Equity Research Associate – Energy & Power Technologies

Imea; Boston, Chicago (MA, IL); Hybrid; USD 140,000 - 155,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Employer paid disability and life保险

401(k) and profit sharing

Paid time off

Job summary

William Blair, based in Boston, seeks a research professional to assemble and validate data on growth companies and perform fundamental analyses across multiple sectors. The role involves developing and updating financial models and preparing investment reports for internal teams and clients.

Responsibilities include visiting companies, attending conferences, communicating ideas clearly, and supporting management with research deliverables.

Qualifications

• MD/PhD in biology or chemistry (or related life sciences) strongly preferred.
• 1–2 years related work or internship experience.
• Strong writing skills required.
• Strong analytical and critical thinking skills.
• Strong accounting and financial statement analysis skills.
• Capable of building computer generated financial models.
• Excellent verbal and written communication.
• Proficient in Internet searches and MS Office products.
• Ability to summarize complex information clearly.
• Commitment to satisfying internal and external customers.
• SIE, Series 7, 63, 86, 87 required within 180 days.

Responsibilities

• Assemble and validate data on quality growth companies and conduct fundamental research.
• Develop and update financial models and statistical data for security analyses.
• Prepare internal and external reports, notes, and investment ideas.
• Visit companies and attend events to build information sources.
• Communicate investment ideas and respond to inquiries from clients and colleagues.

Skills

Strong writing

Critical thinking

Financial statement analysis

Verbal and written communication

Attention to detail

Education

MD/PhD in biology or chemistry

Tools

Microsoft Office

Internet research

Job description

Job Description

William Blair’s sell-side equity research team is responsible for delivering superior investment ideas and value-added perspective for over 600 quality growth companies. Through exhaustive fundamental research and unique insight derived from independent thinking, the team’s award-winning analysts work tirelessly to identify companies that can deliver superior investment returns for clients. Acting as the company’s laboratory for new investment ideas, it specializes in providing investment analysis on companies in the following industry sectors: consumer; financial services and technology; global industrial infrastructure; global services; healthcare; and technology, media, and communications.

Assemble and validate data on quality growth companies and conduct fundamental research and analyses on industry sectors, companies and securities at the direction of senior Research Analysts. Develop and/or update financial models and other statistical data for security analyses. Document findings and develop reports, presentation materials and educational tools for investment teams, clients and prospects.

Responsibilities include but may not be limited to:

• Conduct research, build and/or update financial models and other statistical data for use in the formulation of security analysis.
• Prepare internal and external written reports, notes, and other documents to communicate investment ideas, research, news events and opinions regarding security analysis.
• Visit companies, attend conferences and other relevant events. Build and maintain relationships with company executives, prepare records and files to develop and maintain sources of information to assist in analysis activities.
• Answer inquiries from customers, personnel of the firm and the general public regarding individual securities or industry groups.
• Identify and formulate new investment ideas, and issue opinions and recommendations to clients on securities and companies in one or more industry groups targeted to follow, in order to generate new business activity.
• Participate in other projects as requested by management.

Qualifications:

• M.D. or Ph.D. in biology or chemistry (or related life sciences field) strongly preferred.
• Minimum of 1-2 years related work or internship experience.
• Strong writing skills required.
• Strong conceptual and critical thinking skills.
• Strong accounting and financial statement analysis skills.
• Capable of building computer generated financial models.
• Delivers clear, effective verbal and written communication and takes responsibility for understanding others.
• Proficient in Internet searches and Microsoft Office products.
• Practical and capable of simplifying and summarizing complex information.
• Commits to satisfying internal and external customers.
• SIE Exam, Series 7, 63, 86, and 87 required (must be obtained within first 180 days).

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

$140,000—$155,000 USD

Tagged as: Hybrid