36 applicants

Company

William Blair · 2 days ago

Research Associate - U.S. Growth & Core (Consumer)

United States of America

Full-time

Onsite

Entry, Mid Level

2+ years exp

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BankingFinance

Growth Opportunities

H1B Sponsor Likely

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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.

Additional responsibilities as requested.

Qualification

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Financial analysisAccounting statement analysisFinancial modelingInvestment concepts knowledgeData gathering best practicesMicrosoft Office proficiencyProgressCFA progressSimplifying complex information

Required

Bachelor’s degree required

2-4 years of related work experience in investment research or financial services

Strong financial analysis and accounting statement analysis skills

Knowledge of data gathering and analysis best practices and methodologies

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 including advanced Excel skills and industry standard data sources

Capable of building computer generated financial models

Strong conceptual and critical thinking skills

Delivers clear, effective verbal and written communication and takes responsibility for understanding others

Capable of creatively simplifying and summarizing complex information

Preferred

Bachelor’s degree with concentration in Finance or Accounting preferred

Progress towards MBA and/or CFA preferred

Company

William Blair

Glassdoor

4.2

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

2023 (18)

2022 (17)

2021 (31)

2020 (22)