Administrative Assistant - Equity Research Team

Areas of Interest:

Administrative Support


New York, New York

Date Posted:


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Company Description:

William Blair is a global investment banking and asset management firm. We are committed to building enduring relationships with our clients and providing expertise and solutions to meet their evolving needs. An independent and employee-owned firm, William Blair is based in Chicago and, together with its strategic partners, operates worldwide. For more information, please visit

About the Team:

William Blair’s sell-side equity research team is responsible for delivering superior investment ideas and value-added perspective for over 600 quality growth companies. Through exhaustive fundamental research and unique insight derived from independent thinking, the team’s award-winning analysts work tirelessly to identify companies that can deliver superior investment returns for clients. Acting as the company's laboratory for new investment ideas, it specializes in providing investment analysis on companies in the following industry sectors: consumer; financial services and technology; global industrial infrastructure; global services; healthcare; and technology, media, and communications.

Job Summary & Responsibilities:

  • Provide general administrative support to the group, including but not limited to: calendar maintenance and scheduling, client communication, file organization and maintenance, travel/meeting arrangements, expense reports, mass mailings and conference call set-up, and back-up support to other assistants and others in the department as needed.
  • Perform library research and internet data requests. 
  • Maintain databases for the department by formatting and submitting documents into an electronic database, maintain estimate and rating changes, electronic mail and calendar set-up and the intranet calendar.
  • Assist with report development through initial research and document gathering, drafting/editing charts, graphs, tables and appendices, and coordinating report timeline for production.
  • Coordinate and insure the copying and production of marketing trip presentation material packets and assist with the creation of graphs, charts, models and marketing language.  Provide sales force travel and schedule confirmation arrangements for the marketing trip.
  • Participate in other projects as requested by management.


  • High school education required; Bachelor's degree a plus.  
  • One plus years working in an office environment.
  • Expertise with Microsoft Word, Excel, and PowerPoint.
  • Professional services industry background preferred.
  • Excellent verbal and written communication skills necessary.
  • Willingness to adapt to change. 
  • Multitasking abilities.
  • Ability to work in a fast-paced environment.
  • Strong teamwork ability.
  • Attention to detail.
  • Ability to prioritize.
  • Strong organizational skills.
  • Ability to work in a team setting.
  • Ability to maintain confidentiality.

As a William Blair associate, you’ll enjoy Medical, Dental, Life and AD&D Insurance, along with a generous profit sharing program that includes a 401K plan in addition to a firm contribution. We also offer three weeks of vacation, flexible spending accounts, a business casual dress code, a 75% discounted commissions on trades, and discounts at restaurants, museums, parks and retailers.

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.

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