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 independently, retains and enhances relationships with assigned institutional clients. Exhibits a thorough understanding of assigned account requirements. Works closely with sales and product specialists to coordinate all new sales and support activities for new assigned accounts.
• Provides investment product sales to assigned accounts through frequent client meetings and discussions covering investment strategy, performance, new products and market developments.
• Participate or complete other assignments, duties or projects as assigned by management.

• Series 7 and 66 licensed
• Five or more years of directly related experience required in either Portfolio Management, Sales & Marketing, or Relationship Management
• CFA or significant progress towards a CFA required
• MBA desirable
• Extensive experience in managing complex investment expectations
• Broad knowledge of capital markets and economics\Demonstrated ability to work in a team environment
• Experience in making presentations to institutional investors
• Possesses in-depth knowledge of investment strategies and advisory skills for TAA
• Delivers clear, effective communication and takes responsibility for understanding others

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.

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