Solutions for Todayβs Challenges. Vision for Tomorrowβs Opportunities.
Join William Blair, the Premier Global Partnership.
William Blair Investment Management is a premier global investment management boutique, with a sole focus on active management across equity, fixed income, currency and multi-asset strategies. We are committed to building enduring relationships with our clients and providing expertise and solutions to meet their evolving needs. We work closely with the most sophisticated investors globally across institutional and intermediary channels, including consultants, private and public pension funds, insurance companies, endowments, foundations, sovereign wealth funds, and financial advisors.
William Blairβs buy-side global research team is responsible for identifying quality growth companies that will generate above average results for clients over time with generally less risk than the market. They identify these companies through a combination of rigorous fundamental research and systematic inputs, following a disciplined process that emphasizes team collaboration.
The Research Analyst is an experienced investor/analyst with a proven track record of alpha generation, as well as people and thought leadership. This individual will collaborate with portfolio managers to identify and define research goals and objectives related to the sector and conceptualize and lead research studies and the interpretation of company and industry data to recommend new investment ideas that are suitable for clients and generate capital gains for institutional portfolios.
Responsibilities include but may not be limited to:
β’ Develop detailed knowledge of assigned industry and companies to assess the relevance of market developments, news and related data.
β’ Gather research data related to assigned industry and companies, and maintain accurate, current research databases.
β’ Collect information on financial performance, competitive industry positioning, quality of company management, etc.
β’ Utilise quantitative tools to analyse market sectors and trends and conduct statistical analyses. Develop and maintain financial models for revenue and income forecasts, cash flow analysis, balance sheet and quarterly projections.
β’ Prepare industry and company reports, presentations and exhibits to summarize research findings for economic research findings for Research teams and portfolio management teams.
β’ Provide input for new investment ideas and portfolio positions.
β’ May participate in meetings with company management, brokers, investment and research staff to obtain relevant research information and present analysis findings.
β’ Document and maintain information for analysis activities.
β’ Ensure all work activities are in compliance with applicable rules, regulations, policies and procedures.
β’ Additional responsibilities as requested.
Qualifications:
β’ Bachelorβs Degree required; MBA preferred
β’ Extensive experience of investment research focused on Chinese markets.
β’ Fluency in Chinese (written & verbal) is essential
β’ Investment analytics/economic research skills
β’ Knowledge of data gathering and analysis best practices and methodologies
β’ Strong written and verbal communications skills
β’ Knowledge of investment concepts and products
β’ Knowledge of applicable regulations
β’ Ability to build relationships and collaborate with investment and research teams
β’ Ability to work independently in support of team goals
β’ Proficient in Microsoft Office, Bloomberg, and other investment industry standard data sources
β’ Role to be based in London or remotely in Shanghai
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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 clientsβ 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.
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β’ General Data Protection Regulation Privacy Notice (GDPR)
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