Business Project Manager - Investment Management

Areas of Interest:

Investment Management


Chicago, Illinois

Date Posted:


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Company Description:

William Blair 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, together with its strategic partners, operates worldwide.

About the Team:

The project management team supports Investment Management’s strategic objectives by driving the execution of a wide range of business and technology projects. Team members engage in project prioritization, planning, execution, and analysis, with a strong focus on ensuring high-quality deliverables and successful project completion. The team works collaboratively with professionals throughout William Blair with a goal of making the project-delivery process more effective and efficient for all project participants.

Job Summary & Responsibilities:

Manage and successfully complete projects for assigned business area(s).  Assist more senior project management staff with project planning and execution activities.  Utilize project management skills, tools and best practices throughout the project lifecycle to deliver results.  Partner with business unit management to establish project objectives, goals, scope, timing and deliverables. Ensure that all targets and requirements are met and are completed on schedule and within budget. Inform business stakeholders of key issues that may impact project completion, budget, or other results.  Assist in the development and implementation of PMO tools to enhance effectiveness and deliver results.

Responsibilities may include but are not limited to:
  • Develop relationships with assigned business area(s).  Develop a comprehensive understanding of their business functions, future strategic goals, and business challenges.
  • Obtain input from business area management through interviews, business analysis and other information gathering efforts to identify potential project needs. Analyze the associated costs/benefits of potential projects.
  • Develop detailed project objectives, scope, goals, and deliverables for projects of moderately complex scale.  Define tasks, identify project resources, and assign individual responsibilities.  Draft project budgets for input from senior team members.  Obtain stakeholder approval of scope, timeline and budget.
  • Under guidance of more senior project managers, assist in project planning and execution activities for large scale, highly complex projects.
  • Coordinate project staff and vendors, ensuring projects meet timing, budget, and quality objectives.  Manage day-to-day operational aspects of projects, providing direction and support to project team and vendors.  Update plan as appropriate to meet changing objectives.
  • Track project status using appropriate tools.  Ensure that project issues are addressed in a timely manner.  Escalate complex issues to more senior staff for assistance if necessary.  Report on progress of projects and possible project risks to stakeholders, as appropriate.
  • Perform analyses and create documentation to support business and project objectives, including requirements, RFPs, test strategies/test scripts, project issue logs, and other deliverables as required. 
  • Develop and maintain knowledge of project management techniques.  Assist in the development and implementation of PMO tools and techniques.


  • Bachelor’s Degree required, advanced degree preferred.
  • PMP certification preferred.
  • 3+ years of project management experience with increasing levels of responsibility and demonstrated success in leading project teams and business analysis.
  • Proficient project management skills in all phases of projects (e.g., planning, budgeting, scheduling, execution, communication, documentation, project tools and change management). 
  • Strong communication skills, including presentation skills and the ability to convey technical concepts to multiple audiences.
  • Strong business analysis skills.
  • Knowledge of investment industry concepts and market trends and their potential impact on firm business strategies and operations.
  • Commitment to quality, including satisfying internal and external customers.
  • Ability to proactively resolve problems in a timely manner.

As a William Blair 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 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.

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