Equity Research Associate - Energy & Power Technologies

William Blair

Boston, Massachusetts, United States
Base: $140,000 - $155,000 usd; bonus: discretionar...
On-site
Fundamental research and analysis
Financial modeling proficiency
Data validation and assembly
The role involves assembling data on quality growth companies and conducting fundamental research to support investment objectives

Job Summary

  • The role involves assembling data on quality growth companies and conducting fundamental research to support investment objectives.
  • Candidates will develop financial models, prepare written reports, and communicate findings to 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 data on quality growth companies and conducting fundamental research to support investment objectives.

Salary

Base: $140,000 - $155,000 USD; Bonus: Discretionary annual bonus based on performance; Benefits: Medical, dental, vision, 401(k), profit sharing, parental leave

Skills & Requirements

Must-have

  • Fundamental research and analysis
  • Financial modeling proficiency
  • Data validation and assembly
  • Investment idea generation
  • Client communication skills

Nice-to-have

  • Strong critical thinking abilities
  • Independent work style
  • Client service orientation
  • Relationship building with executives
  • Educational tool development

Key Requirements

  • Bachelor's degree in Finance or Accounting
  • 2-5 years of investment research experience
  • SIE, Series 7, 63, 86, and 87 licenses within 180 days
  • CFA, CPA, or technical designation preferred

Work Rights

Not specified

Tailored Resume

Cover Letter