Senior Investment Analyst

Areas of Interest:

Consulting Services, Private Wealth Management


Chicago, Illinois

Date Posted:


Job ID:


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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:

  • Source, conduct investment due diligence/underwrite, monitor and communicate with third-party traditional investment managers through regular calls, meetings, and on-sites with management
  • Develop and maintain research relationships with investment managers, industry contacts, and research vendors covering investments in US equity, non-US equity fixed income, and non-traditional strategies across mutual fund, ETF, alternative, and separately managed account vehicles.  
  • Act as lead member on team, guiding and mentoring peers, representing group as a tenured expert, contributing to the training and development of colleagues.
  • Generate research and collaborate with team to disseminate relevant manager information, market commentary, thought leadership, and asset allocation strategy to advisors on a regular basis. Provide relevant research insights and provide a high-level of client service;
  • Help position business at the forefront of competitive with market trends
  • Coordinate with integrated third party investment platforms and research partners
  • Business development: participating in client and prospect meetings to articulate investment process and value proposition
  • Participate in other projects as requested by management and other team members. 
  • Attend industry-related conferences and events; conduct research and client meetings as needed.


  • Thorough understanding of holistic investment advice and asset management industry
  • 10+ years directly related investment consulting, HNW advisory, asset management, or family office experience
  • Proficient in performance analytics software
  • CAIA, CFA or equivalent experience preferred
  • Bachelor's degree, emphasis in Finance, Economics, 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
  • Critical-thinker, solutions-focused, ability to manage an array of workflows
  • Delivers clear, effective communication and takes responsibility for understanding others
  • Detail-oriented, self-starter, positive attitude, team player.
  • Proficient in Morningstar Direct, FactSet, Zephyr, FI360, 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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