Investment Research Associate: Data-Driven Market Insights

William Blair; Chicago (IL); On-site; USD 160,000 - 170,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401(k) and profit sharing

Paid time off

Job summary

William Blair, a premier global partnership, seeks a Research Associate to assemble and validate data on growth companies, conduct fundamental analyses, and develop financial models. You will prepare reports and presentation materials for investment teams, clients and prospects.

Responsibilities include supporting senior analysts, attending conferences, building relationships with executives, and identifying new investment ideas. Strong finance skills and licenses are required.

Qualifications

• Bachelor’s Degree required; concentration in Finance or Accounting preferred.
• CFA, CPA, or technical designation preferred.
• 2 – 5 years of related investment research experience required.
• SIE Exam, Series 7, 63, 86, and 87 required (must be obtained within first 180 days).
• Advanced conceptual and critical thinking skills.
• Advanced accounting and financial statement analysis skills.
• Proficiency in building computer generated financial models.
• Strong written and verbal communications skills, and the ability to convey complex financial information in an understandable manner to various audiences.
• Client service oriented.
• Ability to work independently in support of team goals.
• Proficient in Microsoft Office, Bloomberg, and other investment industry standard data sources.

Responsibilities

• Assemble and validate data on quality growth companies using internal and external data sources.
• Assist senior Research Analysts in defining and documenting objectives and approaches for specific research projects and studies.
• Build and/or update financial models and other statistical data to conduct security analyses and identify opportunities to achieve significant investment returns.
• Prepare internal and external written reports, notes, presentations, and other materials to communicate research findings, news events investment ideas and opinions resulting from security analyses.
• Visit companies, attend conferences and other relevant events.
• Build and maintain relationships with company executives. Document contact points and information obtained to assist in analysis activities.
• Identify and formulate new investment ideas, and issue opinions and recommendations to clients on securities and companies in targeted industry groups.
• Respond to inquiries from clients, investment teams, sales and marketing and the general public regarding individual securities or industry groups.
• Ensure all work activities are in compliance with applicable rules, regulations, policies and procedures.
• Additional responsibilities as requested.

Skills

Investment research

Financial analysis

Financial modeling

Written communication

Verbal communication

Independent work

Client service oriented

Education

Bachelor's Degree in Finance or Accounting

CFA

CPA

SIE

Series 7

Series 63

Series 86

Series 87

Tools

Microsoft Office

Bloomberg

Job description

William Blair, a premier global partnership, seeks a Research Associate to assemble and validate data on growth companies, conduct fundamental analyses, and develop financial models. You will prepare reports and presentation materials for investment teams, clients and prospects.

Responsibilities include supporting senior analysts, attending conferences, building relationships with executives, and identifying new investment ideas. Strong finance skills and licenses are required.