Senior Research Associate - U.S. Growth & Core Equity (Technology) at William Blair

Chicago, Illinois, United States -

Full Time

Start Date

Immediate

Expiry Date

27 May, 26

Salary

130000.0

Posted On

26 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Modeling, Industry Research, Company Research, Financial Analysis, Accounting Statement Analysis, Data Gathering, Investment Idea Formulation, Security Analysis, Financial Performance Analysis, Market Trend Analysis, Communication, Collaboration, Microsoft Office, Data Sources Proficiency, Technology Sector Knowledge, Financial Forecasting

Industry

Financial Services

Description

Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities. Join William Blair, the Premier Global Partnership. We're seeking a passionate, and highly motivated Senior Research Associate (Technology) to join our U.S. Growth & Core investment team. The individual's primary responsibility will be to prepare and execute industry and company research analyses for use in the formulation of security analyses. Specifically, they will gather, organize, and analyze market, company and financial performance data; create and maintain financial models; prepare reports, notes, presentations and other documents to communicate investment ideas, research, news events and opinions regarding security analyses. The individual will 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. Specific responsibilities include but may not be limited to: 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. Qualifications: Bachelor’s Degree required; concentration in Finance or Accounting preferred 3+ years of related work experience in investment research (buy or sell-side) or financial services required Prior experience covering Technology companies required 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 #LI-HK1 A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position. This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives. Our featured benefit offerings include 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. Salary Range $120,000—$130,000 USD About Our Firm William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, and Asia. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect. We invite you to learn more about us by visiting williamblair.com. William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process. Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission. Download William Blair's privacy policies for job applicants: California Consumer Privacy Act Privacy Notice (CCPA) General Data Protection Regulation Privacy Notice (GDPR) Contact us should you have any questions or concerns.

Responsibilities

The primary responsibility involves preparing and executing industry and company research analyses to support security analysis formulation, which includes gathering and analyzing data, maintaining financial models, and preparing reports to communicate investment ideas. The associate will also assist Research Analysts in identifying new investment ideas for Portfolio Managers and recommending securities within assigned industry groups.