About this role
Join William Blair's Private Wealth Management team as an entry-level Associate I, Capital Markets. This role focuses on fixed income securities and market dynamics, while also supporting broader capital markets and corporate executive services activities. You will collaborate with senior team members and Wealth Advisors to deliver tailored investment solutions and exceptional client service.
What we are looking for 6
- Support fixed income activities (60-70% of role)
- Assist with fixed income and equity trade entry and support
- Engage with high-net-worth clients and Wealth Advisors
- Monitor and analyze fixed income market trends and economic indicators
- Coordinate with third-party managers for various investment solutions
- Prepare client reports and presentations