Research Associate, Global Financials

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

Join William Blair, the Premier Global Partnership.

William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.

We are committed to our people and culture, values, clients, and local communities.

What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries.

We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.

We work tirelessly to create an inclusive culture and take pride in fostering employees’ professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.

Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder.

We invite you to learn about how we are seeking excellence in everything we do and empowering our clients’ success with passion, creativity, and rigor. For more information, visit williamblair.com.

Assist in the preparation and execution of industry and company research and analyses for use in the formulation of security analyses. Gather, organize, and analyze market, company and financial performance data as directed by senior Research team members. Create and maintain financial models based on analysis requests. Prepare internal written reports, notes, presentations and other documents to communicate investment ideas, research, news events and opinions regarding security analyses.

Responsibilities Include But May Not Be Limited To

• Build knowledge of assigned industry and companies and keep abreast of related market developments and news.
• Gather and organize research data related to assigned industry and companies, and maintain accurate, current research databases. Collect information on financial performance, competitive industry positioning, quality of company management, etc. as directed by senior Research team members.
• Analyze market sectors and trends and conduct financial and accounting statement analyses. Develop and maintain financial models for revenue and income forecasts, cash flow analysis, balance sheet and quarterly projections which are aligned with research requests.
• Assist in the preparation of industry and company reports, presentations and exhibits to summarize research findings for Research teams.
• May participate in meetings with company management, brokers, investment and research staff to obtain relevant research information. Document and maintain information for analysis activities.
• 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
• Previous work experience in investment research or financial services
• Financial analysis and accounting statement analysis skills
• Familiarity with data gathering and analysis best practices and methodologies
• Ability to clearly communicate both verbally and through written communication
• Basic knowledge of investment concepts and products
• Ability to build relationships and collaborate with investment and research teams
• Ability to work independently in support of team goals
• Proficient in Microsoft Office
  
  

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

Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.

Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.

Download William Blair's Privacy Policies For Job Applicants

• California Consumer Privacy Act Privacy Notice (CCPA)
• General Data Protection Regulation Privacy Notice (GDPR)
  
  

Contact us should you have any questions or concerns.