Marketing and Project Coordinator

Areas of Interest:

Investment Banking


London, England

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 in more than 20 offices worldwide. For more information, please visit

Job Summary & Responsibilities:


1.        Provide prospecting and marketing support to senior bankers:

1)   Create and/or assist in development of standard / introductory pitch books

2)   Compiling of Meeting Profiles

3)   Update industry group boiler slides and banker bios

4)   Assist deal team with meeting note/data/prospecting entries in SalesForce.

5)   Miscellaneous other marketing or project-related work to support the group.

2.       Provide deal execution support for deal teams including but not  limited to:

1)   Find/confirm contact information for potential buyers

2)   Address instruction letters, and enter updates into SalesForce.

3)   Call log build out and updates in SalesForce.

4)   Proofread work.

5)   Anti-Money Laundering Process Support

6)   Deal toy design and management


  • Advanced proficiency in Microsoft Office Products (Powerpoint and Excel)
  • Strong time management and project management skills are required
  • Ability to exercise judgment and manage projects on self-sufficient basis
  • Ability to juggle multiple work streams at the same time
  • Strong attention to detail
  • Demonstrates clear, effective communication and interpersonal skills
  • Desire to work and excel in a team environment
  • Committed to satisfying internal and external customers

Background & Experience:

Indicate the professional background and educational experience required for this position.


·         Bachelor’s degree required, minimum GPA 3.0

·         Exposure to CRM systems desired, SalesForce preferred

·         Previous experience in a professional environment

·         German Speaker



Achieving Results

Analytical Thinking


Concern for Quality


Internal & Regulatory Compliance

Service Orientation


Technical Expertise

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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