William Blair needs to assemble and validate data on quality growth companies, conduct fundamental research and analyses on industry sectors, companies, and securities to provide trusted advice and solutions to meet clients' evolving needs amid dynamic market conditions.
Requirements
- Proficiency in building computer generated financial models
- Advanced accounting and financial statement analysis skills
- Proficient in Microsoft Office, Bloomberg, and other investment industry standard data sources
- Advanced conceptual and critical thinking skills
- 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.
- Evaluate potential data sources and ensure data complies with firmwide data standards.
- 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.
- Visit companies, attend conferences and other relevant events.
- Build and maintain relationships with company executives.
Other
- 2 – 5 years of related investment research experience required
- Bachelor’s Degree required; concentration in Finance or Accounting preferred
- CFA, CPA, or technical designation preferred
- Strong written and verbal communications skills, and the ability to convey complex financial information in an understandable manner to various audiences
- Client service oriented
