Equity Research Associate - Medtech Sector

William Blair

New York, United States
Base: $140,000 - $155,000 usd; bonus: discretionar...
On-site
Assemble and validate quality growth company data
Build and update financial models for security analysis
Prepare internal and external written reports and presentations
The role involves assembling and validating data on quality growth companies while conducting fundamental research under the direction of senior analysts

Job Summary

  • The role involves assembling and validating data on quality growth companies while conducting fundamental research under the direction of senior analysts.
  • Employees will develop financial models, document findings, and create presentation materials for investment teams and clients.
  • The position offers a competitive base salary range of $140,000 to $155,000 USD along with discretionary bonuses and comprehensive benefits.

Matching Summary

The role involves assembling and validating data on quality growth companies while conducting fundamental research under the direction of senior analysts.

Salary

Base: $140,000 - $155,000 USD; Bonus: Discretionary annual bonus or commission-based incentives; Benefits: Medical, dental, vision, 401(k), profit sharing, paid time off, parental leave

Skills & Requirements

Must-have

  • Assemble and validate quality growth company data
  • Build and update financial models for security analysis
  • Prepare internal and external written reports and presentations

Nice-to-have

  • Client service oriented approach
  • Ability to work independently in support of team goals
  • Strong written and verbal communication skills

Key Requirements

  • Bachelor's Degree required; Finance or Accounting preferred
  • 2-5 years of related investment research experience
  • SIE Exam, Series 7, Series 63, Series 86, and Series 87 required within 180 days
  • CFA, CPA, or technical designation preferred

Work Rights

Not specified

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