William Blair
Research Analyst - U.S. Value Equity (Technology)
William Blair, Baltimore, Maryland, United States, 21276
Research Analyst - U.S. Value Equity (Technology)
Join to apply for the Research Analyst - U.S. Value Equity (Technology) role at William Blair.
1 day ago – Be among the first 25 applicants.
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 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 seek excellence in everything we do and empower our clients’ success with passion, creativity, and rigor. For more information, visit williamblair.com.
The U.S. Value Equity Team has a collaborative culture that promotes team stability. This seasoned, experienced, and specialized team has been working together for more than a decade, providing extensive institutional memory and knowledge of the investable universe. The team seeks to invest in undervalued small and midcap companies that it believes possess solid balance sheets and free cash flow generation along with management teams that are strong stewards of capital.
Responsibilities
Identify and recommend new investment ideas that are suitable for investment management clients to assist portfolio managers in generating capital gains; continue to analyze and monitor developments that impact portfolio holdings for which the analyst is responsible.
Perform fundamental analysis on industry sectors to provide a frame of reference for investing in industry or market sectors and related sub‑sectors.
Proactively, clearly, and concisely communicate investment recommendations to portfolio managers and other analysts.
Develop and maintain research relationships including company management, 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.
Additional responsibilities as requested.
Qualifications
Minimum 10 years of related investment research experience.
Buy‑side experience required making buy and sell recommendations to portfolio managers with a proven record of outperformance.
Strong knowledge of the domestic small and mid‑cap technology sector.
Strong working knowledge of accounting and finance.
Bachelor’s degree required; MBA, CFA preferred.
Effectively prioritize time and manage multiple tasks as prices change and issues arise.
Ability to analyze/model financial metrics, business strategies, and valuation parameters.
Strong written and verbal communication skills.
Customer‑service orientation, responds to requests in a timely manner.
Works well as a member of industry or portfolio teams.
Strong organizational skills.
Compensation and Benefits Base salary: $200,000—$225,000 USD. The role is eligible for discretionary annual bonus and/or commission‑based incentives.
Benefits include medical, dental and vision coverage; employer‑paid short‑ and 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); and other voluntary benefits.
EEO Statement 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, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v.
Privacy Policies
California Consumer Privacy Act Privacy Notice (CCPA)
General Data Protection Regulation Privacy Notice (GDPR)
Safety Note Be aware of hiring scams: William Blair has clear processes and guidelines regarding recruiting. We do not request personal financial information in connection with an employment application nor do we extend any employment offers without first conducting an interview through one of our registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
Recruiter Information Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.
Contact Contact us should you have any questions or concerns.
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1 day ago – Be among the first 25 applicants.
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 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 seek excellence in everything we do and empower our clients’ success with passion, creativity, and rigor. For more information, visit williamblair.com.
The U.S. Value Equity Team has a collaborative culture that promotes team stability. This seasoned, experienced, and specialized team has been working together for more than a decade, providing extensive institutional memory and knowledge of the investable universe. The team seeks to invest in undervalued small and midcap companies that it believes possess solid balance sheets and free cash flow generation along with management teams that are strong stewards of capital.
Responsibilities
Identify and recommend new investment ideas that are suitable for investment management clients to assist portfolio managers in generating capital gains; continue to analyze and monitor developments that impact portfolio holdings for which the analyst is responsible.
Perform fundamental analysis on industry sectors to provide a frame of reference for investing in industry or market sectors and related sub‑sectors.
Proactively, clearly, and concisely communicate investment recommendations to portfolio managers and other analysts.
Develop and maintain research relationships including company management, 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.
Additional responsibilities as requested.
Qualifications
Minimum 10 years of related investment research experience.
Buy‑side experience required making buy and sell recommendations to portfolio managers with a proven record of outperformance.
Strong knowledge of the domestic small and mid‑cap technology sector.
Strong working knowledge of accounting and finance.
Bachelor’s degree required; MBA, CFA preferred.
Effectively prioritize time and manage multiple tasks as prices change and issues arise.
Ability to analyze/model financial metrics, business strategies, and valuation parameters.
Strong written and verbal communication skills.
Customer‑service orientation, responds to requests in a timely manner.
Works well as a member of industry or portfolio teams.
Strong organizational skills.
Compensation and Benefits Base salary: $200,000—$225,000 USD. The role is eligible for discretionary annual bonus and/or commission‑based incentives.
Benefits include medical, dental and vision coverage; employer‑paid short‑ and 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); and other voluntary benefits.
EEO Statement 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, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v.
Privacy Policies
California Consumer Privacy Act Privacy Notice (CCPA)
General Data Protection Regulation Privacy Notice (GDPR)
Safety Note Be aware of hiring scams: William Blair has clear processes and guidelines regarding recruiting. We do not request personal financial information in connection with an employment application nor do we extend any employment offers without first conducting an interview through one of our registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
Recruiter Information Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.
Contact Contact us should you have any questions or concerns.
#J-18808-Ljbffr