Careers

Research Analyst - Global Industrials Sector

Areas of Interest:

Investment Management

Location:

Chicago, Illinois

Date Posted:

Sep-10-2018

Job ID:

1373

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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 seeks to invest in quality growth companies that will generate above-average results for clients over time with generally less risk than the market. The team identifies these companies through a combination of rigorous fundamental research and systematic inputs, following a disciplined process that emphasizes team collaboration. Its 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 the team’s platform and achieving its goal of one team and one fully integrated investment process.

Job Summary & Responsibilities:

  • Identify and recommend new investment ideas that are suitable for IM clients to assist portfolio managers in generating capital gains.  Continue to analyze and monitor developments that impact portfolio holdings for which the analyst is responsible.
  • Perform fundamental analysis on industry sectors to provide a frame of reference for investing in industries or market sectors and related sub-sectors.
  • Proactively, clearly, and concisely communicate investment recommendations to portfolio managers and other analysts.
  • Develop and maintain research relationships including company managements, industry contacts, and research vendors (brokers and analysts).
  • Make field trips, interview company executives, and attend industry conferences to stay abreast of changes in company fundamentals and industry trends.
  • Participate in other projects as requested by management.

Qualifications:

  • Minimum of 5 years of relevant work experience.
  • Strong working knowledge of accounting and finance.
  • Bachelor’s degree required; MBA, CFA, and/or CPA preferred.
  • Effectively prioritize time and manage multiple tasks as prices change and issues arise. 
  • Ability to analyze/model financial metrics, business strategies, and valuation parameters.
  • Strong written and verbal communication skills. 
  • Customer service orientation, responds to requests in a timely manner.
  • Works well as a member of industry or portfolio teams.
  • Strong organizational skills.

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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