Healthcare Institutional Equity Sales Junior Associate

Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.

Join William Blair, the Premier Global Partnership.

William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.

We are committed to our people and culture, values, clients, and local communities.

What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries.

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.

We work tirelessly to create an inclusive culture and take pride in fostering employees’ professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.

Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder.

We invite you to learn about how we are seeking excellence in everything we do and empowering our clients’ success with passion, creativity, and rigor. For more information, visit williamblair.com.

Assist with client prospecting and client relationship development, seeking to gain understanding of client investment styles and needs. Accompany more experienced staff to sales meetings. Develop a comprehensive understanding of William Blair’s equity products and strategies. Seek to develop client relationships. Assist with cross selling efforts. Draft presentations for sales meetings.

Responsibilities include but may not be limited to:

• Assist Healthcare Sector Specialist with client prospecting and client relationship development. Seek to gain an understanding of client investment styles and needs. Accompany sales professionals to client meetings. Participate in relationship building outings and events.
• Develop and maintain a comprehensive understanding of William Blair’s equity products and pricing strategies. Attend research meetings, teach-ins and listen to analyst research findings.
• Develop relationships with counterparts at client organizations. Earn the trust and respect of client team through proactive communication, timely response to questions and the provision of extra effort to ensure client satisfaction.
• Seek opportunities to convey knowledge of equity research, products and investment opportunities to buy-side clients.
• Assist with cross-selling opportunities. Help identify possible leads through client interactions and research. Notify traders and more experienced staff to assist with the sales effort.
• Serve as a point of contact for clients when sales professionals are out of the office.
• Draft presentations for and participate in sales meetings.
• Assist with scheduling of roadshows, travel itineraries and expense reporting.
• Ensure all work transactions and products are aligned with firm and function policies, procedures and standards.
• Additional responsibilities as requested.

Qualifications:

• Bachelor’s Degree required; major in science subject preferred.
• 1-3 years of financial experience preferred.
• Knowledge of the equity markets and passion for investing.
• Demonstrated intellectual curiosity.
• Highly motivated, self-starter, and resourceful.
• Proven ability to multitask and manage changing priorities.
• Strong marketing, business development and selling skills.
• Strong organizational and prioritization skills.
• Strong verbal and written communication skills.
• Strong problem solving and analytical skills.
• Ability to work effectively in a team environment.
• Strong computer skills (Excel, Word, PowerPoint).
• SIE Exam, Series 7 and 63 required (must be obtained within first 90 days) for U.S.

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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 (bas