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.

Responsibilities

• Execute trades for accounts according to the team philosophy; in addition to identifying divergence from target asset allocations and significant cash balance fluctuations. Recommend portfolio adjustments when raising or investing cash.   Monitor and oversee compliance regulations.  Ensure adherence to regulatory guidelines.
• Monitor portfolio performance; perform attribution analysis. Suggest new and relevant exhibits for use in client presentations as a result of analyses. Create the presentations to communicate our philosophy, process and performance on a quarterly basis.  Assist portfolio managers with reviewing portfolios and markets to discern developing trends. Anticipate the effect on portfolios and alert portfolio managers as necessary. 
• Assist with the development and implementation of policies and procedures that support the team and their specific needs and serve existing and prospective accounts.  For example:
• Build relationships with select accounts and consultants to better address their needs and determine additional opportunities.
• Integrate existing new client acceptance procedures, performance measurement and other related account functions, etc…
• Work with the portfolio managers and perform portfolio analytics on characteristics, performance and benchmarks.  Perform independent research and develop related analysis with the Portfolio Management.        

• 5 – 7 years of  Investment/ Portfolio Associate and/or Sales & Client Support Experience
• Progress toward CFA and/or MBA desired
• Series 7 and 66 (or 63 and 65) licenses required or must be obtained within 120 days of start date
• Experience with manager presentations, marketing and client review materials
• Analytical experience in aspects of investment product sales & support
• Knowledge of analytical tools (i.e., Factset, Frank Russell RPU, Axys, etc.)
• Experience in client service , portfolio management teams and/or research
• Team player and relationship builder who is also successful at working independently
• Self –motivated individual with a positive “can-do” attitude

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