William Blair & Company, L.L.C. is a Chicago-based investment firm offering investment banking, asset management, equity research, institutional and private brokerage, and private capital to individual, institutional, and issuing clients. Since 1935, we have been committed to helping clients achieve their financial objectives. As an independent, employee-owned firm, our philosophy is to serve our clients' interests first and foremost. We place a high value on the enduring nature of our client relationships, the quality of our products and services, and the continuity and integrity of our people. William Blair & Company has offices in Chicago, Boston, London, New York, San Francisco, Shanghai, Tokyo and Zurich. For more information, please visit www.williamblair.com.

Responsibilities

• Assist buy side research analysts in building financial models on companies or industries; participating in conference calls; performing due diligence including contacting company managements, industry contacts, and research vendors (brokers and analysts); monitoring news about owned-companies and industry trends; and other primary research.
• Clearly and concisely communicate with analysts and portfolio managers on the research sector team(s) to which they are assigned.
• Provide administrative support to the research sector team leader(s) including: 1) scheduling meetings for the sector team and related meetings; 2) producing useful reports for the sector team meetings (e.g. sector universe, IM holdings, valuation, new ideas, benchmarks, etc.); and 3) producing quarterly Portfolio Manager Workshop presentations.
• Assist in other projects for the research team as requested.

Qualifications 

• Strong working knowledge of accounting and finance
• Bachelors degree required; MBA, CFA and/or CPA preferred
• Series 7 and 63 licenses preferred or must be obtained within 120 days of start date
• Strong interest in stock picking
• High proficiency in Microsoft Office; familiarity with FactSet,Baseline/StockVal
• Effectively prioritize time and manage multiple tasks as prices change and issues arise
• Ability to analyze/model financial metrics, business strategies, and valuation parameters
• Deliver clear, effective communication and take responsibility for understanding others
• Customer service orientation, respond to requests in a timely manner
• Works well with direction from more than one person and as a team member
• Strong organizational skills

As a William Blair & Company associate, you’ll enjoy Medical, Dental, Life and AD&D Insurance, along with a generous profit sharing program that includes a 401K plan in addition to a firm contribution.  We also offer three weeks of vacation, flexible spending accounts, a business casual dress code, a 75% discounted commissions on trades, and discounts at restaurants, museums, parks and retailers.

William Blair & Company, LLC 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, sex, age, national origin, unfavorable discharge from 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