Investment Marketing Analyst

2 weeks ago


Chicago, Illinois, United States William Blair Full time

As an Investment Marketing Analyst at William Blair, you will deepen your understanding of our institutional investment strategies and offerings. Your role will involve gathering insights on our investment philosophy, product features, and performance metrics.


Key Responsibilities:

  • Regularly review and update information in external consultant and independent databases, serving as a subject matter expert to ensure consistency in proposals.
  • Provide analytical assistance to business development and client service teams across the Investment Management division, as directed by senior analysts.
  • Develop a comprehensive understanding of all William Blair Investment Management data systems, including their unique functions and purposes.
  • Ensure compliance with relevant rules, regulations, policies, and procedures in all work activities.

Qualifications:

  • A Bachelor's Degree in a finance-related field is preferred.
  • 2 to 5 years of experience in database marketing is preferred; experience in the financial services sector is required.
  • CFA Institute Investment Foundations certification is a plus.
  • Strong project management and prioritization skills.
  • Excellent analytical abilities.
  • Capability to collaborate effectively across various functions.
  • Meticulous attention to detail and quality.
  • Familiarity with investment concepts, products, and relevant regulations.
  • Proficiency in Microsoft Office applications.


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