Product Specialist II
William Blair Company 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 has office locations in 12 cities, including London, New York, Shanghai, and Zurich. For more information, please visit www.williamblair.com.
Responsibilities
- Assists Product Specialist and portfolio managers with analytical analysis of client portfolios; assist in directed research projects resulting in written reports, white papers and marketing support pieces. At the direction of the Product Specialist assist Client Relationship Managers and Sales in review meetings and searches.
- Participates in investment strategy meetings with portfolio managers and assist in portfolio construction research and development of new products. At the direction of the Product Specialist, assist in consultant studies and presentation of products.
- Coordinate projects with the Quant Group, Performance Team and such other Operational areas as directed by the Product Specialist.
- Participate in other projects as requested by management
Qualifications
- More than 5 years of direct participation in investment management with a top tier investment management or consulting firm.
- Progress towards a CFA required.
- Series 7 and 63 required
- Work towards an MBA desirable.
- Strong commitment to participating in investment decision making
- Exceptional analytical skills with proven ability to contribute to investment idea generation.
- Proficient in Excel, Bloomberg, Factset and other investment industry standard data sources.
- Accustomed to working in a fast-paced, team oriented environment.
- Utilizes independent thought and judgment.
As a William Blair Company associate, you’ll enjoy Medical, Dental, Life and ADD 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, discounted commissions on trades, and discounts at restaurants, museums, parks and retailers.
William Blair Company, L.L.C. 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.
EOE m/f/d/v
Leave a Reply
You must be logged in to post a comment.