Careers

Senior Investment Manager Analyst

Areas of Interest:

Private Wealth Management

Location:

Chicago, Illinois

Date Posted:

Oct-17-2017

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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 10 cities worldwide. For more information, please visit williamblair.com.

Job Summary & Responsibilities:

  • Develop and maintain research relationships with investment managers, industry contacts, and research vendors with a focus on Private Alternative Investments (Private Equity, Hedge Funds, Private Real Estate, Private Credit, etc). Participate in industry-related conferences and events. 

  • Generate research and collaborate with team to disseminate relevant manager performance information, market commentary, and portfolio activity to advisors on a regular basis. Provide insight into research needs to effectively meet client needs and remain competitive with market trends

  • Participating in client and prospect meetings to articulate the investment process and value proposition and facilitate discussions on investment consulting (IPS, strategy, etc), asset allocation, investment managers, and other pertinent topics.

  • Participate in other projects as requested by management and other team members. 

Qualifications:

  • Thorough understanding of financial products and securities industry, especially Alternative Investments
  • 7-10+ years directly related investment consulting, HNW advisory, or Family Office experience in a senior role
  • Dedicated Hedge Fund and Private Equity Funds research experience(inclusive of Private Equity, Private Credit, and  Private Real Estate funds).
    • Ability to source, conduct due diligence/underwrite, monitor, communicate
    • Manage regular calls, meetings, onsites with management; also meet with key external clients and internal wealth management teams
    • Coordinate with third party programs, CAIS, and iCapital
  • Proficient in MS Office and performance analytics software
  • CAIA, CFA or equivalent experience preferred
  • Bachelor's degree, emphasis in Finance or Accounting preferred
  • Series 7 and 65 licenses required or must be obtained within three months
  • Comprehensive understanding of investment products, portfolio construction, securities operations, and the servicing requirements of specific clients
  • Strong analytical and presentations skills
  • Delivers clear, effective communication and takes responsibility for understanding others
  • Detail oriented to ensure that high standards are met or exceeded
  • Proficient in Morningstar Direct, FActSet, and other industry research databases and programs

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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