Tech Research Associate - Growth & Core Markets

William Blair; Chicago (IL); On-site; USD 120,000 - 130,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Paid time off

Job summary

William Blair in Chicago is seeking a Research Associate to perform fundamental research that informs clients and investment teams about companies and securities. You’ll gather and validate data, build and update financial models, and analyze industry sectors to identify opportunities.

You’ll prepare reports and presentations, visit companies, meet executives, and help identify new investment ideas for Portfolio Managers while ensuring compliance with rules and policies.

Qualifications

• Bachelor's degree required, concentration in Accounting or Finance preferred.
• 1–2 years of work experience within Big 4 or similar public accounting preferred.
• Strong financial analysis and accounting statement analysis skills.
• Knowledge of data gathering and analysis best practices and methodologies.
• Strong written and verbal communication skills.
• Basic knowledge of investment concepts and products with strong desire to learn.
• Ability to build relationships and collaborate with investment and research teams.
• Ability to work independently in support of team goals.
• Proficient in Microsoft Office and industry standard data sources.

Responsibilities

• Develop detailed knowledge of technology industry and companies and keep abreast of related market developments and news.
• Gather and analyze research data related to targeted industry and companies, and maintain accurate, current research databases.
• Conduct research analyses on targeted companies, including analysis of financial performance and management.
• Analyze market sectors and trends and conduct financial and accounting statement analyses.
• Prepare industry and company reports, presentations and exhibits to summarize research findings.

Skills

Financial analysis

Data gathering

Written communication

Verbal communication

Education

Bachelor's degree

Tools

MS Office

Industry data sources

Job description

William Blair in Chicago is seeking a Research Associate to perform fundamental research that informs clients and investment teams about companies and securities. You’ll gather and validate data, build and update financial models, and analyze industry sectors to identify opportunities.

You’ll prepare reports and presentations, visit companies, meet executives, and help identify new investment ideas for Portfolio Managers while ensuring compliance with rules and policies.