Job details

JUNIOR RESEARCH ASSOCIATE - GLOBAL EQUITIES (FINANCIAL SECTOR)

COMPANY DESCRIPTION:

Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities. Join the Premier Global Boutique: William Blair.

At William Blair, serving our clients starts with the capabilities and collaboration of our team—making our employees our most important asset. Unlike others, we're an independent partnership that is personally committed to our people and clients. What sets us apart is the way we do it—our culture, our values, and our commitment to local communities.

We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.

Currently, our firm has more than 2,100 employees throughout North America, Europe, Asia and Australia.

A top priority of ours is talent development, fostering professional and personal growth of our employees. We take pride in empowering our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients have come to expect.

We work tirelessly to create an inclusive culture. Our employees have unique experiences, perspectives and backgrounds to thoughtfully meet the evolving challenges and opportunities facing our global client base amid dynamic market conditions and varying industries, whether technological, economic or geopolitical.

We are equally proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder more than 85 years ago.

For more information about our firm, log onto www.williamblair.com.

William Blair Investment Management is committed to building enduring relationships with our clients. We work closely with private and public pension funds, insurance companies, endowments, foundations, and sovereign wealth funds, as well as financial advisors. We are 100% active-employee-owned with broad-based ownership. Our investment teams are solely focused on active management and employ disciplined, analytical research processes across a wide range of strategies, including U.S. equity, non-U.S. equity, emerging markets debt, and multi-asset. William Blair is based in Chicago with global resources providing expertise and solutions to meet our clients’ evolving needs.

ABOUT THE TEAM:

William Blair’s buy-side research team is responsible for identifying quality growth companies that will generate above-average results for clients over time with generally less risk than the market. The team identifies these companies through a combination of rigorous fundamental research and systematic inputs, following a disciplined process that emphasizes team collaboration.

JOB SUMMARY & RESPONSIBILITIES:

This role will assist in the preparation and execution of industry and company research and analyses for use in the formulation of security analyses for our global equities research team specific to the financial sector. Responsibilities include but are not limited to:

Develop knowledge of assigned industry and companies and keep abreast of related market developments and news.
Assist with gathering and organizing research data related to assigned industry and/or companies, and maintain accurate, current research databases. Data entry in Excel.
Aggregate competitive industry positioning or other relevant data as directed by senior Research team members.
Support Research team members in defining and documenting objectives and approaches for specific research projects. Conduct research using predefined parameters. Communicate findings to the team and refine analyses based on team input.
As directed by senior team members, collect information on financial performance and help build and maintain financial models for revenue and income forecasts, cash flow analysis, balance sheet and quarterly projections which are aligned with research requests.
Assist in the preparation of industry and company reports, presentations and exhibits to summarize research findings for Research teams.
May participate in meetings with company management, brokers, investment and research staff to obtain relevant research information. Document and maintain information for analysis activities.
Ensure all work activities are in compliance with applicable rules, regulations, policies and procedures.

QUALIFICATIONS:

Bachelor’s degree required
1-2 years professional work experience, preferably in financial services or public accounting
Strong accounting skills required
Demonstrated interest in research and/or the stock market, genuine curiosity and interest in investing
Some knowledge of investment concepts and products
Advanced conceptual and critical thinking skills
Familiarity with data gathering and analysis, best practices and methodologies
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
Some background or interest in computer science preferred
Proficient in Microsoft Office
Knowledge of Bloomberg and other investment industry standard data sources preferred

#LI-HK1

By William Blair

Empower Colleagues. Deliver Client Success. Engage in Our Communities. At William Blair, serving our clients begins with the capabilities and collaboration of our teams - making our employees our most important asset. We believe that when we cre...

9 jobs

FUNDING

Private

SENIORITY LEVEL REQUIREMENT

Early

INDUSTRY

Investment & Asset Management

TEAM SIZE

1001-5000

LOCATION

Hybrid, based in Chicago, IL

DATE POSTED