William Blair needs to formulate security analyses and provide tailored, thoughtful work and problem-solving abilities to meet clients’ evolving needs amid dynamic market conditions and varying industries.
Requirements
- Strong financial analysis and accounting statement analysis skills
- Knowledge of data gathering and analysis best practices and methodologies
- 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
Responsibilities
- Prepare and execute industry and company research and analyses for use in the formulation of security analyses.
- Gather, organize, and analyze market, company and financial performance data.
- Create and maintain financial models.
- Prepare reports, notes, presentations and other documents to communicate investment ideas, research, news events and opinions regarding security analyses.
- Host meetings with company executives, sell-side brokers, and third-party research providers.
- 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.
Other
- Bachelor’s Degree required; concentration in Finance or Accounting preferred
- 3+ years of related work experience in investment research or financial services preferred
- MBA or CFA preferred
- Strong written and verbal communication skills
