William Blair & Co LLC

Research Analyst - U.S. Growth & Core Equity (Generalist)

William Blair & Co LLC$200K — $225K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years of buy-side analyst experience, particularly in small-cap sectors.
  • Proficiency in accounting and finance principles.
  • Bachelor's degree required; MBA, CFA, or CPA preferred.
  • Strong organizational skills with the ability to manage multiple priorities.
  • Expertise in analyzing financial metrics and business strategies.
  • Excellent written and verbal communication skills.
  • Customer-service orientation, responding promptly to requests.

Responsibilities

  • Identify and recommend strategic investment opportunities for portfolio growth.
  • Analyze and monitor developments impacting assigned portfolio holdings.
  • Conduct in-depth fundamental analysis on sectors and industries for stock selection.
  • Clearly communicate investment recommendations to portfolio managers and team members.
  • Establish and maintain relationships with company managements and industry professionals.
  • Engage in field trips, executive interviews, and industry conferences to stay informed about trends.
  • Contribute to additional projects as directed by management.

Benefits

  • Medical, dental, and vision coverage.
  • Employer-paid short- and long-term disability and life insurance.
  • 401(k) retirement plan with profit sharing.
  • Paid time off for vacation and personal days.
  • Family and fertility benefits through Maven.
  • Parental leave for various family types including adoption and surrogacy.
Full Job Description
We're seeking an experienced small-cap Generalist to join our buy-side domestic research team which is responsible for identifying quality growth and core companies that will generate above-average results for clients over time with generally less risk than the market. The team identifies these companies through a combination of rigorous fundamental research and systematic inputs, following a disciplined process that emphasizes team collaboration. Responsibilities may include but are not limited to: • Identify and recommend new investment ideas to assist portfolio managers in generating above-market returns. • Continue to analyze and monitor developments that impact portfolio holdings for which the analyst is responsible. • Perform fundamental analysis on sectors and industries to aid in stock selection and portfolio construction. • 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. Qualifications: • >7 years of buy-side experience as an Analyst, either as a generalist or with broad small-cap sector coverage • Strong working knowledge of accounting and finance. • Bachelor's degree required; MBA, CFA, and/or CPA preferred. • Effectively prioritize time and manage multiple tasks as opportunities and issues arise. • Ability to analyze/model financial metrics, business strategies, and valuation parameters. • Strong written and verbal communication skills. • Customer service orientation; respond to requests in a timely manner. • Works well as a member of industry or portfolio teams. • Strong organizational skills. #LI-HK1 A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position. This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives. Our featured benefit offerings include medical, dental and vision coverage, employer paid short & 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), as well as other voluntary benefits. Salary Range $200,000-$225,000 USD

About William Blair & Co LLC

William Blair is a global investment banking and asset management firm that provides advisory services, strategies, and solutions to meet clients' evolving needs. The firm's investment banking group offers mergers and acquisitions, public and private financing, and other advisory services. William Blair's asset management group provides investment management, wealth management, and retirement planning services. The firm is headquartered in Chicago, Illinois, and has over 1,400 employees worldwide.
Learn more about William Blair & Co LLC
Size
1,400 employees
Industry
NASDAQ

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