William Blair & Company, L.L.C. is a Chicago-based investment firm offering investment banking, asset management, equity research, institutional and private brokerage, and private capital to individual, institutional, and issuing clients. Since 1935, we have been committed to helping clients achieve their financial objectives. As an independent, employee-owned firm, our philosophy is to serve our clients' interests first and foremost. We place a high value on the enduring nature of our client relationships, the quality of our products and services, and the continuity and integrity of our people. William Blair & Company has offices in Chicago, Boston, London, New York, San Francisco, Shanghai, Tokyo and Zurich. For more information, please visit www.williamblair.com.

• Working fairly independently, coordinate with Portfolio Managers, Product Specialists, Client Services and domestic Trading desk the transitioning and rebalancing of portfolios to reflect PM’s decisions on model portfolios and adherence to client investment guidelines.  Allocate cash flows of accounts and monitor overall cash levels for client portfolios.  Identify and resolve discrepancies, perform account audits and ensure adherence to client specific trading directions.
• In coordination with domestic Trading desk, provide Portfolio Managers with ongoing information about market sentiment, trading environment, trading volumes and price volatility of securities held in client portfolios.  In conjunction with Product Specialists and Quant Group, develop and implement quantitative tools to analyze risk exposures from changes in portfolio structure.
• Participate in other projects as requested by Product Specialists and Portfolio Managers.

Qualifications

• 5 years of equity trading experience with an investment management firm, custodian or investment management consultant
• Bachelors degree in finance, accounting or business
• Series 7 and 66 (or 63 and 65) licenses required or must be obtained within 120 days of start date
• MBA and/or CFA or progress towards these advanced degrees a plus
• Commits to satisfying internal and external customers
• Detail oriented and able to prioritize tasks
• Delivers clear, effective communication and takes responsibility for understanding others
• Proficient in Linedata LongView or other recognized OMS
• Accustomed to working in a fast-paced, team oriented environment
• Works cooperatively with others to accomplish objectives 
• Utilizes independent thought and judgment 

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, LLC 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, sex, age, national origin, unfavorable discharge from 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