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 18 cities across four continents. For more information, please visit williamblair.com .
About the Team: The Marketing and Product Support team at William Blair strives to seek out value added tasks that will increase the efficiency of our Investment Banking execution teams by reducing the administrative burden placed on junior bankers as well as provide additional needed support to senior bankers. The team executes repeatable processes to provide support on active deal related projects, Salesforce/prospecting projects, standard marketing related projects, and other ad hoc/administrative and market development projects as needed.
Job Summary & Responsibilities: Provide prospecting and marketing support to senior bankers:
Create and/or assist in development of standard / introductory pitch books.
Compile Public Information Books.
Update industry group boiler slides.
Prospect list ID and creation.
Group pipeline management / updates.
Miscellaneous other marketing or project-related work to support the group.
Provide deal execution support for deal teams including but not limited to:
Create transaction template materials (memo, management presentation, instruction letter, etc.); set up files on server drives.
Build buyer lists / profiles; find confirm contact information for potential buyers.
Address and send out Confidentiality Agreements and enter updates into SalesForce.
Scan executed Confidentiality Agreements for electronic storage.
Address and send out instruction letters, and enter updates into SalesForce.
Previous experience in a professional environment.
Previous administrative or project coordination experience.
Exposure to CRM systems desired, SalesForce preferred.
Advanced proficiency in Microsoft Office Products.
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.
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. EOE m/f/d/v