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Research Analyst - U.S. Growth & Core (Consumer/Cyclicals)

Employer
William Blair
Location
Chicago, Illinois
Salary
Competitive to market rate
Closing date
Mar 28, 2024

William Blair Investment Management is committed to building enduring relationships with our clients. We work closely with private and public pension funds, insurance companies, endowments, foundations, and sovereign wealth funds, as well as financial advisors. We are 100% active-employee-owned with broad-based ownership. Our investment teams are solely focused on active management and employ disciplined, analytical research processes across a wide range of strategies, including U.S. equity, non-U.S. equity, emerging markets debt, and multi-asset. William Blair is based in Chicago with global resources providing expertise and solutions to meet our clients’ evolving needs.

JOB SUMMARY & RESPONSIBILITIES:

William Blair’s buy-side domestic 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.

Responsibilities may include but are not limited to: 

  • Identify and recommend new investment ideas to assist portfolio managers in generating above-market returns. 
  •  Continue to analyze and monitor developments that impact portfolio holdings for which the analyst is responsible. 
  • Perform fundamental analysis on sectors and industries to aid in stock selection and portfolio construction. 
  • Proactively, clearly, and concisely communicate investment recommendations to portfolio managers and other analysts. 
  • Develop and maintain research relationships including company managements, industry contacts, and research vendors (brokers and analysts). 
  • Make field trips, interview company executives, and attend industry conferences to stay abreast of changes in company fundamentals and industry trends. 
  • Participate in other projects as requested by management.

QUALIFICATIONS:

  • >3 years of buy-side experience as an analyst in the US consumer/cyclical sectors.
  • Strong working knowledge of accounting and finance.
  • Bachelor’s degree required; MBA, CFA, and/or CPA preferred.
  • Effectively prioritize time and manage multiple tasks as opportunities and issues arise. 
  • Ability to analyze/model financial metrics, business strategies, and valuation parameters.
  • Strong written and verbal communication skills. 
  • Customer service orientation; respond to requests in a timely manner.
  • Works well as a member of industry or portfolio teams.
  • Strong organizational skills.
  • Strong knowledge of the domestic technology sector.

 

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