS plays a critical role in advancing the... ...Summary Under the direction of an Investment Officer or Senior Investment Officer, the Senior Investment Analyst assists in coordinating and monitoring the...SeniorFull timePart timeLocal area- NTT DATA, Inc. is seeking an IT Consulting Sr. Sales/Healthcare Payer to sell complex IT services from Chicago. The ideal candidate will have at least 7 years in IT services sales, with 5 years specifically in the Healthcare Payer sector. Responsibilities include achieving...SeniorRemote work
$103.5k - $242.65k
...looking for an experienced actuary to lead a team in Chicago, Illinois. This role involves direct people management, developing healthcare actuarial products, and enhancing data quality analytics. Candidates must have at least 7 years of actuarial experience, relevant...SeniorRemote work$120k - $130k
...BACKGROUND TVG-Medulla, LLC is a multi-site healthcare management organization, with an... ...: Oak Brook, IL. (Hybrid) The Senior Financial Analyst will drive financial accountability across... ...to support strategic initiatives, investment decisions, and cost optimization efforts...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Banking Senior Analyst - Healthcare. Be the first to apply!
- investment analyst Chicago, IL
- investment specialist Chicago, IL
- senior investment analyst Chicago, IL
- investment banking analyst Chicago, IL
- investment officer Chicago, IL
- portfolio analyst Chicago, IL
- sr. content strategist Chicago, IL
- senior development executive Chicago, IL
- senior technical manager Chicago, IL
- senior procurement specialist Chicago, IL


