• Follow up with IB staff to ensure needs are met.
• Perform detailed analysis and translate large quantities of complex data into meaningful summaries, reports, and presentations that meet the business unit's needs and objectives.
• Deepen understanding of financial systems.
• Leverage understanding of financial data and system capabilities to optimize data queries and output.
• Participate in data validation efforts to ensure high-quality system output.
• Assist senior Business Operations staff with Investment Banking financial processes, including analyzing financial statements.
• Assist with identification of cost control measures and propose solutions for consideration.
• Coordinates relevant aspects of annual processes such as business planning, forecast, and budget, etc.
• Provide suggestions for increasing the efficiency and effectiveness of business operations processes and procedures.
• Partner with senior Business Operations staff and other support functions to ensure the needs of the Investment Banking function
• Work closely with the Investor Relations and Business Intelligence teams to model various trends over the long term, using a variety of bespoke analyses
• Drive proactive assessments and provide actionable insights into market trends and competitors
• Find broken things and fix 
• Deep understanding of financial concepts and drivers of long-term value

Skills: Data Analysis and Reporting, Financial Systems Proficiency, Data Validation, Financial Process Assistance, Cost Control Identification, Business Planning Coordination, Trend Modeling, Proactive Market Assessment

• Support efforts for the Investment Bank, acting as liaison with junior and senior staff. 
• Participate in high impact business operations support activities and help coordinate the execution of strategic business objectives. 
• Partner with other William Blair support functions to ensure Business Operations efforts are well aligned and coordinated. 
• Participate in decision-making processes as it relates to operational activities. 
• Continue to build relationships with senior Investment Banking team in order to establish influencing skills. 
• Train and onboard new staff. Provide guidance to less experienced staff.
• Provide high-level business operations support for the Investment Banking function.
• Ensure all work is aligned with William Blair and Business Operations policies and procedures.
• Answer questions and serve as an escalation point for relevant operational matters.
• Participate in meetings with Investment Banking leaders to hone understanding of the business and its operational needs.
• Ensure the needs of the IB function are articulated and addressed.
• Partner with key stakeholders to analyze the return on investment for strategic initiatives
• Collaborate with teams across the company to provide analytical rigor and evaluate the financial implications of strategic initiatives

Skills: Liaison Coordination, Business Operations Support, Strategic Alignment, Decision-Making Participation, Relationship Building, Training and Guidance, Policy Compliance, Strategic Initiative Analysis

• Prepare and post journal entries to the general ledger
• Reconcile balance sheet and income statement accounts
• Verify income accruals and coordinate billing
• Reconcile, validate, and report aging accounts receivables
• Initiate, reconcile and record bank transactions
• Analyze expenses and forecast cash flows
• Record, classify and summarize financial transactions and events in accordance with IFRS
• Stay current and abreast of relevant IFRS developments that impact the firm
• Prepare month-end close and related reconciliations
• Support audit and tax preparation

Skills: Journal Entry Preparation, Account Reconciliation, Billing Coordination, Aging Receivables Management, Bank Transaction Handling, Cash Flow Analysis, IFRS Compliance, Audit and Tax Support

• Check-in with clients following project submission to ensure satisfaction
• Oversee communications between clients and CGL attorneys and paralegals (ensuring compliance with the firm brand and standards, including quality, timeliness and responsiveness)
• Review and provide input on work product and deliverables (drafts, revisions, emails, reports/memorandums) prepared by CGL attorneys and paralegals
• Provide feedback to CGL attorneys and paralegals as issues arise
• Ensure client records are accurate and up-to-date
• Build out CGL’s internal form database
• Provide input on client draft invoices and join pitch calls with prospective clients
• Advising clients on entity choice and drafting corporate-related entity documents.
• Assisting with all aspects of M&A transactions, including due diligence, negotiation, document drafting and project management.

Skills: Client Satisfaction Assurance, Communications Oversight, Work Product Review, Feedback Provision, Records Management, Database Development, Invoice and Pitch Support, M&A Transaction Assistance

• Represent clients in a range of transactions, including debt and equity financings (e.g., Series Seed/A/B/etc., Convertible Notes, SAFEs) and M&A
• Counsel emerging and late-stage technology companies on general corporate matters, e.g., formations, corporate restructuring, stock option plans, equity issuance
• Handle entity formations (corporations, LLCs, LLPs) and draft/review appropriate governing documents
• Audit client corporate records, identify and clean-up inadequacies
• Draft and review various commercial documents, including NDAs, CIIASs, employment/consultant/advisor agreements
• Oversee paralegals handling Blue Sky research and preparation of Form Ds and related SEC filings
• Prepare and manage equity issuances and stock plan administrations
• Manage/oversee capitalization tables on Carta, Captable.io, and Excel
• Develop internal best practices and processes, as well as form documents and agreements
• Assist in preparation of the firm’s form database
• Ensure client records are accurate, up to date and properly stored on the firm’s document management system according to the firm record-keeping practices

Skills: Transactional Law, Corporate Governance, Document Drafting, Compliance Management, Equity Management, Paralegal Supervision, Process Development, Records Management

• Working knowledge of IFRS 9,15, 16 
• Strong computer/systems skills with particular emphasis on Excel
• Solid interpersonal skills.
• Must be adaptable and resilient to different personalities
• A strong analytical, task, and detail-oriented skills.
• Proven experience to meet month-end deliverables while consistently adhering to group deadlines.
• Strong problem-solving skills and strong adaptability skills.
• Should be able to identify and resolve problems in a timely manner, while gathering and analyzing information thoughtfully.
• Should be able to adapt to changes in the work environment, manage competing demands, and deal with frequent change, delays, or unexpected events
• Ability to maintain confidentiality and safeguard sensitive, proprietary information

Qualifications: BA in Communication with 5 years of Experience

• Strong academic background
• Either major law firm experience or sophisticated smaller corporate firm
• Multitask and support multiple transactions and clients simultaneously
• Work as a member of a team and independently
• Strong work ethic, integrity, professionalism and enthusiasm 
• Excellent interpersonal, organizational and verbal/written communication skills
• Experience with private equity transactions 
• Experience with partnership agreements, joint ventures and limited liability company operating agreements.
• Experience with a sophisticated corporate practice, along with lender and borrower financing
• Demonstrated experience in delivering key growth initiatives, including conception, research, and business modeling in order to drive consensus
• Ability to translate business strategy into operational priorities
• Experience working in a corporate or financial transactional legal practice.

Qualifications: BA in Economics with 2 year of Experience

• Excellent academics and the benefit of a broad training in a well-regarded Corporate department
• Excellent written and verbal communication skills
• Effective team player - able to work effectively in an established, close-knit team
• An enthusiastic and engaged attitude with excellent people skills and a good, clear communication style
• A willingness to take responsibility and ability to form strong working relationships across all areas of the practice
• Excellent technical ability and solid drafting skills
• Ability to communicate and handle client contact (both internal and external) from the outset
• Familiarity with technology
• Ability to distill, create, and tell a story using various data elements, trends, and KPIs
• Comfortable with technology including applicant tracking systems (ADP RM preferred).
• Ability to leverage social media, employment website, and creative source channels for sourcing, recruiting, and networking.
• Strong interest in developing a corporate legal practice and working with client management teams to solve challenging and sometimes unique problems.

Qualifications: BA in Finance with 4 years of Experience

• “Dual-threat” skills with both strong quantitative and qualitative talent
• Analytical reasoning ability as well as effective oral and written communication skills
• Collaborative skill set that allows you to work within a dynamic and inclusive team
• An ability to analyze data and absorb new information in an enthusiastic, fast-paced environment
• Comfort with Microsoft Excel, Word and PowerPoint, experience with FactSet
• Demonstrated interest and understanding of capital markets
• Aptitude to learn internal proprietary applications
• Detail-oriented, able to multi-task, strong organizational and time management skills
• Comfortable with client-facing situations

Qualifications: BA in Legal Studies with 2 years of Experience

• Logical and quantitative approach in problem-solving.
• Ability to values efficiency and collaborative work.
• Ability to categorize problems, identify key processes and provide recommendations with supporting facts and/or assumptions.
• Experience in Corporate Strategy and/or Revenue/ Growth-related functions that support company or business unit achievement. 
• Experience working in a big-4 advisory firm, exposure to developing and tracking OKR, exposure to Technology Company and Entrepreneurial track record 
• Experience in Talent Acquisition, HR, or related role.
• Some recruiting/sourcing experience 
• Excellent interviewing skills and an ability to assess competencies required for the role.
• Demonstrated proficiency in establishing rapport with various levels of applicants and clients.
• Ability to prioritize and multi-task with strong planning and organizing abilities, including managing tasks with internal and external people.
• Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Self-motivated and ability to work both independently and collaboratively with other deal team members.

Qualifications: BA in Business Administration with 7 years of Experience