Research Associate - U.S. Team

Chicago, Illinois
Competitive to market rate
Sep 22, 2021
Oct 22, 2021
Industry Sector
Asset Management
Employment Type
Full Time

William Blair’s buy-side 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. The team identifies these companies through a combination of rigorous fundamental research and systematic inputs, following a disciplined process that emphasizes team collaboration. As an associate, responsibilities include but are not limited to:

  • Build knowledge of assigned industry and companies and keep abreast of related market developments and news.
  • Gather and organize research data related to assigned industry and companies, and maintain accurate, current research databases. 
  • Collect information on financial performance, competitive industry positioning, quality of company management, etc. as directed by senior Research team members.
  • 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 which are aligned with research requests.
  • Assist in the preparation of industry and company reports, presentations and exhibits to summarize research findings for Research teams.
  • May participate in meetings with company management, brokers, investment and research staff to obtain relevant research information. 
  • Document and maintain information for analysis activities.
  • Ensure all work activities are in compliance with applicable rules, regulations, policies and procedures.
  • Additional responsibilities as requested.


  • Bachelor’s degree required with concentration in Finance or Accounting preferred. 
  • 2-3 years of related work experience in investment research or financial services. 
  • Strong conceptual and critical thinking skills.
  • Financial analysis and accounting statement analysis skills. 
  • Basic knowledge of investment concepts and products.
  • Ability to build relationships and collaborate with investment and research teams.
  • Delivers clear, effective verbal and written communication and takes responsibility for understanding others.
  • Proficient in Internet searches and Microsoft Office products.
  • Practical and capable of simplifying and summarizing complex information.
  • Commits to satisfying internal and external customers.

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