William Blair · 3 months ago
Research Associate - Global Equity (Healthcare)
William Blair is a Premier Global Partnership committed to providing trusted advice and fostering professional growth within an inclusive culture. The Research Associate will assist in industry and company research, prepare financial models, and communicate investment ideas through reports and presentations.
BankingFinanceWealth Management
Responsibilities
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
Qualification
Required
Bachelor's Degree required; concentration in Finance or Accounting preferred
Previous work experience in investment research or financial services preferred
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
Benefits
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)
Other voluntary benefits
Company
William Blair
William Blair is a global investment banking and asset management firm.
H1B Sponsorship
William Blair has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (10)
2024 (17)
2023 (20)
2022 (20)
2021 (29)
2020 (20)
Funding
Current Stage
Late StageRecent News
2026-01-16
2026-01-03
Company data provided by crunchbase