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William Blair · 2 weeks ago

Research Analyst - U.S. Value Equity (Consumer)

Baltimore, MD

Full-time

Onsite

Senior Level, Lead/Staff

$200K/yr - $225K/yr

10+ years exp

William Blair is a Premier Global Partnership seeking a Research Analyst for their U.S. Value Equity Team. The role involves identifying and recommending investment ideas, performing fundamental analysis, and maintaining research relationships to assist portfolio managers in generating capital gains.

BankingFinanceWealth Management

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Identify and recommend new investment ideas that are suitable for investment management clients to assist portfolio managers in generating capital gains. Continue to analyze and monitor developments that impact portfolio holdings for which the analyst is responsible

Perform fundamental analysis on industry sector to provide a frame of reference for investing in industry or market sectors and related sub-sectors

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

Additional responsibilities as requested

Qualification

Investment research experienceBuy-side experienceConsumer sectorAccountingFinance knowledgeFinancial metrics analysisBusiness strategies modelingValuation parameters analysisCustomer-service orientationWritten communication skillsVerbal communication skillsOrganizational skillsTeam collaborationTime management

Required

Minimum 10 years of related investment research experience

Buy-side experience required making buy and sell recommendations to portfolio managers with a proven record of outperformance

Strong knowledge of the domestic small and mid-cap consumer sector

Strong working knowledge of accounting and finance

Bachelor's degree required; MBA, and/CFA preferred

Effectively prioritize time and manage multiple tasks as prices change and issues arise

Ability to analyze/model financial metrics, business strategies, and valuation parameters

Strong written and verbal communication skills

Customer-service orientation, responds to requests in a timely manner

Works well as a member of industry or portfolio teams

Strong organizational skills

Preferred

MBA, and/CFA 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)

Other voluntary benefits

Company

William Blair

Glassdoor4.2

William Blair is a global investment banking and asset management firm.

Founded in 1935

Chicago, Illinois, USA

1001-5000 employees

http://www.williamblair.com

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)