Business Development - Asian Distribution
William Blair Investment Management is the premier global investment management boutique, with a sole focus on active management across equity, fixed income, currency and multi-asset strategies. We are committed to building enduring relationships with our clients and providing expertise and solutions to meet their evolving needs. We work closely with the most sophisticated investors globally across institutional and intermediary channels, including consultants, private and public pension funds, insurance companies, endowments, foundations, sovereign wealth funds, and financial advisors. We are a U.N.-Supported Principles for Responsible Investment (PRI) Signatory, Tier-1 U.K. Stewardship Signatory, Investor Stewardship Group Member (Framework for U.S. Stewardship and Governance), and Signatory to the Japan and Korea Stewardship Codes. We are based in Chicago with resources in New York, London, Zurich, Sydney, Stockholm, The Hague, and Singapore, and dedicated coverage for Canada.
JOB SUMMARY & RESPONSIBILITIES:
Reporting to the Head of Asian Distribution, the selected candidate will provide support for all business development activities throughout the sales cycle. Duties include managing communication and information requests by tailoring responses to specific audiences to best highlight the firm’s offerings, and assisting with the RFP and business development processes. In addition, this individual will provide input into marketing campaigns and contribute sales ideas to position the firm in a positive manner as well as maintain electronic records of internal capabilities and client/prospect data.
Responsibilities may include but are not limited to:
Manage day-to-day communications and requests for information from existing and prospective plan sponsors and investment consultants.
Assist in drafting tailored initiation and follow-up correspondence, tailor marketing and communication materials to specific audiences to obtain and improve ratings for key strategies.
Prepare custom presentation materials for sales/client review meetings and finalist pitches, including competitive analysis and background information to best present the firm’s investment capabilities.
Maintain strong working relationships and coordinate with internal investment professionals and marketing support teams to meet the needs of consultants/plan sponsors regarding questionnaires, RFPs/RFIs or ad hoc data information requests.
Assist in setting up and hosting on-site meetings with prospects and investment consultants as needed.
Proactively provide input into the development of marketing campaigns and contribute sales ideas to better position investment capabilities, position the firm in a positive manner and educate external audiences about offerings.
Maintain extensive knowledge and records of all firm products and services, including investment objectives, product differentiators, fee schedules, etc.
Identify and maintain client/prospect data in relationship management database.
- Bachelor’s degree required.
- Progress toward MBA and/or CFA highly desirable.
- 8 years of experience in asset management or comparable industry (investment consulting, plan sponsor, etc.) required.
- Understanding of the investment business and the firm’s products and services.
- Excellent written and verbal communication skills. Proficiency in an Asian language is preferred.
- Ability to maintain a positive work atmosphere by communicating effectively with clients / prospects / consultants, management and peers.
- Ability to multi-task and prioritize numerous projects and tight deadlines.
- Highly professional, organized, accurate and detail oriented.
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.