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Hybrid Associate I, Family Office Reporting presso William blair

William blair ·  Chicago, Illinois, Stati Uniti d'America · Hybrid

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Join William Blair, the Premier Global Partnership.

William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.

We are committed to our people and culture, values, clients, and local communities.

What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries.

We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.

We work tirelessly to create an inclusive culture and take pride in fostering employees’ professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.

Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder.

We invite you to learn about how we are seeking excellence in everything we do and empowering our clients’ success with passion, creativity, and rigor. For more information, visit williamblair.com.

Investors rely on William Blair Private Wealth Management to activate their capital with purpose and precision. Our wealth advisors and their teams do this by delivering thoughtfully constructed, integrated wealth planning and by providing access to compelling investment opportunities. As one of the last true global partnerships in the investment industry, William Blair combines the world-class investment resources of a full-service global firm and the high-touch service, stability, and culture of an independent organization. This model empowers us to be singularly focused on our clients’ success across market cycles and across generations. The firm has been a well-respected provider of private wealth management since 1935 and has won several awards from Barron’s and Forbes for best wealth advisors and wealth advisor teams.

The Associate I, Family Office Reporting will be an integral part of the Private Wealth Management (PWM) business unit. They will focus on learning the fundamentals of financial reporting and utilizing the Masttro reporting platform. They will assist with generating reports for family office clients (current and prospective). This person will also develop the skills necessary to create accurate, insightful, and timely metrics under the guidance of the Manager, Family Office Reporting. They will learn how to provide white-glove client assistance in answering questions and navigating the Masttro platform. 

Responsibilities include but may not be limited to:

  • Gain a fundamental understanding of Masttro reporting processes and capabilities.
  • Learn best practices in interacting with family office clients in order to provide expert, white-glove assistance and support.
  • Review and understand how to execute estate and trust documentation management.
  • Provide support related to family governance and investment policy.
  • Learn how to coordinate with third-party teams on behalf of family office clients.
  • Learn how to customize and generate reports and dashboards through the Masttro platform, ensuring accuracy and timely delivery to family office clients.
  • Assist in presenting the capabilities of the Masttro platform to prospective clients and provide demonstrations when required.
  • Assist in ensuring client expectations are met by delivering clear, concise, and meaningful financial reports and performance summaries.
  • Assist in the creation of financial reports, including asset summaries, cash flow reports, and investment performance tracking.
  • Support the implementation of new features or updates to the Masttro platform to enhance reporting capabilities.
  • Track and report any issues or feedback from clients and escalate as needed to senior team members.
  • Additional responsibilities as requested.

Education and Experience

  • Bachelor's degree required, or equivalent education or experience
  • 1+ year of previous experience required in a related role or field.
  • SIE exam and Series 7, 66 will need to be completed within 120 days

Qualifications

  • Familiarity with financial reporting platforms, particularly Masttro, is a plus.
  • Client service orientation with a focus on responsiveness and excellence.
  • Experience with Microsoft Excel and financial reporting tools.
  • Strong attention to detail and ability to manage multiple tasks efficiently.
  • Strong communication skills, with the ability to explain complex data in simple terms.
  • Ability to collaborate effectively within a team environment.
  • Good organizational skills with the ability to manage competing priorities.

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
$65,500$78,600 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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Contact us should you have any questions or concerns.

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