Research Associate - Industrial Technology

williamblair; Chicago (IL); Hybrid; USD 130.000 - 145.000; Vollzeit

Zusammenfassung

William Blair is seeking a sell-side Research Associate in the Industrials sector to perform fundamental research, build models, and prepare analyses for clients and investment teams.

You will work with senior analysts to gather data, validate information, and generate investment ideas, while visiting companies and attending conferences to strengthen industry insights. The role emphasizes independent work and strong communication skills.

Qualifikationen

• Bachelor's degree in Finance or Accounting required or equivalent
• CFA/CPA or technical designation preferred
• 2–5 years of related investment research experience required
• SIE, Series 7, 63, 86, and 87 required 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; ability to convey complex financial information
• Client service oriented; ability to work independently
• Proficient in Bloomberg and Microsoft Office

Aufgaben

• Assemble and validate data on quality growth companies using internal and external data sources
• Assist senior Research Analysts in defining objectives and approaches for research projects; build/update financial models
• Prepare internal and external reports, notes, and presentations to communicate research findings
• Visit companies and attend conferences; build relationships with executives
• Identify and formulate new investment ideas and communicate recommendations to clients
• Respond to inquiries from clients, investment teams, sales and the general public
• Ensure compliance with rules, policies, and procedures
• Additional responsibilities as requested

Kenntnisse

Investment research

Financial modeling

Communication skills

Independent work

Critical thinking

Ausbildung

Bachelor's degree in Finance or Accounting

CFA or CPA preferred

Tools

Bloomberg

Microsoft Office

Jobbeschreibung

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities.

Join William Blair, the Premier Global Partnership.

As a sell-side Research Associate for William Blair's Industrials sector, you'll conduct the fundamental research that shapes how our clients and investment teams understand companies and securities. Working at the direction of senior research analysts, you'll assemble and validate data on quality growth companies, build and update financial models, and analyze industry sectors and securities to identify opportunities. You'll prepare reports, notes, and presentations, visit companies, attend conferences, and build relationships with company executives. Your investment ideas and recommendations reach clients directly and help generate new business for the firm.

Responsibilities include but may not be limited to:

• Assemble and validate data on quality growth companies using internal and external data sources. Collect information on industry events, company financials and investment information, and other relevant data to support fundamental research objectives. Evaluate potential data sources and ensure data complies with firmwide data standards.
• Assist senior Research Analysts in defining and documenting objectives and approaches for specific research projects and studies. Conduct research using predefined parameters. Build and/or update financial models and other statistical data to conduct security analyses and identify opportunities to achieve significant investment returns. Communicate findings to Research team and refine analyses based on team input.
• 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 in order to generate new business activity.
• 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.

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, Series 63, Series 86, and Series 87 required 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

#LI-CG1

#LI-Hybrid

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

$130,000 - $145,000 USD

About Our Firm

William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets across North America, Europe, and Asia. We provide advisory services, strategies, and solutions to meet clients' evolving need