Equity Research Associate - Consumer Sector

William Blair - Chicago, IL

Full-time - Entry Level

Chicago, IL

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

The Equity Research Associate position at William Blair focuses on delivering superior investment ideas and insights for quality growth companies within the consumer sector. The role involves conducting fundamental research, building financial models, and communicating findings to support investment decisions. The associate will work closely with senior analysts and engage with industry executives to identify new investment opportunities and provide recommendations to clients.

Responsibilities

• Assemble and validate data on quality growth companies using internal and external data sources.
• Collect information on industry events, company financials, and investment information to support fundamental research objectives.
• Evaluate potential data sources and ensure data complies with firmwide data standards.
• Assist senior Research Analysts in defining and documenting objectives and approaches for specific research projects and studies.
• Conduct research using predefined parameters.
• Build and/or update financial models and other statistical data to conduct security analyses and identify opportunities for significant investment returns.
• Communicate findings to the Research team and refine analyses based on team input.
• Prepare internal and external written reports, notes, presentations, and other materials to communicate research findings and investment ideas.
• Visit companies, attend conferences, and build relationships with company executives.
• Identify and formulate new investment ideas, issuing opinions and recommendations to clients on securities and companies.
• Respond to inquiries from clients, investment teams, and the general public regarding individual securities or industry groups.
• Ensure all work activities comply with applicable rules, regulations, policies, and procedures.

Requirements

• Bachelor's degree required, with a concentration in Finance or Accounting preferred.
• Minimum of two to three years of related work experience.
• CFA, CPA, or technical designation preferred.
• Strong conceptual and critical thinking skills.
• Advanced accounting and financial statement analysis skills.
• Proficiency in building computer-generated financial models.
• Strong written and verbal communication skills, with the ability to convey complex financial information clearly.
• Client service-oriented, committed to satisfying internal and external customers.
• Ability to work independently in support of team goals.
• Proficient in Microsoft Office, Bloomberg, and other investment industry standard data sources.
• SIE Exam, Series 7, 63, 86, and 87 required (must be obtained within the first 180 days).

Nice-to-haves

• Experience in equity research or investment analysis.
• Familiarity with the consumer sector and related market trends.

Benefits

• Competitive salary and performance-based bonuses.
• Comprehensive health insurance plans.
• 401(k) retirement savings plan with company matching.
• Professional development opportunities and support for obtaining certifications.
• Flexible work arrangements including hybrid work options.