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William Blair · 2 weeks ago

Senior Research Associate - U.S. Growth & Core Equity (Financials)

Chicago, IL

Full-time

Onsite

Mid, Senior Level

$120K/yr - $130K/yr

3+ years exp

William Blair is a premier global partnership that has delivered trusted advice for nine decades. The Senior Research Associate will prepare and execute industry and company research, analyze financial performance data, and assist Research Analysts in identifying new investment ideas.

BankingFinanceWealth Management

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Develop detailed knowledge of assigned 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, competitive industry positioning, quality of company management, etc

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

Prepare industry and company reports, presentations and exhibits to summarize research findings for Research teams

Host meetings with company executives, sell-side brokers, and third-party research providers. Document and maintain information for analysis activities

Assist Research Analysts in identifying and formulating new investment ideas for Portfolio Managers, and recommending securities and companies in one or more industry groups targeted to follow

Ensure all work activities are in compliance with applicable rules, regulations, policies and procedures

Qualification

Financial analysisAccounting statement analysisInvestment concepts knowledgeData gathering methodologiesMicrosoft Office proficiencyCommunication skillsRelationship buildingIndependent work

Required

Bachelor's Degree required; concentration in Finance or Accounting preferred

3+ years of related work experience in investment research or financial services preferred

Prior experience covering Financials companies 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

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 and industry standard data sources

Preferred

concentration in Finance or Accounting

3+ years of related work experience in investment research or financial services

Prior experience covering Financials companies

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)