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This role will assist in the preparation and execution of industry and company research and analyses for use in the formulation of security analyses for the financials sector. Gather, organize, and analyze market, company and financial performance data as directed by senior Research team members. Create and maintain financial models based on analysis requests. Prepare internal written reports, notes, presentations and other documents to communicate investment ideas, research, news events and opinions regarding security analyses.
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 or financial services preferred
- MBA or CFA 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
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
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