Research Analyst - U.S. Growth & Core (Healthcare)

William Blair - Chicago, IL

Full-time - Mid Level

Chicago, IL

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

About the position

The Research Analyst will focus on analyzing the quality and growth attributes of companies within the healthcare sector, formulating investment ideas, and collaborating with portfolio managers and other analysts to recommend suitable investments for client portfolios. The role emphasizes generating above-benchmark investment returns through thorough research and communication of investment recommendations.

Responsibilities

• Identify and recommend new investment ideas suitable for client portfolios to generate investment returns.
• Analyze and monitor developments impacting portfolio holdings for which the analyst is responsible.
• Perform fundamental analysis on industries and sectors to provide a frame of reference for investing.
• Proactively communicate investment recommendations to portfolio managers and other analysts.
• Develop and maintain research relationships with company managements, industry contacts, and research vendors.
• Interview company executives, attend industry conferences, and conduct field trips to stay updated on company fundamentals and industry trends.
• Participate in other projects as requested by management.

Requirements

• 5+ years of buy-side experience, with broad healthcare sector coverage preferred.
• Strong working knowledge of accounting and finance.
• Bachelor's degree required; MBA, CFA, and/or CPA preferred.
• Ability to 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, including timely responses to requests.
• Ability to work well as a member of an investment team with other analysts and PMs.
• Strong organizational skills.