Job Description

Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.Join William Blair, the Premier Global Partnership.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. We perform extensive fundraising advisory services and complete due diligence activities while working closely with the project management and distribution teams to advance projects, gather necessary information, convey relevant investor updates and present findings to clients.Responsibilities include but may not be limited to:Take ownership of deal admin related tasks, such as maintaining deal trackers, scheduling investor calls, and updating SalesforceProvide advice to clients on fundraising strategy, structuring, timing, investors, and legal termsAssist in the development, production and delivery of proposals and presentations to clients and prospectsActively participate in client meetings and internal discussionsAnticipate potential deal issues and pass concerns through to team members in real timeEvaluate prospective fundraising clientsPartner with global coverage teamsDemonstrate curiosity and understanding of the various private market strategiesDemonstrate an understanding of broader fundraising markets and potential implications to each client processManage client data roomsIdentify improvements to processes and propose solutions to complete tasks more efficientlyMentor summer interns and invest in teaching subsequent classes of analysts, imparting best practicesEnsure all activities are in compliance with applicable rules, regulations, policies and proceduresAdditional responsibilities as requestedQualifications:Bachelor’s Degree required with an anticipated graduation date between December 2026 and June 2027Internship or prior work experience in financial services industry preferredProven track record in university studies requiredSIE Exam, prior to beginning employment, and Series 7 and Series 63 within 90 days of employmentDetail oriented with strong analytical abilitiesExcellent mathematical, writing, verbal and computer skillsCritical thinking with problem-solving skillsAbility to adapt to new tasks with little noticeAbility to manage expectations of senior bankers while working on multiple projects simultaneouslyEffective leadership and coaching skillsStrong desire to winSound judgementDeep, sophisticated understanding of accounting and financeCommitment to satisfying internal and external customersWilliam Blair is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position.This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits. Salary Range$110,000—$110,000 USDAbout Our FirmWilliam Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, and Asia. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com.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/vBe aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.Download William Blair's privacy policies for job applicants:California Consumer Privacy Act Privacy Notice (CCPA)General Data Protection Regulation Privacy Notice (GDPR)Contact us should you have any questions or concerns.

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