William Blair
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Solutions for today’s challenges. Vision for tomorrow’s opportunities. Join William Blair, the Premier Global Partnership. William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia. We are committed to our people and culture, values, clients, and local communities. What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries. We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. We work tirelessly to create an inclusive culture and take pride in fostering employees’ professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem‑solving abilities that our clients expect. Equally, we are proud of our long‑term partnerships with the communities in which we live and work, a legacy we inherited from our founder. We invite you to learn about how we are seeking excellence in everything we do and empowering our clients’ success with passion, creativity, and rigor.
Responsibilities
Assemble and validate data on quality growth companies using internal and external data sources. Collect information on industry events, company financials and investment information, and other relevant data to support fundamental research objectives. Evaluate potential data sources and ensure data complies with firm‑wide data standards.
Assist senior Research Analysts in defining and documenting objectives and approaches for specific research projects and studies. Conduct research using predefined parameters. Build and/or update financial models and other statistical data to conduct security analyses and identify opportunities to achieve significant investment returns. Communicate findings to the Research team and refine analyses based on team input.
Prepare internal and external written reports, notes, presentations, and other materials to communicate research findings, news events investment ideas and opinions resulting from security analyses.
Visit companies, attend conferences and other relevant events. Build and maintain relationships with company executives. Document contact points and information obtained to assist in analysis activities.
Identify and formulate new investment ideas, and issue opinions and recommendations to clients on securities and companies in targeted industry groups in order to generate new business activity.
Respond to inquiries from clients, investment teams, sales and marketing and the general public regarding individual securities or industry groups.
Ensure all work activities are in compliance with applicable rules, regulations, policies and procedures.
Additional responsibilities as requested.
Qualifications
Bachelor’s Degree required; concentration in Finance or Accounting preferred.
CFA, CPA, or technical designation preferred.
Experience in healthcare (educationally or past employment) preferred.
2 – 5 years of related investment research experience required.
SIE Exam, Series 7, Series 63, Series 86, and Series 87 required within first 180 days.
Advanced conceptual and critical thinking skills.
Advanced accounting and financial statement analysis skills.
Proficiency in building computer‑generated financial models.
Strong written and verbal communication skills, and the ability to convey complex financial information in an understandable manner to various audiences.
Client service oriented.
Ability to work independently in support of team goals.
Proficient in Microsoft Office, Bloomberg, and other investment industry standard data sources.
Salary & Compensation Base salary range: $140,000 – $155,000 USD. This role is eligible for discretionary annual bonus and/or commission-based incentives.
Benefits Medical, dental and vision coverage; employer paid short‑term and long‑term disability; life insurance; 401(k); profit sharing; paid time off; Maven family & fertility benefit; parental leave (including adoption, surrogacy, and foster placement); and other voluntary benefits.
Equal Opportunity Employer William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, disability, or any other factor.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
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Solutions for today’s challenges. Vision for tomorrow’s opportunities. Join William Blair, the Premier Global Partnership. William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia. We are committed to our people and culture, values, clients, and local communities. What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries. We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions. We work tirelessly to create an inclusive culture and take pride in fostering employees’ professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem‑solving abilities that our clients expect. Equally, we are proud of our long‑term partnerships with the communities in which we live and work, a legacy we inherited from our founder. We invite you to learn about how we are seeking excellence in everything we do and empowering our clients’ success with passion, creativity, and rigor.
Responsibilities
Assemble and validate data on quality growth companies using internal and external data sources. Collect information on industry events, company financials and investment information, and other relevant data to support fundamental research objectives. Evaluate potential data sources and ensure data complies with firm‑wide data standards.
Assist senior Research Analysts in defining and documenting objectives and approaches for specific research projects and studies. Conduct research using predefined parameters. Build and/or update financial models and other statistical data to conduct security analyses and identify opportunities to achieve significant investment returns. Communicate findings to the Research team and refine analyses based on team input.
Prepare internal and external written reports, notes, presentations, and other materials to communicate research findings, news events investment ideas and opinions resulting from security analyses.
Visit companies, attend conferences and other relevant events. Build and maintain relationships with company executives. Document contact points and information obtained to assist in analysis activities.
Identify and formulate new investment ideas, and issue opinions and recommendations to clients on securities and companies in targeted industry groups in order to generate new business activity.
Respond to inquiries from clients, investment teams, sales and marketing and the general public regarding individual securities or industry groups.
Ensure all work activities are in compliance with applicable rules, regulations, policies and procedures.
Additional responsibilities as requested.
Qualifications
Bachelor’s Degree required; concentration in Finance or Accounting preferred.
CFA, CPA, or technical designation preferred.
Experience in healthcare (educationally or past employment) preferred.
2 – 5 years of related investment research experience required.
SIE Exam, Series 7, Series 63, Series 86, and Series 87 required within first 180 days.
Advanced conceptual and critical thinking skills.
Advanced accounting and financial statement analysis skills.
Proficiency in building computer‑generated financial models.
Strong written and verbal communication skills, and the ability to convey complex financial information in an understandable manner to various audiences.
Client service oriented.
Ability to work independently in support of team goals.
Proficient in Microsoft Office, Bloomberg, and other investment industry standard data sources.
Salary & Compensation Base salary range: $140,000 – $155,000 USD. This role is eligible for discretionary annual bonus and/or commission-based incentives.
Benefits Medical, dental and vision coverage; employer paid short‑term and long‑term disability; life insurance; 401(k); profit sharing; paid time off; Maven family & fertility benefit; parental leave (including adoption, surrogacy, and foster placement); and other voluntary benefits.
Equal Opportunity Employer William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, disability, or any other factor.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
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