William Blair needs to formulate security analyses by preparing and executing industry and company research and analyses. This involves gathering, organizing, and analyzing market, company, and financial performance data, creating financial models, and preparing reports to communicate investment ideas and opinions.
Requirements
- Financial analysis and accounting statement analysis skills
- Familiarity with data gathering and analysis best practices and methodologies
- Basic knowledge of investment concepts and products
- Proficient in Microsoft Office
Responsibilities
- Assist in the preparation and execution of industry and company research and analyses for use in the formulation of security analyses.
- Gather, organize, and analyze market, company and financial performance data as directed by senior Research team members.
- Create and maintain financial models based on analysis requests.
- Prepare internal written reports, notes, presentations and other documents to communicate investment ideas, research, news events and opinions regarding security analyses.
- Gather and organize research data related to assigned industry and companies, and maintain accurate, current research databases.
- 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 which are aligned with research requests.
Other
- Bachelor’s Degree required; concentration in Finance or Accounting preferred
- 1-2 years work experience in investment research or financial services required
- Ability to clearly communicate both verbally and through written communication
- Ability to build relationships and collaborate with investment and research teams
- Ability to work independently in support of team goals
