William Blair
Investment banking, research, brokerage, asset management
Manager PWM Fixed Income
+ Annual bonus + Commission
About the job
- A bachelor's degree is required, along with an advanced degree and/or industry designation such as an MBA, Chartered Financial Analyst, or Certified Financial Planner designation.
- At least 8 years of relevant experience in investment consulting or analysis is required.
- The SIE Exam, Series 7, Series 63, and Series 52 licenses are required within 150 days of employment.
- Proven experience managing fixed income portfolios and delivering client-focused solutions.
- Strong knowledge of fixed income securities, credit analysis, interest rate risk management, and portfolio construction, with proficiency in financial modeling and analytical tools.
- Ability to interpret complex financial data and market trends.
- Ability to present information clearly and effectively to clients and stakeholders.
- Ability to build and maintain strong client relationships and understand clients' needs and objectives.
- Ability to collaborate in a team environment and contribute to the Consulting Services team.
- Sales and presentation skills.
- Ability to lead a team and foster professional growth and development.
- Strong municipal experience and skills.
- Manage the implementation of fixed income investment strategies.
- Provide recommendations based on sector expertise.
- Manage analysis of macroeconomic factors, interest rate trends, and credit conditions to inform strategy.
- Provide recommendations to senior team members and cascade updates to keep the full team informed.
- Act as a trusted advisor to clients by providing analysis and recommendations on fixed income investments.
- Ensure frequent portfolio reviews are completed.
- Adjust strategies as necessary and communicate changes to affected parties.
- Lead portfolio construction efforts, including security selection, individual and industry sector weights, market capitalization mix, and overall risk/return profile.
- Rebalance portfolios based on index and model changes.
- Ensure portfolio construction aligns with asset allocation guidelines and firm standards.
- Research fixed income securities, including government, corporate, and municipal bonds and other debt instruments.
- Evaluate credit risk, interest rate risk, and market trends.
- Provide fixed income portfolio management expertise in investment strategy and client meetings, sales and marketing efforts, and resolution of escalated client and operational issues.
- Contribute portfolio management perspective to initiatives improving technology, processes, performance, and efficiency.
- Collaborate with the PWM Capital Markets team to deliver comprehensive investment solutions.
- Prepare and present reports, investment proposals, and performance reviews to clients.
- Communicate investment strategies and outcomes clearly and effectively.
- Maintain current knowledge of fixed income markets, economic indicators, regulatory changes, and industry trends.
- Use market information to adjust investment strategies proactively.
- Communicate market changes and trends to the broader team.
- Ensure investment activities comply with regulatory requirements and internal policies.
- Implement risk management practices to protect client portfolios from undue risk.
- Manage a small team of Fixed Income professionals.
- Provide guidance and mentorship to junior team members.
- Foster a collaborative and high-performance culture within the Consulting Services team.
- The Series 53 license is preferred.
About the company
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
- Since 2023, William Blair completed 25-plus insurance and financial-services deals, unlocking $30 billion.
- July 2026 Global Leaders Select launched with $225 million seed and Chandan Khanna.
- June 2026 Taiwan expanded Emerging Markets Debt with a fourth SICAV fund.
What critics are saying
- Advisory revenue stays cyclical; a 2027 M&A slump would hit fees and bonuses hard.
- Inner Circle Sports integration through 2026 risks cultural friction and banker attrition.
- If senior bankers defect after 2026, William Blair's partnership model loses origination and collapses margins.
What makes William Blair unique
- Employee-owned partnership aligns bankers, portfolio managers, and wealth advisors without public-market pressure.
- William Blair spans investment banking, equity research, brokerage, asset management, and private capital.
- September 2026 hires in biopharma, insurance, and Inner Circle Sports deepen sector specialization.
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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
Viking Therapeutics has priced an upsized $500 million concurrent public offering of common stock and convertible senior notes. The clinical-stage biopharmaceutical company will sell 7,857,143 shares at $35.00 per share and $225 million in 2% convertible senior notes due 2032. The offering size was increased from the previously announced $200 million for each component. The notes carry an initial conversion price of approximately $50.75 per share, representing a 45% premium over the public offering price. Viking estimates net proceeds of approximately $258.2 million from the common stock offering and $218 million from the note offering, after deducting underwriting discounts and expenses. The company intends to use proceeds for continued clinical development of its VK2735 and VK3019 programmes, as well as general research and development purposes. Morgan Stanley, JPMorgan, Jefferies, Leerink Partners, and William Blair are serving as joint book-running managers.
William Blair adds managing director focused on insurance, financial services sectors. Business Wire ATLANTA-(BUSINESS WIRE)- William Blair announced today the expansion of the firm's financial services team with the addition of William Nay as managing director. Based in Atlanta, Nay will support the firm's delivery of comprehensive investment banking services to insurance distribution and other financial services firms. Since 2023, William Blair has completed more than 25 advisory and financing deals in the insurance and financial services sectors, unlocking more than $30 billion in value for clients. "Throughout his career as both an investment banker and corporate M&A strategist, Bill has delivered exceptional results to clients and management teams," said Britt Trukenbrod, managing director and head of Tech Enabled Services investment banking at William Blair. "Bill's deep sector knowledge and relationships with executives, companies, and investors in the insurance sector provide a strong addition to our financial services practice." Nay most recently served as chief acquisition officer (CAO) for Galway Holdings, a leading financial services, insurance distribution, and wealth management platform. In addition, he served as CAO for EPIC Insurance Brokers & Consultants, Galway's retail brokerage subsidiary. Before Galway, Nay spent 16 years as an insurance sector banker with SunTrust Robinson Humphrey (now Truist), where he was responsible for origination and execution of M&A and capital raising transactions across a comprehensive range of companies in the insurance, insurtech, and fintech spaces. He received a Bachelor of Administration in finance from University of Georgia's Terry College of Business. "William Blair's financial services investment banking team leverages deep technical expertise to provide critical capital-raising and strategic advisory solutions to growth-minded companies in the insurance sector and across the global financial services landscape," Nay said. "I'm thrilled to join this group of collaborative bankers to continue building its capabilities, strong relationships, and exceptional client service." Nay continues William Blair investment banking's senior growth in 2026. Michael Allwin joined as head of Biopharma earlier this month and other additions include Robert Engelhardt, Tech Enabled Services director in Frankfurt; Jayant Dey, managing director in the energy sector in New York; Alain Harfouche, managing director focused on chemicals in New York; Matthew Wolfe, who leads the firm's technology Equity Capital Markets coverage; and Rishi Sethi, fintech managing director in London. The firm also acquired Inner Circle Sports, adding Sports, Media, and Entertainment to its sector coverage and more than 15 bankers to its investment banking team. About William Blair Investment Banking William Blair's investment banking group enables corporations, financial sponsors, and owner/entrepreneurs around the world to achieve their growth, liquidity, and financing objectives. Drawing on the collective intellectual capital and deep sector expertise of a global team that reaches over 30 cities on four continents, the investment banking group brings a rigorous and innovative approach to corporate board advisory projects, mergers and acquisitions, and equity and debt financing. From July 2021 through June 2026, the team advised on more than $880 billion in completed transaction volume. About William Blair William Blair is the premier global partnership with expertise in investment banking, investment management, and private wealth management. Liamichigan provide advisory services, strategies, and solutions to meet its clients' evolving needs. As an independent and employee-owned firm, together with its strategic partners, Liamichigan operate in more than 30 offices worldwide.* *Includes strategic alliances with Allier Capital, BDA Partners, and Poalim Equity Ltd.
William Blair named among Massachusetts Most Charitable Companies. September 16, 2026 Robert Mitchell News Discover more Advertising News Context At a glance Access Premium News Financial services firm William Blair has earned recognition as one of Massachusetts' Most Charitable Companies by the Boston Business Journal, securing the designation for the sixth consecutive year, according to published corporate announcements. The annual corporate philanthropy list honors organizations across the commonwealth with strong records of community engagement, charitable giving, and volunteerism. For William Blair, the recurring acknowledgment reflects a sustained commitment to local nonprofits and community initiatives throughout the region. Corporate philanthropy and regional impact. According to the Boston Business Journal rankings, honorees are evaluated based on their overall cash contributions, volunteer hours, and direct support for charitable organizations operating within Massachusetts. William Blair has maintained an active local presence through both financial contributions and employee-led volunteer efforts. The firm's philanthropic framework combines corporate matching gifts with dedicated community service days, allowing employees to support causes ranging from education and youth development to human services and environmental preservation. Understanding the Boston Business Journal rankings. The Boston Business Journal compiles its corporate charity lists annually to highlight businesses that prioritize social responsibility alongside commercial operations. The program tracks data submitted by companies of varying sizes across financial, technology, healthcare, and professional services sectors. By recognizing firms that maintain consistent charitable contributions over multiple years, the publication emphasizes long-term community partnership over one-time donations. William Blair's six-year run on the list places the firm among a select group of financial institutions in the region recognized for ongoing civic investment. Related reading The relationship between charitable giving and corporate tax avoidance has become a focal point of academic and policy debate, with recent research revealing complex dynamics between prosocial behavior... A 2025 study published... April 22, 2026 In "Business" ```html Kyung-gyu Lee's Decade of Anonymous Donations RevealedTable of ContentsKyung-gyu Lee's Decade of Anonymous Donations RevealedThe Revelation of a "Donation Angel"Spevis and its Charitable ImpactThe Trend of Anonymous PhilanthropyLegal and Ethical Considerations The CEO of Spevis, Kyung-gyu Lee, has been revealed as a long-time anonymous donor, contributing considerably to various... October 15, 2025 In "Entertainment" Sammons Financial Empowers Local Nonprofits with $175,000 in GrantsTable of ContentsSammons Financial Empowers Local Nonprofits with $175,000 in GrantsA Tradition of Giving BackEmployee-Driven PhilanthropyMeeting the RecipientsKey Facts published august 19,2025 A Tradition of Giving Back sammons financial announced $175,000 in grants to 25 nonprofits on Monday. Photo by Gigi Wood... August 19, 2025 Access Premium News
William Blair Investment Management has launched its fourth SICAV fund in Taiwan, expanding beyond US equities and hard-currency debt. The new William Blair Emerging Markets Debt Local Currency SICAV Fund focuses on local currencies and interest rates across emerging economies. The emerging markets debt team manages approximately $1.2 billion as of June 2026. The actively managed strategy combines macroeconomic analysis with country and security selection, without benchmark constraints. William Blair sees attractive opportunities in local-currency emerging markets debt due to stronger policy frameworks, attractive real interest rates, and favourable growth prospects in many emerging economies. The fund is managed by Marcelo Assalin and Lewis Jones. The launch follows William Blair's recognition as Best Emerging Markets Local Currency Fixed Income Manager at the 2025 Citywire Asia Asset Management Awards, reinforcing the firm's expansion in Asian markets.
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