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Research Analyst - U.S. Value (Industrials, Business Services)

Employer
William Blair
Location
Baltimore, Maryland (US)
Salary
Competitive - Based on experience
Closing date
Jun 15, 2024

View more

Job Function
Equities Research: Buy Side
Industry Sector
Asset Management
Employment Type
Full Time

Job Details

The U.S. Value Equity Team has a collaborative culture that promotes team stability. This seasoned, experienced, and specialized team has been working together for more than a decade, providing extensive institutional memory and knowledge of the investable universe. The team seeks to invest in undervalued small-cap companies that it believes possess solid balance sheets and free cash flow generation along with management teams that are strong stewards of capital. Responsibilities for the Research Analyst include, but are not limited to:

  • Identify and recommend new investment ideas that are suitable for investment management clients to assist portfolio managers in generating capital gains. Continue to analyze and monitor developments that impact portfolio holdings for which the analyst is responsible.
  • Perform fundamental analysis on industry sectors to provide a frame of reference for investing in industries or market sectors and related sub-sectors.
  • 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.
  • Additional responsibilities as requested.

QUALIFICATIONS:

  • 3+ years of buy-side experience making buy and sell recommendations to portfolio managers, with a proven record of outperformance.
  • Strong knowledge of the domestic small and midcap industrials/business services sector.
  • Strong working knowledge of accounting and finance.
  • Bachelor’s degree required; MBA, and/or progress toward CFA preferred.
  • Effectively prioritize time and manage multiple tasks as prices change and issues arise.
  • Ability to analyze/model financial metrics, business strategies, and valuation parameters.
  • Strong written and verbal communication skills.
  • Customer-service orientation, responds to requests in a timely manner.
  • Works well as a member of industry or portfolio teams.
  • Strong organizational skills.

 

Company

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We are committed to building enduring relationships with our clients and providing expertise and solutions to meet their evolving needs. An independent and employee-owned firm, William Blair is headquartered in Chicago and, together with its strategic partners, operates in more than 20 offices worldwide.

Company info
Website
Telephone
3123645165
Location
150 N Riverside Plaza
Chicago
IL
60606
US

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