Associate I, Alternatives & Private Capital Operations

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.

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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.

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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.

Investors rely on William Blair Private Wealth Management to activate their capital with purpose and precision. Our wealth advisors and their teams do this by delivering thoughtfully constructed, integrated wealth planning and by providing access to compelling investment opportunities. As one of the last true global partnerships in the investment industry, William Blair combines the world-class investment resources of a full-service global firm and the high-touch service, stability, and culture of an independent organization. This model empowers us to be singularly focused on our clients’ success across market cycles and across generations. The firm has been a well-respected provider of private wealth management since 1935 and has won several awards from Barron’s and Forbes for best wealth advisors and wealth advisor teams.

We are seeking a dedicated Associate I, Alternatives & Private Equity who possesses an operations focus to join our Private Wealth Management team. This role plays a part in supporting the operational aspects of our alternative investments and private equity strategies. The ideal candidate will have a background in operations management within financial services, along with an interest in alternative investments.

Essential Responsibilities:

• Learn how to preform basic operational aspects of alternative investments, ensuring accurate oversight of process and execution. 

• Collaborate with internal teams and external partners to facilitate smooth operational workflows. Alert team members of operational issues.

• Utilize technology and automation tools to optimize operational tasks and enhance scalability.

• Ensure adherence to regulatory requirements and internal policies related to alternative investments and private equity operations.

• Learn how to conduct operational risk assessments and how to implement controls to mitigate risks.

• Support basic compliance initiatives, including audit preparation and regulatory reporting.

• Generate and maintain accurate records and reports on investment transactions, portfolio performance, and operational metrics.

• Assist in preparing operational and performance reports for internal stakeholders and regulatory purposes.

• Additional responsibilities as requested

Qualifications:

• Bachelor's degree required 

• 1+ year of experience in operations management, due diligence, or financial services required 

• SIE Exam, Series 7 and 66 preferred; SIE exam and Series 7, 66 will need to be completed within 120 days (new hires - post 10/1/2018, for US only)

• Basic understanding of operational processes and workflows in investment management

• Knowledge of regulatory requirements and compliance considerations in financial services operations

• Analytical mindset with proficiency in data analysis and reporting tools

• Detail-oriented with strong organizational and problem-solving skills

• Effective communication skills, both written and verbal

A reasonable estimate of the current base salary range at time of posting is below. Base sal