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Senior Research Associate - U.S. Growth & Core Equity (Consumer) at Williamblair
WilliamblairChicago, Illinois, United States·4d ago
SeniorFull-timeRustAWS
Salary Range
$88,400 - $119,600 /year
This salary is estimated based on similar roles. The actual salary may vary.
About the Role
We are looking for a Research Associate to join our U.S. Growth & Core investment team at William Blair. The individual will prepare and execute industry and company research analyses for use in security analyses.
Key Responsibilities
- →Gather, organize, and analyze market, company, and financial performance data
- →Create and maintain financial models for revenue and income forecasts
- →Prepare reports, notes, presentations, and other documents to communicate investment ideas
- →Assist Research Analysts in identifying and formulating new investment ideas for Portfolio Managers
- →Host meetings with company executives, sell-side brokers, and third-party research providers
- →Ensure all work activities are in compliance with applicable rules and regulations
Requirements
- ✓Bachelor’s Degree in Finance or Accounting preferred
- ✓3+ years of related work experience in investment research or financial services
- ✓Prior experience covering Consumer companies or strong interest in the Consumer sector
- ✓Strong financial analysis and accounting statement analysis skills
- ✓Knowledge of data gathering and analysis best practices
- ✓Strong written and verbal communication skills
- ✓Knowledge of investment concepts and products
- ✓Proficient in Microsoft Office and industry standard data sources
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