Research Analyst - U.S. Growth & Core Equity (Generalist)

William Blair • Chicago, IL

15h

About The Position

We're seeking an experienced small-cap Generalist to join our buy-side domestic research team which is responsible for identifying quality growth and core 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.

Requirements

• >7 years of buy-side experience as an Analyst, either as a generalist or with broad small-cap sector coverage
• Strong working knowledge of accounting and finance.
• Bachelor’s degree required
• Effectively prioritize time and manage multiple tasks as opportunities and issues arise.
• Ability to analyze/model financial metrics, business strategies, and valuation parameters.
• Strong written and verbal communication skills.
• Customer service orientation; respond to requests in a timely manner.
• Works well as a member of industry or portfolio teams.
• Strong organizational skills.

Nice To Haves

• MBA, CFA, and/or CPA preferred

Responsibilities

• Identify and recommend new investment ideas to assist portfolio managers in generating above-market returns.
• Continue to analyze and monitor developments that impact portfolio holdings for which the analyst is responsible.
• Perform fundamental analysis on sectors and industries to aid in stock selection and portfolio construction.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level