Williamblair

Williamblair

Senior Research Associate - Global Equity (Technology)

Chicago, Illinois, United States · Senior

Sponsorship not specified$120k-$130kDetected 7 days ago
ComplianceFinancial ModelingAccountingValuationSupply ChainResearchCommunicationProblem SolvingPublic SpeakingMicrosoft OfficeCFA

About the role

  • working across tech business models, portfolios, market capitalizations, and geographies.

Responsibilities

  • Support idea generation and company analysis across global technology names, building and maintaining financial models including revenue forecasts, margin analysis, cash flow projections, and valuation work.
  • track industry news, supply chain developments, and competitive dynamics, including AI infrastructure, semiconductor, and software trends. Develop detailed knowledge of assigned industries and companies and keep abreast of related market developments.
  • Develop and continually build expertise in AI tools, workflows, and applications relevant to investment research, including using AI to accelerate data gathering, synthesis, screening, and model maintenance, and help identify new ways AI can improve team research processes.
  • help document key takeaways and maintain information for ongoing analysis.
  • Collaborate closely with senior analysts and portfolio managers across strategies, assisting in identifying and formulating new investment ideas and recommending securities across targeted industry groups.
  • Develop detailed knowledge of assigned industries and companies and keep abreast of related market developments.
  • Participate in company and management meetings, site visits, sell-side broker meetings, and industry conferences; help document key takeaways and maintain information for ongoing analysis.
  • We are committed to empowering our colleagues to deliver client success and engage in our communities.
  • 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.
  • The Senior Research Associate will support senior analysts in covering the global technology sector across hardware, software, semiconductors, and communication services.

Requirements

  • Knowledge of data gathering and analysis best practices and methodologies.
  • Finance, Economics, Engineering, or Computer Science backgrounds all welcome. MBA or CFA designation preferred.
  • 3+ years of relevant experience in sell-side equity research, investment banking, or buy-side investment roles preferred.
  • Strong financial modeling and accounting/statement analysis skills. Knowledge of data gathering and analysis best practices and methodologies. Solid grounding in investment concepts and products.
  • Either experience or demonstrated interest in complex tech business models: semiconductors, hardware supply chain, software, communication services. Genuine curiosity about the technology sector, and enthusiasm for building domain expertise and AI-enabled research workflows on the job
  • prior tech-specific coverage is a plus, not a requirement.
  • Comfortable working with, and eager to expand skills in, AI-assisted research tools and modern data platforms. Proficient in Microsoft Office and industry-standard data sources.
  • Demonstrated global experience or interest - cultural immersion, language skills, or international exposure valued.
  • Strong written and verbal communication skills
  • able to build relationships and work collaboratively across multiple teams, investment professionals, and stakeholders. Ability to work independently in support of team goals.
  • A reasonable estimate of the current base salary range at time of posting is below. Base salary does not include other forms of compensation or benefits. Actual base salary within the specified range is based on several factors, including but not limited to applicant's skills, prior relevant experience, specific degrees and certifications, job responsibilities, market considerations and, if applicable, the location of the position.

Nice to have

  • Bachelor's degree required
  • Finance, Economics, Engineering, or Computer Science backgrounds all welcome.
  • MBA or CFA designation preferred.
  • Either experience or demonstrated interest in complex tech business models: semiconductors, hardware supply chain, software, communication services.

Compensation

  • $120,000 - $130,000 USD
  • Note to External Recruiters / Search Firms: William Blair does not accept unsolicited resumes and will not pay for any placement resulting from the receipt of an unsolicited resume. Any unsolicited resumes received will not be considered as a valid submission.

Benefits

  • Vision for Tomorrow's Opportunities.
  • Maintain organized, current research databases across coverage names.

Company info

  • William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.

Equal opportunity

  • William Blair is an equal opportunity employer.
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