Research Analyst - Biotechnology

William Blair•Boston, MA

4d•Hybrid

About The Position

William Blair is seeking a Research Analyst to apply specialized fundamental research knowledge and methodologies to analyze and recommend investment opportunities in quality growth companies. The role plans research studies; gathers, analyzes, and interprets company, industry, financial, and investment data; identifies investment opportunities; and forecasts company performance. The analyst develops opinions and communicates research findings and recommendations to investment teams, clients, and prospects. The position serves as a subject matter authority on companies in an industry sector, with the posting identifying biotechnology coverage and highlighting cell and gene therapy and/or inflammation and immunology (I&I) as preferred areas of coverage. The analyst collaborates with investment and trading teams, formulates investment ideas, prepares research and educational materials, cultivates relationships with company executives, and represents William Blair at industry events and investor meetings. The role also provides guidance to less experienced team members and ensures work complies with applicable rules, regulations, policies, and procedures.

Requirements

Bachelor’s degree and significant experience in the coverage industry or sector.
At least 3 years of related investment research experience.
SIE Exam and Series 7, Series 63, Series 86, and Series 87 required within the first 180 days.
Strong conceptual and critical-thinking skills.
Strong accounting and financial statement analysis skills.
Ability to build complex computer-generated financial models.
Strong written and verbal communication skills, including the ability to explain complex financial information clearly to varied audiences.
Client-service orientation.
Ability to work independently in support of team goals.
Proficiency in Microsoft Office, Bloomberg, and other standard investment-industry data sources.

Nice To Haves

CFA, CPA, or technical designation.
Coverage experience in cell and gene therapy and/or inflammation and immunology (I&I).

Responsibilities

Apply fundamental and technical research knowledge, methodologies, and best practices to plan, conduct, and present fundamental equity research studies.
Serve as a subject matter authority in research and investment analysis on companies in the relevant industry sector.
Collaborate with investment and trading teams to determine research needs and plan studies that support new investment ideas.
Determine approaches for collecting and analyzing company and industry data.
Define research objectives, analysis parameters, and fundamental research projects for the team.
Analyze and interpret company, industry, financial, and investment data and other relevant information to identify opportunities for investment teams and clients.
Synthesize key findings for reports and presentations.
Identify and formulate new investment ideas based on research findings.
Issue opinions and recommendations to clients on securities and companies within the analyst’s industry specialization to generate new business activity.
Provide detailed knowledge and commentary on industry and sector subject matter.
Guide the creation of reports, presentations, educational materials, and commentaries for investment teams, clients, and prospects.
Provide input into the development and marketing of investment solutions.
Cultivate relationships with company executives through regular contact, interviews, and company visits.
Represent William Blair, convey research opinions, and respond to inquiries at industry events, investment conferences, and meetings with institutional investors.
Provide guidance to less experienced team members.
Ensure work activities comply with applicable rules, regulations, policies, and procedures.
Perform additional responsibilities as requested.