Research Analyst - Biotechnology

William Blair • Boston, MA

5d • $255,000 - $400,000 • 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; and develops opinions and recommendations about companies in the biotechnology sector. The analyst synthesizes research findings into reports and presentations and educates investment teams, clients, and prospects. The position also provides subject-matter expertise and guidance to less experienced team members.

The analyst collaborates with investment and trading teams to identify research needs and investment ideas, establishes study objectives and analytical approaches, and evaluates potential investment opportunities. The role involves building relationships with company executives, representing William Blair at industry events and investor meetings, and ensuring work complies with applicable rules, regulations, policies, and procedures. The position is preferably based in the Boston or New York office.

Requirements

• Bachelor’s degree and significant experience in the coverage industry or sector.
• At least 3 years of related investment research experience.
• SIE Exam, 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 to varied audiences.
• Client-service orientation.
• Ability to work independently in support of team goals.
• Proficiency in Microsoft Office, Bloomberg, and other investment-industry-standard data sources.

Nice To Haves

• CFA, CPA, or technical designation.
• Coverage experience in cell and gene therapy and/or inflammation and immunology (I&I).
• Preference for the role to be based in the Boston or New York office.

Responsibilities

• Plan, conduct, and present fundamental equity research studies using specialized research methodologies and best practices.
• Serve as a subject-matter authority in research and investment analysis for the assigned industry sector.
• Collaborate with investment and trading teams to identify research needs and plan studies that facilitate new investment ideas.
• Determine approaches for collecting and analyzing company and industry data; define research objectives and analysis parameters; and plan team research projects.
• Analyze and interpret company, industry, financial, and investment data to identify investment opportunities and forecast company performance.
• Synthesize findings into reports and presentations for investment teams, clients, and prospects.
• Identify investment ideas and issue opinions and recommendations to clients about securities and companies in the area of specialization.
• Provide detailed industry and sector knowledge and commentary.
• Guide the creation of reports, presentations, educational materials, and commentaries; contribute to the development and marketing of investment solutions.
• Cultivate relationships with company executives through regular contact, interviews, and company visits.
• Represent William Blair, communicate 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.

Benefits

• Medical, dental, and vision coverage.
• Employer-paid short- and long-term disability insurance and life insurance.
• 401(k).
• Profit sharing.
• Paid time off.
• Maven family and fertility benefit.
• Parental leave, including adoption, surrogacy, and foster placement.
• Other voluntary benefits.
• Eligibility for a discretionary annual bonus and/or commission-based incentives.

What This Job Offers

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