Investment Banking Full-Time Analyst 2026 - Fund Placement
Williamblair
Posted: March 19, 2026
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Quick Summary
Investment Banking Full-Time Analyst 2026 - Fund Placement is a challenging role that involves working with private market managers to advise on fundraising strategies, manage projects, and provide due diligence services.
Required Skills
Job Description
Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.
Join William Blair, the Premier Global Partnership.
About the Fund Placement team:
The William Blair Fund Placement team advises private market managers throughout the capital raising process, transaction execution, and the delivery of fundraising services to clients and prospects. We perform extensive fundraising advisory services and complete due diligence activities while working closely with the project management and distribution teams to advance projects, gather necessary information, convey relevant investor updates and present findings to clients.
Responsibilities include but may not be limited to:
• Take ownership of deal admin related tasks, such as maintaining deal trackers, scheduling investor calls, and updating Salesforce
• Provide advice to clients on fundraising strategy, structuring, timing, investors, and legal terms
• Assist in the development, production and delivery of proposals and presentations to clients and prospects
• Actively participate in client meetings and internal discussions
• Anticipate potential deal issues and pass concerns through to team members in real time
• Evaluate prospective fundraising clients
• Partner with global coverage teams
• Demonstrate curiosity and understanding of the various private market strategies
• Demonstrate an understanding of broader fundraising markets and potential implications to each client process
• Manage client data rooms
• Identify improvements to processes and propose solutions to complete tasks more efficiently
• 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 with an anticipated graduation date between December 2025 and June 2026
• Internship or prior work experience in financial services industry preferred
• Proven track record in university studies required
• SIE Exam, prior to beginning employment, and Series 7 and Series 63 within 90 days of employment
• Detail oriented with strong analytical abilities
• Excellent mathematical, writing, verbal and computer skills
• Critical thinking with problem-solving 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
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
$110,000—$110,000 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
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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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