William Blair & Co LLC

Research Analyst - U.S. Growth & Core (Financials)

William Blair & Co LLC • $170K — $180K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree required; MBA preferred
  • 5+ years of investment research experience required
  • Strong investment analytics and economic research skills
  • Proficient in Microsoft Office, Bloomberg, and other industry standard data sources
  • Ability to build relationships and collaborate effectively with teams

Responsibilities

  • Develop comprehensive knowledge of assigned industry and companies
  • Maintain accurate, up-to-date research databases
  • Analyze financial performance and competitive positioning of companies
  • Utilize quantitative tools for analyzing market sectors and trends
  • Prepare reports and presentations to convey research findings
  • Contribute insights for investment ideas and portfolio management
  • Document analysis activities while ensuring compliance with regulations

Benefits

  • Medical, dental, and vision coverage
  • Employer-paid short & long-term disability and life insurance
  • 401(k) with profit sharing
  • Paid time off
  • Family and fertility benefits including parental leave
Full Job Description
We're seeking an experienced all-cap financials Analyst 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 include but may not be limited to: - Develop detailed knowledge of assigned industry and companies to assess the relevance of market developments, news and related data. - Gather research data related to assigned industry and companies, and maintain accurate, current research databases. - Collect information on financial performance, competitive industry positioning, quality of company management, etc. - Utilize quantitative tools to analyze market sectors and trends and conduct statistical analyses. Develop and maintain financial models for revenue and income forecasts, cash flow analysis, balance sheet and quarterly projections. - Prepare industry and company reports, presentations and exhibits to summarize research findings for economic research findings for Research teams and portfolio management teams. - Provide input for new investment ideas and portfolio positions. - May participate in meetings with company management, brokers, investment and research staff to obtain relevant research information and present analysis findings. - Document and maintain information for analysis activities. - Ensure all work activities are in compliance with applicable rules, regulations, policies and procedures. - Additional responsibilities as requested. Qualifications: - Bachelor's Degree required; MBA preferred - 5+ years of investment research experience required - Investment analytics/economic research skills - Knowledge of data gathering and analysis best practices and methodologies - Strong written and verbal communications skills - Knowledge of investment concepts and products - Knowledge of applicable regulations - Ability to build relationships and collaborate with investment and research teams - Ability to work independently in support of team goals - Proficient in Microsoft Office, Bloomberg, and other investment industry standard data sources #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 $170,000-$180,000 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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