Careers

Research Associate - U.S. Team

Areas of Interest:

Equity Research, Investment Management

Location:

Chicago, Illinois

Date Posted:

Jun-25-2019

Job ID:

1909

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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 buy-side research team is responsible for identifying 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.

Job Summary & Responsibilities:

  • Develop detailed knowledge of assigned industry and companies and keep abreast of related market developments and news.
  • Gather and analyze research data related to targeted industry and companies, and maintain accurate, current research databases. Conduct research analyses on targeted companies, including analysis of financial performance, competitive industry positioning, quality of company management, etc.
  • Analyze market sectors and trends and conduct financial and accounting statement analyses. Develop and maintain financial models for revenue and income forecasts, cash flow analysis, balance sheet and quarterly projections.
  • Prepare industry and company reports, presentations and exhibits to summarize research findings for Research teams.
  • Host meetings with company executives, sell-side brokers, and third-party research providers. Document and maintain information for analysis activities.
  • Assist Research Analysts in identifying and formulating new investment ideas for Portfolio Managers, and recommending securities and companies in one or more industry groups targeted to follow.
  • Ensure all work activities are in compliance with applicable rules, regulations, policies and procedures.
  • Additional responsibilities as requested.

Qualifications:

  • Bachelor’s Degree required; concentration in Finance or Accounting preferred.
  • At least 5 years of related work experience in investment research or financial services highly preferred.
  • MBA or CFA preferred.
  • Strong financial analysis and accounting statement analysis skills.
  • Knowledge of data gathering and analysis best practices and methodologies.
  • Strong written and verbal communication skills.
  • Knowledge of investment concepts and products.
  • Ability to build relationships and collaborate with investment and research teams.
  • Ability to work independently in support of team goals.
  • Proficient in Microsoft Office and industry standard data sources.

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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