Junior Equity Sales-Trading Analyst - San Francisco
William Blair•San Francisco, CA
•$110,000 - $120,000•Hybrid
About The Position
This is a two-year development role designed to provide hands-on exposure to the equity markets, institutional client coverage, and trade execution. It is ideal for individuals interested in financial markets who thrive in a fast-paced, team-oriented environment and are eager to build strong client relationships over time. The analyst will work closely with the Head of Sales-Trading, senior sales-traders, traders, and research professionals to facilitate client activity, generate actionable market insights, and develop the foundational skills required for a career in institutional equities.
Requirements
- Bachelor’s degree required (Finance, Economics, Business, Mathematics, or related field preferred)
- Expected graduation date: Winter 2025 – Spring 2026
- Strong interest in financial markets and institutional investment
- Demonstrated ability to work in a fast-paced, high-performance environment
- Excellent written and verbal communication skills
- Strong attention to detail and organizational ability
- Ability to manage multiple priorities under tight deadlines
- Team-oriented mindset with strong work ethic and intellectual curiosity
- Proficiency in Microsoft Excel, PowerPoint, and Word
- SIE Exam, Series 7, and Series 63 must be obtained within 150 days of employment
- Ability to work full U.S. equity market hours, beginning at 4:25 am PT, including pre‑market preparation and end‑of‑day responsibilities
- Must be authorized to work in the U.S. without sponsorship now or in the future
Nice To Haves
- Internship or prior work experience in financial services industry preferred
Responsibilities
- Partner with senior sales-traders with execution support, order management, and market color
- Monitor market activity, news flow, and research updates to identify actionable insights for clients
- Prepare timely summaries of key market developments, earnings announcements, and sector trends
- Support program trades and execution workflow across internal trading systems
- Track relevant economic releases, corporate news, and technical market developments throughout the trading day
- Prepare content and talking points for client interactions
- Support development of institutional client relationships through proactive communication and follow-up
- Coordinate meetings, calls, and marketing initiatives with clients
- Maintain CRM notes and ensure accurate tracking of client interactions and engagement
- Screen internal and external research to identify high-conviction investment ideas
- Summarize analyst views and key themes relevant to institutional investors
- Assess and synthesize market intelligence gathered from research, trading flows, and client dialogue
- Contribute to internal morning notes and market commentary distributed to clients
- Collaborate closely with equity research, trading, and sales teams
- Complete special projects, develop client presentations, and market analysis
- Ensure adherence to regulatory requirements and internal compliance policies
- Continuously develop knowledge of equity market structure, trading mechanics, and institutional client needs
Benefits
- medical, dental and vision coverage
- employer paid short & long-term disability and life insurance
- 401(k)
- profit sharing
- paid time off
- Maven family & fertility benefit
- parental leave (including adoption, surrogacy, and foster placement)
- other voluntary benefits
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
