Summer 2027
Private Wealth Management Intern
Posted on 8/9/2026
William Blair
1,001-5,000 employees
Investment banking, research, brokerage, asset management
Compensation Overview
$23/hr
Chicago, IL, USA
In Person
Bachelor's
 Finance & Banking (1) |
|---|
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- Currently pursuing a bachelor's degree with an expected graduation date between December 2027 and June 2029.
- Minimum cumulative GPA of 3.5 or higher.
- Strong analytical, organizational, and problem-solving abilities.
- Proficiency in Microsoft Office, particularly Excel and PowerPoint.
- Excellent communication, interpersonal, and presentation skills.
- Ability to manage multiple priorities in a fast-paced, team-oriented environment.
- Demonstrated interest in Private Wealth Management and financial markets.
- High level of professionalism, initiative, and intellectual curiosity.
- Prepare client presentations and financial analyses.
- Conduct research on financial markets, investment strategies, and economic trends.
- Support portfolio reviews, performance analysis, and account-related initiatives.
- Assist with CRM updates, data management, and reporting processes.
- Observe client meetings and internal strategy discussions, where appropriate.
- Participate in team projects and firm-wide intern programming.
William Blair is a privately held, employee-owned financial services firm offering investment banking, equity research, brokerage, asset management, and private capital services. It combines advisory, research, trading, asset management, and private capital solutions to help clients raise, invest, and manage capital. Being privately held and employee-owned can influence client relationships and decision-making, and the firm provides multiple services under one roof as a single partner for diverse needs. Its goal is to help clients grow and protect capital through comprehensive financial services across advisory, research, trading, asset management, and private capital solutions.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
$409M
Headquarters
Berlin, Germany
Founded
1935
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Simplify's Take
What believers are saying
- July 2026 Global Leaders Select launched with $225 million seeded capital.
- William Blair added Michael Allwin and Rishi Sethi during 2026 hiring momentum.
- Completed Inner Circle Sports acquisition and $820 billion advisory volume bolster 2026 credibility.
What critics are saying
- Rainmaker departures to boutiques erase advisory fees and client relationships quickly.
- SEC recordkeeping penalties from the 2023 order still threaten compliance culture and trust.
- Inner Circle Sports integration fails, and sector expansion distracts bankers from core middle-market coverage.
What makes William Blair unique
- Employee-owned independence aligns bankers and clients without public-company pressure.
- Global research plus banking spans equities, M&A, brokerage, and private capital.
- Inner Circle Sports adds rare team-sports deal access and specialized sector credibility.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Health Savings Account/Flexible Spending Account
401(k) Retirement Plan
401(k) Company Match
Paid Time Off
Parental Leave
Fertility Treatment Support
Family Planning Benefits
Paid Vacation
Wellness Program
Mental Health Support
Conference Attendance Budget
Professional Development Budget
Stock Options
Hybrid Work Options
Remote Work Options
Paid Holidays
PTO/vacation
Company News
William Blair IM launches Global Leaders Select strategy. William Blair Investment Management has appointed Chandan Khanna as co-portfolio manager. 23 July 2026 William Blair Investment Management (IM) has announced the launch of the Global Leaders Select strategy, with the appointment of Chandan Khanna as co-portfolio manager alongside Hugo Scott-Gall, head of William Blair's global equity team. The Global Leaders Select strategy is a concentrated portfolio of 25-35 leading global companies which combine quality and growth characteristics. The strategy is benchmark-agnostic and aims to deliver strong long-term returns for investors through conviction, concentration, and compounding. While Global Leaders Select is a newly launched strategy, Khanna has a five-year track record of delivering strong performance with a similar approach, according to a statement by William Blair IM. Khanna (pictured) has more than 15 years of experience as a public equity investor. Most recently, he was senior partner and portfolio manager at Eighteen48 Partners, managing the Sixteen02 Global Equity Fund. Prior to this, he was the lead global equity portfolio manager at Rezayat Investments and held roles at Capital Group and Morgan Stanley, having started his career at KPMG. Global Leaders Select is part of William Blair's Leaders platform, a series of actively managed equity portfolios focused on high-quality companies with strong competitive advantages, pricing power, and earnings growth. This includes William Blair's Emerging Market Leaders, International Leaders and Global Leaders strategies. William Blair Investment Management's Global Leaders Select strategy has been seeded with $225 million in a separately managed account. Khanna will work alongside Hugo Scott-Gall and William Blair's global equity team to manage the strategy. Khanna commented: "William Blair has a long history of combining deep fundamental research with a forward-looking, global mindset aligning with this strategy's focus on identifying best-in-class or emerging best-in-class companies which offer attractive growth and underappreciated earnings power. I look forward to continuing delivering for the firm's clients." MORE ARTICLES ON
William blair IM hires chandan khanna to manage global leaders select strategy. Alongside hugo scott-gall. William Blair Investment Management has appointed Chandan Khanna as co-portfolio manager of its newly launched Global Leaders Select strategy. To continue reading this article... Join investment week today. Free for those involved in advising, managing and/or analysing investments or £1 per day for professionals outside of these roles.
William Blair Investment Management has launched its Global Leaders Select Strategy, appointing Chandan Khanna as co-portfolio manager alongside Hugo Scott-Gall. The strategy has been seeded with $225 million in a separately managed account. The concentrated portfolio will hold 25-35 leading global companies combining quality and growth characteristics. It aims to deliver long-term returns through a benchmark-agnostic approach. Khanna brings over 15 years of public equity investing experience and a five-year track record with this investment approach, which he has applied since 2021. He most recently served as senior partner and portfolio manager at Eighteen48 Partners. The strategy is part of William Blair's Leaders platform, which includes emerging market leaders, international leaders, and global leaders strategies.
William Blair has cut its revenue and EBITDA estimates for Coinbase by significant margins, predicting trading volumes will fall 44% to $669 billion in 2026. Despite this, the investment firm maintains its outperform rating and suggests the crypto market may be nearing a bottom. Coinbase shares have dropped from an all-time high of $445 on 17 July 2025 to $157 as of 17 July 2026. The exchange reported revenue of $1.4 billion in Q1 2026, down 31% year-over-year, with a net loss of $394 million compared to net income of $66 million the previous year. William Blair expects trading volumes to rebound 32% in 2027, citing Bitcoin price stabilisation and factors like Bitcoin ETFs and institutional adoption. Coinbase has diversified beyond transaction fees into tokenised real-world assets, prediction markets, and retail derivatives.
William Blair adds to biopharma team. Michael Allwin managing director and head of biopharma investment banking at William Blair (Photo credit: William Blair) William Blair named Michael Allwin managing director and head of biopharma investment banking in the firm's New York office. He has been charged with leading the firm's global efforts to provide comprehensive advisory services to public and private biopharma companies across all stages of development as well as financial sponsors and venture firms focused on [...] Get the whole story. AW Monthly $39 / Month - Instantly unlock all new and archived articles - Access to AW Research articles & data - Daily, weekly and monthly e-mail newsletters $390 / Year - Everything in Monthly at a 20% discount - Access to AW Research data downloads and annual Manager/Investor Compendiums - Discounts on advertisement rates