William Blair is seeking to deepen its expertise and relationships across regions, asset classes, and markets by hiring individuals who can provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries. The role aims to support senior Research Analysts in conducting fundamental research and analysis on companies and securities to identify investment opportunities and generate new business activity.
Requirements
- Assemble and validate data on quality growth companies using internal and external data sources.
- Build and/or update financial models and other statistical data to conduct security analyses and identify opportunities to achieve significant investment returns.
- Advanced accounting and financial statement analysis skills
- Proficiency in building computer generated financial models
- Proficient in Microsoft Office, Bloomberg, and other investment industry standard data sources
- SIE Exam, Series 7, Series 63, Series 86, and Series 87 required within first 180 days
Responsibilities
- Assemble and validate data on quality growth companies using internal and external data sources.
- Collect information on industry events, company financials and investment information, and other relevant data to support fundamental research objectives.
- Build and/or update financial models and other statistical data to conduct security analyses and identify opportunities to achieve significant investment returns.
- Prepare internal and external written reports, notes, presentations, and other materials to communicate research findings, news events investment ideas and opinions resulting from security analyses.
- Respond to inquiries from clients, investment teams, sales and marketing and the general public regarding individual securities or industry groups.
- Ensure all work activities are in compliance with applicable rules, regulations, policies and procedures.
Other
- Bachelor’s Degree required; concentration in Finance or Accounting preferred
- CFA, CPA, or technical designation preferred
- 2 – 5 years of related investment research experience required
- Advanced conceptual and critical thinking skills
- Strong written and verbal communications skills, and the ability to convey complex financial information in an understandable manner to various audiences
