Global Research Associate

Areas of Interest:

Investment Management


London, England

Date Posted:


Job ID:


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Company Description:

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. 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 headquartered in Chicago and, together with its strategic partners, operates in more than 20 offices worldwide.

About the Team:

William Blair’s global equity team believes that strong corporate performance is the foundation of superior long-term investment returns, and we seek to invest in quality growth companies that will generate above average results for our clients over time with generally less risk than the market. We identify these companies through a combination of rigorous fundamental research and systematic inputs, following a disciplined process that emphasizes team collaboration. Our globalized research structure—whereby analysts are organized by sector rather than geography—reflects the reality of global trade, the global competitive landscape and globally integrated supply chains, unifying our platform and achieving our goal of one team and one fully integrated investment process.

Job Summary & Responsibilities:

  • Review, analyze, and interpret macroeconomic data with an investment management and geo-political lens.
  • Write SQL, Matlab, and R scripts to collect and organize data, perform factor-based analyses of stocks, portfolios, and universes, and test new investment and risk ideas at the direction of the quantitative analyst responsible for risk; review sell-side and academic research.
  • Provide support to the Strategist and global research team, including generating, organizing, and distributing reports regularly and monitoring the output.
  • Participate in overall data management activities.  Develop and perform checks to ensure integrity of the data being used by the models.  Work with other groups within the department to ensure consistency in data usage.
  • Prepare internal written reports, notes, presentations and other documents to communicate investment ideas, research, news events and opinions regarding sector, industry and country analyses.
  • Interact with portfolio managers, analysts, sell-side brokers and third-party research providers. 
  • Prepare records and files to develop and maintain sources of information to assist in analysis activities.
  • Participate in other projects as requested by management.


  • Bachelor’s degree required. Concentration in Computer Science preferred or prior programming experience. 
  • Interest in and familiarity with asset management and strategy/economics.
  • Trained in or knowledge of econometrics.
  • Successful completion of CFA Level I exam or other demonstrated knowledge of financial accounting, investment statistics, and equity markets.
  • Experience using statistical software required; R is preferable, Python or Matlab are substitutable.
  • Experience with some form of data visualization, ideally in R or Tableau (not Excel).
  • FactSet experience preferred.
  • Familiarity with SQL scripting.
  • Proficient in Microsoft Office including advanced Excel skills.
  • Excellent verbal and written communication skills.
  • Capable of creatively simplifying and summarizing complex information. 
  • Comfortable working within tight deadlines or time constraints.
  • Adaptability to a constantly changing environment and ability to manage through change with a high degree of emotional maturity.

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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