William Blair is seeking to hire an analyst for its U.S. Value Equity Team to identify and recommend new investment ideas, analyze industry sectors, and monitor portfolio holdings to assist portfolio managers in generating capital gains.
Requirements
- Minimum 10 years of related investment research experience
- Buy-side experience required making buy and sell recommendations to portfolio managers with a proven record of outperformance
- Strong knowledge of the domestic small and mid-cap consumer sector
- Strong working knowledge of accounting and finance
- Ability to analyze/model financial metrics, business strategies, and valuation parameters
Responsibilities
- Identify and recommend new investment ideas that are suitable for investment management 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 sector to provide a frame of reference for investing in industry 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.
Other
- Effectively prioritize time and manage multiple tasks as prices change and issues arise
- 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
