Institutional Business Development Associate, Zurich

Areas of Interest:

Investment Management


Zurich, Switzerland

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, with offices in 18 cities across four continents. For more information, please visit

About the Team:

The Business Development team works with all of the major investment consultants and many of the largest and most sophisticated plan sponsors in the industry.  The senior members average over 20 years’ experience with advanced degrees and/or CFAs.  The group consistently ranks in the top decile in the industry on relationship manager scores and responsiveness.  The group has been a primary contributor to asset and revenue growth for William Blair and is highly visible within the firm.  

The Business Development Associate role represents a unique opportunity to support this top performing team in a fast paced yet mentoring environment.  Proven ability to work well in a team environment is a must.  This role is based in Zurich.

Job Summary & Responsibilities:

  • Provides support to the institutional business development team. Manages day-to-day communications and requests for information from plan sponsors and investment consultants. Responds to consultant/plan sponsor requests for information, writes tailored initiation and follow-up correspondence, and tailors marketing and communication materials to specific audiences. 
  • Works with Marketing Communications to prepare custom presentation materials for finalist interviews, consultant and prospect meetings. Prepares competitive analysis and background information to best present the firm’s investment capabilities.
  • Maintains strong working relationships and coordinates with internal investment professionals and marketing support teams to meet the needs of consultants / plan sponsors. Reviews and edits questionnaires, RFPs / RFIs, and ad hoc data information requests from plan sponsors and consultants. May eventually take on responsibility for hosting on-site meetings with prospects and investment consultants.
  • Maintains a strong working knowledge of key prospects and consultants in the territory. Identifies priorities and opportunities in the territory utilizing Salesforce CRM database, other industry databases, and close working relationship with senior business development professional. Responsible for working closely with assistant to document meetings and opportunities in Salesforce CRM system.
  • Maintains a strong working knowledge of the firm’s marketable investment strategies, including differentiators, strategy descriptions, fee schedule, etc.
  • Participate in other projects as requested by management.


  • Minimum of 3 to 5 years of experience in asset management or comparable industry (investment consulting, plan sponsor, etc.).
  • Bachelor’s degree required. Progress towards a CFA highly desirable.
  • Sound understanding of the institutional investment business including plan sponsors and investment consultants. Understanding of the firm’s investment strategies or an ability to learn quickly.
  • Excellent written and verbal communication skills.
  • Ability to maintain a positive work atmosphere by communicating effectively with clients / prospects / consultants, management and peers.
  • Able to multi-task and prioritize numerous projects and tight deadlines.
  • Highly professional, organized, accurate and detail oriented.
  • Able to travel occasionally throughout Europe.

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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