Job details

INVESTMENT BANKING (EXPERIENCED) ASSOCIATE - FUND PLACEMENT

COMPANY DESCRIPTION:

Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities. Join the Premier Global Boutique: William Blair.

At William Blair, serving our clients starts with the capabilities and collaboration of our team—making our employees our most important asset. Unlike others, we're an independent partnership that is personally committed to our people and clients. What sets us apart is the way we do it—our culture, our values, and our commitment to local communities.

We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.

Currently, our firm has more than 2,100 employees throughout North America, Europe, Asia and Australia.

A top priority of ours is talent development, fostering professional and personal growth of our employees. We take pride in empowering our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients have come to expect.

We work tirelessly to create an inclusive culture. Our employees have unique experiences, perspectives and backgrounds to thoughtfully meet the evolving challenges and opportunities facing our global client base amid dynamic market conditions and varying industries, whether technological, economic or geopolitical.

We are equally proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder more than 85 years ago.

For more information about our firm, log onto www.williamblair.com.

JOB SUMMARY & RESPONSIBILITIES:

The William Blair Fund Placement team advises private market managers throughout the capital raising process. Transaction execution and the delivery of fundraising services to clients and prospects. Perform extensive fundraising advisory services and complete due diligence activities. Work closely with the project management and distribution teams to advance projects, gather necessary information, convey relevant investor updates and present findings to clients. Provide training and mentorship to less experienced staff.

Essential Responsibilities

Provide advice to clients on fundraise strategy, structuring, timing, investors and legal terms. Utilize creative approaches to analyses that illustrate key fundraising concepts/messages. Carefully review and provide guidance to Analysts’ work.
Demonstrate thorough knowledge of the various private market strategies. Assimilate information to perform insightful analyses.
Anticipate potential deal issues and pass concerns through to team members in real time.
Actively participate in development of all materials related to the fundraising process. Respond to prospective investor due diligence questions.
Demonstrate an understanding of broader fundraising markets and potential implications to each client process.
Manage fundraising process, include investor tracking and client communications.
Engage, with analysts, in the development of marketing materials that highlight the competitive advantage of William Blair Private Capital Advisory.
Actively participate in client meetings and internal discussions.
Identify improvements to processes and propose solutions to complete tasks more efficiently.
Take ownership of client relationships. Foster effective dialogue with finance and accounting staffs to facilitate processes. Anticipate needs and challenges and provide seamless solutions.
Act as “on the job” trainer for analysts, providing constructive feedback. Focus on improving the quality of analyst and summer intern work product. Ensure senior team knows the valuable contributions of all team members.
Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.
Additional responsibilities as requested.

QUALIFICATIONS:

Qualifications

Bachelor’s Degree required
Prior fundraising, investor relations or private placement experience required; 2-5+ years work experience strongly preferred
SIE Exam, Series 79, and Series 63 must be acquired
Detail oriented with strong analytical abilities
Excellent writing, verbal and computer skills
Critical thinking with problem-solving skills
Ability to adapt to new tasks with little notice
Ability to manage expectations of senior bankers while working on multiple projects simultaneously
Effective leadership and coaching skills
Strong desire to win
Sound judgement
Deep, sophisticated understanding of private markets and the fundraising process
Commitment to satisfying internal and external customers
Travel required: approximately 10% to 30%

In accordance with New York City’s Pay Transparency Law, a reasonable estimate of the salary range is $175,000-$225,000 at the time of posting. Base salary does not include other forms of compensation or benefits.

By William Blair

Empower Colleagues. Deliver Client Success. Engage in Our Communities. At William Blair, serving our clients begins with the capabilities and collaboration of our teams - making our employees our most important asset. We believe that when we cre...

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FUNDING

Private

INDUSTRY

Investment & Asset Management

TEAM SIZE

1001-5000

LOCATION

Hybrid, based in Chicago, IL

DATE POSTED