Associate I, PWM Capital Markets

William Blair • Chicago, IL

2d

About The Position

William Blair is seeking an entry-level Associate I to join the Capital Markets team within Private Wealth Management. The role focuses primarily on fixed income, while also supporting broader Capital Markets and Corporate Executive Services (CES) activities. The Associate supports fixed income securities, market analysis, options-based strategies, exchange funds, direct indexing, and client-service processes. The position collaborates with senior team members and Wealth Advisors to support investment solutions aligned with clients’ objectives and risk tolerances, including third-party manager proposals, onboarding, and ongoing servicing.

Requirements

• Bachelor's degree required.
• At least 1 year of experience within the financial services industry required.
• SIE, Series 7, 63, and 52 licenses required; must be acquired within 180 days of employment.
• Ability to carry out processes related to fixed income, Capital Markets, and CES investment solutions and client-service activities.
• Basic analytical skills, including interpreting financial data, market trends, interest rate movements, and economic indicators.
• Basic understanding of financial analysis software and tools, including Bloomberg and FactSet.
• Client-focused orientation and commitment to exceptional service for clients, Wealth Advisors, and internal partners.
• Strong communication and interpersonal skills, including the ability to explain complex concepts clearly and coordinate effectively with team members and third-party managers.
• Experience using Microsoft Excel, Word, and PowerPoint.
• Detail-oriented and proactive, with the ability to work independently and collaboratively across fixed income and broader Capital Markets responsibilities.

Nice To Haves

• Advanced degree or professional designation preferred.

Responsibilities

• Support fixed income activities, representing approximately 60–70% of the role, and broader Capital Markets and CES responsibilities, representing approximately 30–40%.
• Assist with fixed income and equity trade entry and related trade support, including gathering required information, verifying trade details, and coordinating accurate and timely execution.
• Engage with high-net-worth clients and Wealth Advisors to understand investment needs, risk tolerance, financial goals, and service requirements.
• Support fixed income strategies, including asset allocation, duration management, and credit quality analysis.
• Monitor and analyze fixed income market trends, interest rate movements, economic indicators, and other relevant market developments.
• Support Capital Markets and CES activities, including corporate share buyback account opening and money movements, and provide backup coverage for other team functions.
• Coordinate proposal requests, onboarding, and ongoing servicing with third-party managers and solution providers, including options overlay managers, exchange fund providers, and direct indexing providers.
• Support preparation of client reports, presentations, and related materials.
• Perform additional responsibilities as requested.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level