Associate 1
William Blair
Associate 1
William Blair
Investment banking, research, brokerage, asset management
Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.
Join William Blair, the Premier Global Partnership.
We are seeking an entry-level Associate I, PWM Capital Markets to join the Capital Markets team within Private Wealth Management. The role will focus primarily on fixed income while also supporting broader Capital Markets and Corporate Executive Services (CES) activities. The ideal candidate will be able to assist with fixed income securities, market dynamics, options-based strategies, exchange funds, direct indexing, and client service processes. This position collaborates closely with senior team members and Wealth Advisors to support solutions aligned with clients’ investment objectives and risk tolerances, including third-party manager proposals, onboarding, and ongoing servicing needs.
Essential Responsibilities:
Support fixed income activities, representing approximately 60–70% of the role, while assisting with broader Capital Markets and CES responsibilities for approximately 30–40% of the role.
Assist with entering fixed income and equity trades and related trade support activities, including gathering required information, verifying trade details, and coordinating with team members to support 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, as well as providing backup coverage for functions on the team outside of fixed income.
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 the preparation of client reports, presentations, and related materials.
Additional responsibilities as requested.
Qualifications:
Bachelor's degree required. Advanced degree or professional designation preferred.
1+ years of experience within the financial services industry required.
SIE, Series 7, 63, and 52 required and 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.
Demonstration of basic analytical skills, including interpreting basic 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 with a commitment to delivering exceptional service to clients, Wealth Advisors, and internal partners.
Strong communication and interpersonal skills, with the ability to convey complex concepts clearly and coordinate effectively with team members and third-party managers.
Experience utilizing Microsoft Excel, Word, and PowerPoint.
Detail-oriented, proactive, and able to work both independently and collaboratively across fixed income and broader Capital Markets responsibilities.
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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.
William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, and Asia. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com.
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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Salary Range 75000 - 95000 USD
Investment banking, research, brokerage, asset management
William Blair is a privately held, employee-owned financial services firm that offers 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 differentiates it from many competitors and supports a client-focused, multi-disciplinary approach under one firm. Its goal is to help clients grow and protect their capital by providing comprehensive financial services and access to private capital when needed.
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