Senior Research Associate - Consumer Sector

William Blair; New York (NY); On-site; USD 160,000 - 170,000; Full time

Job summary

William Blair in New York is seeking a sell-side Research Associate to assemble and validate data on quality growth companies and perform fundamental analysis under Senior Analysts. You will develop and update financial models and prepare reports for investment teams and clients.

You will visit companies, attend conferences, and build relationships with executives, while ensuring compliance with firm standards and contributing to investment ideas and recommendations.

Qualifications

• Bachelor’s degree in Finance or Accounting required.
• 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; ability to convey complex financial information clearly.
• 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 objectives and approaches for specific research projects; build/update financial models.
• Prepare internal and external written reports, notes, presentations, and other materials to communicate research findings.
• Visit companies, attend conferences and other events; build relationships with executives and document contact points.
• Identify and formulate new investment ideas and communicate opinions to clients.
• Respond to inquiries from clients and investment teams regarding securities and industry groups.
• Ensure compliance with applicable rules, regulations, policies and procedures.
• Additional responsibilities as requested.

Skills

Analytical thinking

Critical thinking

Communication skills

Client service orientation

Independent work capability

Education

Bachelor’s Degree in Finance or Accounting

CFA

CPA

SIE Exam, Series 7, 63, 86, 87 (within 180 days)

Tools

Microsoft Office

Bloomberg

Job description

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

Join William Blair, the Premier Global Partnership.

As a sell-side Research Associate, you will 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

• 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, 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

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

$160,000—$170,000 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 throughout North America, Europe, and Asia. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com.

William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v