Portfolio Specialist Portfolio Specialist …

William Blair & Company
in Chicago, IL, United States
Permanent, Full time
Last application, 16 Feb 20
Competitive
William Blair & Company
in Chicago, IL, United States
Permanent, Full time
Last application, 16 Feb 20
Competitive
Portfolio Specialist
Portfolio Specialist Areas of Interest:

Investment Management

Location:

Chicago, Illinois

Date Posted:

Feb-07-2020

Job ID:

2648

Share: Company Description:

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. 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 headquartered in Chicago and, together with its strategic partners, operates in more than 20 offices worldwide.

About the Team: William Blair Investment Management is committed to building enduring relationships with our clients and providing expertise and solutions to meet their evolving needs. We work closely with private and public pension funds, insurance companies, endowments, foundations, sovereign wealth funds, high-net-worth individuals and families, as well as financial advisors. We are 100% active-employee-owned with broad-based ownership. Our investment teams are solely focused on active management and employ disciplined, analytical research processes across a wide range of strategies, including U.S. equity, non-U.S. equity, fixed income, multi-asset, and alternatives. William Blair is based in Chicago with an investment management office in London and service offices in Zurich and Sydney. William Blair's fixed-income team employs a collaborative, team-based approach to portfolio management. The team manages four strategies, all of which seek to add value through time-tested security-selection processes and sound portfolio construction. The team collaborates actively with investment professionals throughout William Blair Investment Management, including portfolio managers, research analysts, macroeconomic analysts, quantitative analysts, and traders. Job Summary & Responsibilities: Develop and maintain detailed knowledge of William Blair investment strategies and products. Participate in client meetings and provide clients, prospects, consultants and intermediaries with investment product expertise. Collaborate cross-functionally with sales, marketing, research and portfolio management teams to design tailored marketing materials for client meetings and sales efforts. Perform detailed portfolio and investment strategy analyses. Evaluate risk and performance of each investment strategy and convey findings to portfolio managers and clients. Provide perspective in sales, marketing and investment-related activities within the Portfolio Specialist team. Responsibilities may include but are not limited to: Develop and maintain detailed knowledge of William Blair investment strategies and products. Maintain updated knowledge on industry trends and analyze how they may impact client investment strategies and products. Participate in client meetings and provide clients, prospects, consultants and intermediaries with investment product expertise and ongoing updates about the philosophy, process and performance of specific investment products. Develop detailed understanding of client investment expectations and goals. Promote product/portfolio-specific solutions to address client needs. Collaborate cross-functionally with sales, marketing, research and portfolio management teams to design tailored marketing materials for client meetings and sales efforts. These may include: product education and training materials, marketing books, regular commentaries, white papers, etc. Oversee and review the RFP/questionnaire process and ensure that responses appropriately address client needs. Perform detailed portfolio and investment strategy analyses. Evaluate risk and performance of each investment strategy and convey findings to portfolio managers and clients. Collaborate cross-functionally with sales, marketing, research and portfolio management teams to execute sales and client service plans. Regularly monitor and report on plan progress and key performance metrics. Provide perspective in executing functional activities such as fee and vehicle reviews, IT system reviews and the Environmental, Social and Governance (ESG) process. Provide perspective in sales, marketing and investment-related activities within the Portfolio Specialist team. Ensure all work activities are in compliance with applicable rules, regulations, policies and procedures. Additional responsibilities as requested. Qualifications:

 Bachelors Degree required; MBA of CFA preferred. 


5 10 years of experience in an institutional investment role such as Portfolio Manager or Portfolio Specialist required.  Series 7 and 63 licenses required.  Expert leveraging technology, specifically Blackrocks Aladdin suite of reporting tools, to perform fixed income risk and attribution measures and reports.  Detailed knowledge of investment strategies, portfolio construction, and analytical tools.  Strong sales and presentation skills.  Strong written and verbal communication skills.  Detailed knowledge of applicable regulations.  Ability to build relationships and collaborate with investment, sales, research, operations, marketing and product teams.  Ability to work independently in support of team goals.  Proficient in Excel, Bloomberg, and other investment industry standard data sources.
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