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About the Role
Support our Financials investment team in conducting fundamental equity research across the global financial services sector. Identify and evaluate investment opportunities, develop differentiated investment insights, and contribute to security selection decisions. Requires strong analytical capabilities, intellectual curiosity, and a passion for investing.
Responsibilities
- Conduct fundamental research and analysis on publicly listed financial institutions.
- Develop deep knowledge of assigned sub-sectors, business models, competitive dynamics, regulatory environments and key industry drivers.
- Build, maintain and enhance detailed financial models.
- Analyze company financial statements, management commentary, regulatory filings and industry data to develop investment views and identify potential risks and opportunities.
- Generate investment research reports, company updates and industry reviews.
- Attend and participate in meetings with company management teams, industry experts, sell-side research analysts and other external research providers.
- Monitor sector developments, earnings releases, macroeconomic trends, regulatory changes and capital markets activity relevant to the financial services sector.
- Assist in the sourcing, evaluation and presentation of investment ideas.
- Collaborate closely with Portfolio Managers and Research Analysts to support portfolio construction and ongoing investment monitoring.
- Maintain high standards of research quality and ensure adherence to all applicable regulatory, compliance and risk management requirements.
Requirements
- Bachelor's degree in Finance, Economics, Accounting, Mathematics or a related discipline.
- Previous relevant experience in equity research, investment research, asset management, investment banking, consulting or other analytical financial services roles.
- Demonstrated interest in public market investing and fundamental security analysis.
- Strong understanding of accounting, financial statement analysis and valuation methodologies.
- Advanced financial modelling and forecasting skills.
- Ability to synthesise complex information into clear, concise and actionable investment recommendations.
- Excellent written and verbal communication skills, with confidence presenting investment views to senior investment professionals.
- Strong intellectual curiosity, commercial awareness and attention to detail.
- Proven ability to work independently while contributing effectively within a collaborative investment team environment.
- Advanced proficiency in Microsoft Excel and PowerPoint.
- Experience using Bloomberg, Visible Alpha or other institutional research platforms.
- Familiarity with financial databases, regulatory filings and market data sources would be beneficial.
- Strong quantitative and analytical capabilities with the ability to evaluate large datasets and identify key investment insights.
Skills
- Financial statement analysis
- Valuation
- Financial modelling
- Forecasting
- Microsoft Excel
- Microsoft PowerPoint
- Bloomberg
- Visible Alpha
Location
- Global
Work Type
- Full-time
Experience Level
- Previous relevant experience
Education Level
- Bachelor's degree
- CFA Charter holder or CFA Program desired
About the Company
- William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups.
- We are committed to empowering our colleagues to deliver client success and engage in our communities.
- Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, and Asia.
- We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries.
- What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds.
- We empower our people to bring their best thinking so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.
- Learn more about us by visiting williamblair.com.
Equal Opportunity
- William Blair 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, gender, age, national origin, sexual orientation, unfavorable discharge from the 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