William Blair
Research Analyst - U.S. Value Equity (Consumer)
William Blair, Baltimore, Maryland, United States, 21276
Research Analyst - U.S. Value Equity (Consumer)
Join to apply for the Research Analyst - U.S. Value Equity (Consumer) role at William Blair.
William Blair has delivered trusted advice for nine decades and continues to deepen expertise across North America, Europe, Asia, and Australia. The U.S. Value Equity Team has a collaborative culture and focuses on investing in undervalued small and mid‑cap consumer companies.
Responsibilities
Identify and recommend new investment ideas 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 managements, 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 consumer sector.
Strong working knowledge of accounting and finance.
Bachelor’s degree required; MBA, and/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.
Salary Range: $200,000—$225,000 USD. This 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) with profit sharing; paid time off; Maven family & fertility benefit; parental leave (including adoption, surrogacy, and foster placement); and other voluntary benefits.
William Blair is an equal opportunity employer and complies with all anti‑discrimination laws. EOE m/f/d/v.
Be aware of hiring scams: William Blair does not request personal financial information in connection with an employment application and does not make offers without a formal interview.
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. Unsolicited resumes will not be considered as a valid submission.
For privacy notice, see our California Consumer Privacy Act (CCPA) and General Data Protection Regulation (GDPR) notices.
Referrals increase your chances of interviewing at William Blair by 2x.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Research, Analyst, and Information Technology
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William Blair has delivered trusted advice for nine decades and continues to deepen expertise across North America, Europe, Asia, and Australia. The U.S. Value Equity Team has a collaborative culture and focuses on investing in undervalued small and mid‑cap consumer companies.
Responsibilities
Identify and recommend new investment ideas 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 managements, 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 consumer sector.
Strong working knowledge of accounting and finance.
Bachelor’s degree required; MBA, and/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.
Salary Range: $200,000—$225,000 USD. This 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) with profit sharing; paid time off; Maven family & fertility benefit; parental leave (including adoption, surrogacy, and foster placement); and other voluntary benefits.
William Blair is an equal opportunity employer and complies with all anti‑discrimination laws. EOE m/f/d/v.
Be aware of hiring scams: William Blair does not request personal financial information in connection with an employment application and does not make offers without a formal interview.
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. Unsolicited resumes will not be considered as a valid submission.
For privacy notice, see our California Consumer Privacy Act (CCPA) and General Data Protection Regulation (GDPR) notices.
Referrals increase your chances of interviewing at William Blair by 2x.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Research, Analyst, and Information Technology
#J-18808-Ljbffr