Careers

Corporate Access Manager

Areas of Interest:

Asset Management

Location:

Chicago, Illinois

Date Posted:

Nov-28-2017

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Company Description:

William Blair is committed to building enduring relationships with our clients and providing expertise and solutions to meet their evolving needs. We work closely with private and public pension funds, insurance companies, endowments, foundations, sovereign wealth funds, high-net-worth individuals and families, as well as financial advisors. We are 100% active-employee-owned with broad-based ownership. Our investment teams are solely focused on active management and employ disciplined, analytical research processes across a wide range of strategies, including U.S. equity, non-U.S. equity, fixed income, multi-asset, and alternatives. William Blair is based in Chicago with an investment management office in London and service offices in Zurich and Sydney.

William Blair Investment Management, LLC and the investment management division of William Blair & Company, L.L.C. are collectively referred to as "William Blair."

Job Summary & Responsibilities:

  • Establish the corporate access function within Investment Management to include working with internal investment teams to strategically identify needs and companies to develop relationships with.
  • Establish an efficient and reliable process to coordinate company meeting requests and gather data from our investment staff. 
  • Ensure that company meetings are recorded in William Blair’s Research Management System  and all meeting details are properly coordinated. 
  • Coordinate with investment staff to plan large investor trips, including scheduling company meetings, confirming attendees and travel logistics.
  • Function as primary point-of-contact for sell-side non-deal roadshow meetings that William Blair  investment staff may have an interest in participation (and, as required, coordinate any payments due to sell-side firms for related corporate access services provided).
  • Coordinate with sell-side firms for our attendance of sponsored investor conferences, including access to “one-on-one” company meetings.  Ensure that all company meetings at sell-side conferences are fully accounted for in our meeting records (and, as required, coordinate any payments due to sell-side firms for related corporate access services provided).
  • Oversee on-site management of events where necessary.
  • Produce & distribute periodic and ad hoc reports to summarize company meeting activities for the team and reporting on internal service level agreements.

Qualifications:

  • Bachelor’s degree required.
  • 10+ years of experience in the financial services industry.
  • Ability to identify and analyze critical issues.
  • Can handle sensitive information with discretion.
  • Ability to multi-task and prioritize workload.
  • Pro-active approach and flexible to change.

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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