What are the responsibilities and job description for the Healthcare Institutional Equity Sales Junior Associate position at William Blair?
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
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
$80,000—$90,000 USD
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
Be 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
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.
- 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.
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
$80,000—$90,000 USD
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
Be 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)
Salary : $80,000 - $90,000
