William Blair & Company is a global investment banking and asset management firm. We are committed to building enduring relationships with our clients and providing expertise and solutions to meet their evolving needs. An independent and employee owned firm, William Blair is based in Chicago, and has office locations in 11 cities, including London, New York, Shanghai, and Zurich. Department
Responsibilities Research - Review and evaluate investment ideas from all sources including: Buy side, Sell side, Wall street. Many PM's function as buy side analysts in specific research terms. Portfolio Construction - Assemble, monitor and interpret client portfolios by assessing the securities selection through individual and industry sector weights, market capitalization mix, and overall risk/return profile. Client Service - Counsel clients on all facets of the investment overview both with regard to their specific portfolio and how this portfolio fits into their complete financial profile. Visit clients on site and report on results and outlook to family or board. Provide interim updates via written reports and telephone contact. Coordinate with other outside advisors including consultants, planners, accountants, insurance professionals and others. Administration - Oversee the work of the Portfolio Administrators and interface as needed with other support personnel including Accounting, Systems, Trading and Administration. Marketing - Initiate and participate in new business development via internal and external referrals and by working closely with the Marketing staff. Other - Provide insight and leadership as appropriate to further Investment Management Department.
Series 7 and 66 (or 63 and 65) licenses required or must be obtained within 120 days of start date Seven or more years of industry related support experience required Bachelor's degree, in Finance or Accounting required; MBA desirable Chartered Financial Analyst (CFA) accreditation is preferred Comprehensive understanding of investment products, securities operations, and the servicing requirements of specific clients Able to provide direction in order to build a strong team environment Proficient with Microsoft Office products Works cooperatively with others to accomplish objectives Delivers clear, effective communication and takes responsibility for understanding others; Commits to satisfying internal/external customers Strong accounting and financial analysis skills Detail-oriented to ensure that standards are met or exceeded Additional Info
As a William Blair & Company associate, you’ll enjoy Medical, Dental, Life and AD&D Insurance, along with a generous profit sharing program that includes a 401K plan in addition to a firm contribution. We also offer three weeks of vacation, flexible spending accounts, a business casual dress code, a 75% discounted commissions on trades, and discounts at restaurants, museums, parks and retailers.
William Blair & Company, L.L.C. 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.