Private Shares Associate

The William Blair Private Shares Team is looking for a knowledgeable and hardworking Private Markets Analyst who has a strong interest in private markets. Specifically, the candidate should have base-level knowledge of Venture-Backed companies and their associated capital structure. The ideal candidate will be self-motivated, exceptionally adaptable, and dedicated to client satisfaction, thriving in fast-paced, dynamic environments with a strong team-oriented mindset. This role demands a proactive, organized, and detail-oriented professional capable of supporting senior team members, managing client relations, and contributing to team growth and efficiency.

Responsibilities include but may not be limited to:

• Support senior team members in working with shareholders, including employees, founders, ex-employees, and investors, to facilitate the liquidation of their shares.
• Serve as the first line of support for handling inbound inquiries from shareholders, ensuring all requests are processed promptly and efficiently.
• Collect and review necessary Know Your Customer (KYC) documentation from clients to comply with regulatory requirements.
• Process transaction-related documentation and assist in the execution of deals.
• Oversee the trade lifecycle process from initiation to completion.
• Arrange and schedule introductory meetings with new and existing clients.
• Contribute to team growth goals through effective sales outreach and shareholder relations via multiple outbound channels.
• Support senior team members in building, maintaining, and managing client relationships.
• Work collaboratively with internal teams, including Legal, Compliance, Marketing, and other internal departments to stay organized and aligned with team goals.
• Identify and propose opportunities for process improvements.

Qualifications:

• Highly organized and a self-starter.
• Strong level of attention to detail.
• Self-driven and motivated, with a passion for achieving team goals.
• 1 - 3 years in finance, capital markets, private placements, or venture capital in a supporting role.
• Proven experience in selling financial products.
• FINRA Series 7 and 63 licenses (may be obtained within 6 months of the hiring date).
• Collaborative approach with a strong team player mentality
• Background in working with the institutional investor channel (preferred).
• Comprehensive understanding of private valuation metrics (preferred).
• Familiarity with employee stock option plans (preferred).
• Bachelor’s degree required.

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