Senior Small-Cap Research Analyst

William Blair; Chicago (IL); On-site; USD 200,000 - 225,000; Full time

Job summary

William Blair in Chicago is seeking an experienced small-cap Generalist to join our buy-side domestic research team, focusing on quality growth and core companies with above-average results and controlled risk.

The analyst will perform fundamental analysis, communicate recommendations to portfolio managers, develop relationships with company management and industry contacts, and participate in field trips and conferences.

Qualifications

• 7+ years of buy-side experience as an Analyst, either as a generalist or with broad small-cap sector coverage.
• Strong working knowledge of accounting and finance.
• Bachelor’s degree required; MBA, CFA, and/or CPA preferred.

Responsibilities

• Identify and recommend new investment ideas to assist portfolio managers in generating above-market returns.
• Continue to analyze and monitor developments that impact portfolio holdings for which the analyst is responsible.
• Perform fundamental analysis on sectors and industries to aid in stock selection and portfolio construction.
• Proactively, clearly, and concisely communicate investment recommendations to portfolio managers and other analysts.
• Develop and maintain research relationships including company managements, industry contacts, and research vendors (brokers and analysts).
• Make field trips, interview company executives, and attend industry conferences to stay abreast of changes in company fundamentals and industry trends.
• Participate in other projects as requested by management.

Skills

Buy-side experience

Financial modeling

Analytical skills

Communication skills

Team collaboration

Time management

Education

Bachelor’s degree

MBA

CFA

CPA

Job description

William Blair in Chicago is seeking an experienced small-cap Generalist to join our buy-side domestic research team, focusing on quality growth and core companies with above-average results and controlled risk.

The analyst will perform fundamental analysis, communicate recommendations to portfolio managers, develop relationships with company management and industry contacts, and participate in field trips and conferences.