Marketing and Project Coordinator
William Blair & Company 6 reviews - Chicago, IL

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Responsibilities Provide prospecting and marketing support to senior bankers
  • Create and/or assist in development of standard / introductory pitch books
  • Compile Public Information Books
  • Update industry group boiler slides
  • Assist deal team with meeting note entry and follow-up in SalesForce.
  • Miscellaneous other marketing or project-related work to support the group.

Provide deal execution support for deal teams including but not limited to:
  • Create transaction template materials (memo, management presentation, instruction letter, etc.); set up files on server drives.
  • Build buyer lists / profiles; find confirm contact information for potential buyers.
  • Address and send out Confidentiality Agreements and enter updates into SalesForce.
  • Scan executed Confidentiality Agreements for electronic storage.
  • Address and send out instruction letters, and enter updates into SalesForce.
  • Update banker call logs in SalesForce.
  • Proofread work.

  • Bachelor’s degree required, minimum GPA 3.0
  • Exposure to CRM systems desired, SalesForce preferred
  • Previous experience in a professional environment
  • Advanced proficiency in Microsoft Office Products
  • Strong time management and project management skills are required
  • Ability to exercise judgment and manage projects on self-sufficient basis
  • Ability to juggle multiple work streams at the same time
  • Strong attention to detail
  • Demonstrates clear, effective communication and interpersonal skills
  • Desire to work and excel in a team environment
  • Committed to satisfying internal and external customers

About this company
6 reviews
William Blair & Company, L.L.C. is a Chicago-based investment firm offering investment banking, asset management, equity research,...