William Blair · 11 hours ago
Equity Research Associate - FinTech
New York, NY
Full-time
Onsite
Entry, Mid Level
$140K/yr - $155K/yr
2+ years expWilliam Blair is a Premier Global Partnership seeking an Equity Research Associate to support their investment research efforts. The role involves assembling and validating data, conducting fundamental research, and developing financial models to assist senior Research Analysts and communicate findings to clients and investment teams.
BankingFinanceWealth Management
Responsibilities
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
Qualification
Required
Bachelor's Degree required; concentration in Finance or Accounting preferred
2 – 5 years of related investment research experience required
SIE Exam, Series 7, Series 63, Series 86, and Series 87 required 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
Preferred
CFA, CPA, or technical designation preferred
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)
As well as other voluntary benefits
Company
William Blair
William Blair is a global investment banking and asset management firm.
1001-5000 employees
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 StageLeadership Team
Brent Gledhill
President & CEO
Brian Friedman
Managing Director
Recent News
2026-01-03
MarketScreener
2025-12-15
Company data provided by crunchbase