Research Analyst - U.S. Growth & Core (Financials)

William Blair • Chicago, IL

13d • $170,000 - $180,000

About The Position

Join William Blair, the Premier Global Partnership, as an experienced all-cap financials Analyst on our buy-side domestic research team. This team 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

• Bachelor’s Degree required
• 5+ years of investment research experience required
• Investment analytics/economic research skills
• Knowledge of data gathering and analysis best practices and methodologies
• Strong written and verbal communications skills
• Knowledge of investment concepts and products
• Knowledge of applicable regulations
• Ability to build relationships and collaborate with investment and research teams
• Ability to work independently in support of team goals
• Proficient in Microsoft Office, Bloomberg, and other investment industry standard data sources

Nice To Haves

• MBA preferred

Responsibilities

• Develop detailed knowledge of assigned industry and companies to assess the relevance of market developments, news and related data.
• Gather research data related to assigned industry and companies, and maintain accurate, current research databases.
• Collect information on financial performance, competitive industry positioning, quality of company management, etc.
• Utilize quantitative tools to analyze market sectors and trends and conduct statistical analyses.
• Develop and maintain financial models for revenue and income forecasts, cash flow analysis, balance sheet and quarterly projections.
• Prepare industry and company reports, presentations and exhibits to summarize research findings for economic research findings for Research teams and portfolio management teams.
• Provide input for new investment ideas and portfolio positions.
• May participate in meetings with company management, brokers, investment and research staff to obtain relevant research information and present analysis findings.
• Document and maintain information for analysis activities.
• Ensure all work activities are in compliance with applicable rules, regulations, policies and procedures.
• Additional responsibilities as requested.

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
• discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives

What This Job Offers

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