Institutional Equity Sales - Junior Associate

Areas of Interest:

Sales & Trading


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. 

Job Summary & Responsibilities:

  • From attendance at research meetings throughout the day, and conversations with clients and analysts, screen and identify the key investment ideas thought to be most relevant to customers and internal salespeople
  • Review and analyze all morning emails and voicemails and sort those which should be most important to clients and salespeople into a report containing all the very best research ideas (Quick Research Summary)
  • Maintain Bigdough database, customer outlook contacts, distribution lists and changes in account information and investment profile
  • Monitor research throughout the day and alert clients and salespeople to changes in markets or individual stocks
  • Other projects assigned by management


  • Detail orientation and the ability to prioritize tasks
  • Accustomed to working in a fast-paced team environment
  • Committed to satisfying internal and external customers
  • Strong communication, organization and administration skills
  • Proficient in Microsoft Office platform; ability to learn other software packages and internal systems relevant to the department
  • Bachelor’s degree or comparable industry experience required
  • Pervious customer service experience preferred
  • Series 7 and 63 licenses required

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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