Investment Banking Vice President - Fund Placement

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The William Blair Fund Placement team advises private market managers throughout the capital raising process. Transaction execution and the delivery of fundraising services to clients and prospects. Perform extensive fundraising advisory services and complete due diligence activities. Work closely with the project management and distribution teams to advance projects, gather necessary information, convey relevant investor updates and present findings to clients. Provide training and mentorship to less experienced staff.

Responsibilities May Include But Are Not Limited To

• Assist in the targeting and closing of new deal opportunities.
• Participate in selling/pitching William Blair’s services/products to clients and prospects, leveraging understanding of macro trends and strategic direction of clients to win business.
• Provide advice to clients on fundraising strategy, structuring, timing, investors, and legal terms
• Drive day-to-day activities for presentation development. Suggest methods for positioning and highlighting the competitive advantage of William Blair Private Capital Advisory.
• Lead development of all materials related to the fundraising process. Respond to prospective investor due diligence questions.
• Build and maintain relationships with client senior executives. Consistently exceed client expectations. Assume role of day-to-day client contact for questions, comments, inputs and deal related matters.
• Leverage expertise of products, industries, and finance/accounting topics to develop key themes for positioning of research/analytic deliverables.
• Suggest innovative approaches for due diligence, research and analysis efforts. Anticipate and address needs of senior team members and proactively identify probable deal issues, providing thoughts and perspective on resolution.
• Review all analyst and associate work for consistency, correctness and formatting, taking responsibility for client materials and reports.
• Offer creative and insightful resolution to issues or problems arising in execution and origination.
• Provide thought leadership to streamline processes and improve efficiency and effectiveness. Provide ongoing guidance and spot corrections to improve team efficiency.
• Act as lead “on the job” trainer for associates and analysts, providing constructive feedback. Articulate the roles and objectives for junior team members. Share relevant deal/client context with the junior team. Provide motivation and guidance for the team.
• Actively participate in recruiting and training activities.
• Ensure all activities are in compliance with applicable rules, regulations, policies and procedures.
• Additional responsibilities as requested.
  
  

Qualifications

• Bachelor’s Degree required
• Prior investment banking experience required; 4 years experience, with 1 being at the Vice President, strongly preferred
• Prior fundraising, investor relations or private placement experience required
• Detail oriented with deep analytical abilities
• Superior mathematical, writing, verbal and computer skills
• Ability to adapt to new tasks with little notice
• Ability to manage expectations of senior bankers while working on multiple projects simultaneously
• Effective leadership and coaching skills
• Ability to lead transaction processes and pitch new business with moderate senior banker oversite
• Strong desire to win
• Sound judgement
• Remains calm and focused under pressure
• Demonstrates respect for individuals
• Expertise in accounting and finance
• Exhibits creativity and originality in approach to analysis and work product
• Commitment to satisfying internal and external customers
• SIE Exam and Series 7 must be acquired
• Travel required: 20 to 40%
  
  

A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position.

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

$275,000—$275,000 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.

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