Investment Banking Director - Private Capital Advisory, GP-Led Secondaries

Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.

Join William Blair, the Premier Global Partnership.

William Blair’s GP-led Secondary Advisory team of experts provide financial sponsors and their investors with holistic, bespoke solutions across all stages of the private equity lifecycle. The private equity community relies on us for guidance and expertise when navigating GP-led transactions (e.g., single- and multi-asset continuation vehicles, spin-outs & spin-ins, strip sales, NAV loans, tender offers and other transaction types). A Director in GP-led secondaries will lead deal execution, pursue high-quality transactions, and play an active role as a senior leader of the team.

Responsibilities include but may not be limited to:

• Contribute to annual revenue targets set forth by senior management by identifying, recommending and closing new deal opportunities.

• Participate in selling/pitching the firm’s products/services. Work with VPs, associates and analysts to appropriately position pitch, utilize unique and creative analyses approaches to showcase offerings and develop materials that engage and inform clients.

• Develop and define product offerings/strategies, leveraging expertise, William Blair intellectual capital, as well as knowledge of client issues and core business drivers. Keep clients apprised of latest product offerings and most current trends and market intelligence.

• Lead the execution of various product offering strategies on behalf of the firm’s clients. Ensure communication and knowledge sharing with Investment Banking teams.

• Maintain effective client partnerships. Proactively identify relevant strategic issues and core drivers of client business. Provide client with high quality advice and insights.

• Target new business opportunities, expanding relationships with existing clients and identifying new clients and referral sources.

• Maintain knowledge of current market conditions and macro and microeconomic themes that drive markets and investor sentiment.

• Coach, mentor and actively guide team members. Encourage team to improve process efficiency and effectiveness.

• 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:

• Bachelor’s Degree required

• MBA strongly preferred

• Previous investment banking experience required, 9+ years strongly preferred (ideally, in a GP-led secondary advisory or secondary investment role)

• SIE Exam, Series 79, and Series 63 must be acquired

• Strong ability to lead transaction processes and pitch new business with minimal senior banker oversite

• Strong ability to work on multiple projects and transactions

• Ability to supervise and serve as a role model for junior staff and target areas for their development

• Act as a team player that fosters sense of teamwork and community by participating in recruiting, reviews, mentoring, and firm committees

• Strong work ethic and ability to work in an entrepreneurial culture

• Detail oriented with deep analytical abilities

• Superior mathematical, writing, verbal and computer skills

• Strong desire to win

• Sound judgement

• Remains calm and focused under pressure

• Deep, sophisticated understanding of accounting and finance

• Commitment to satisfying internal and external customers

• Travel required: 30 to 60%

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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
$300,000—$300,000 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.

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