Careers

Corporate Access Associate

Areas of Interest:

Investment Management

Location:

Chicago, Illinois

Date Posted:

Dec-11-2018

Job ID:

1545

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Company Description:

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. 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 headquartered in Chicago and, together with its strategic partners, operates in more than 20 offices worldwide.

Job Summary & Responsibilities:

The aim of the group is to act as a central point of contact within the firm and the coordinating body for all corporate access events, including bespoke field trips and site visits, sector-specific conferences, road shows and conference calls. This role requires liaising between William Blair investment teams, corporates and the sell-side brokers organizing these interactions.

The Corporate Access Associate will be responsible for originating and managing events across the globe, and also be accountable for the technology solutions that will be implemented to track and record them. S/he will be responsible for the management of access to corporates, experts, and government entities; including on-and off-site meetings, site visits, conference calls, roadshows, investment conferences, and bespoke research trips.
  • Act as point of contact with company management teams (CEOs, CFOs, and other C-suite, Investor Relations, etc.) to request and secure meetings for our investment professionals, representing William Blair in an appropriate and compelling manner, and ensuring a positive user experience.
  • Build external relationships with corporate Investor Relations teams, sell-side Corporate Access Desks, and third party vendors.
  • Develop internal relationships with Investment Group associates to understand their investment philosophy and workflow.
  • Manage logistics associated with corporate access interactions.
  • Maintain data related to corporate access engagement and usage rates by investment teams.
  • Work collaboratively with partners across the organization, including Broker Liaisons, Commission Mgmt, Trading, and Compliance.
  • Track corporate access activity, both William Blair originated and broker provided. Maintain a database of pertinent Corporate Access information for analysis and reporting.
  • Others duties as requested by management.

Qualifications:

  • Bachelor’s Degree required.
  • 2–5 years of financial services experience, and ideally, prior experience in Corporate Access, Investor Relations or related financial services.
  • Strong project/program management skills.
  • Ability to collaborate across multiple functions.
  • Attention to detail and quality.
  • Customer service oriented.
  • Strong written and verbal communication skills.
  • Problem resolution skills.

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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