William Blair has delivered trusted advice for nine decades, and we continue to deepen our expertise and relationships across regions, asset classes, and markets throughout North America, Europe, Asia, and Australia.
We are committed to our people and culture, values, clients, and local communities.
What sets us apart is that we are an independent partnership, with employees who have unique experiences, perspectives, and backgrounds. We provide advisory services, strategies, and solutions to meet clients’ evolving needs amid dynamic market conditions and varying industries.
We strive to attract the most qualified, passionate candidates who specialize in investment banking, investment management, private wealth management, and a variety of other business functions.
We work tirelessly to create an inclusive culture and take pride in fostering employees’ professional and personal growth. We empower our people to bring their best thinking each day so we can deliver the tailored, thoughtful work and problem-solving abilities that our clients expect.
Equally, we are proud of our long-term partnerships with the communities in which we live and work, a legacy we inherited from our founder.
We invite you to learn about how we are seeking excellence in everything we do and empowering our clients’ success with passion, creativity, and rigor. For more information, visit williamblair.com.
Provide research services to all William Blair employees to support their needs in obtaining and evaluating business and competitive data to achieve their business objectives. Determine most appropriate sources and assemble information on companies, industries, mergers and acquisitions, the economy, financial markets, executives and other topics per end user requests. Synthesize research findings and prepare and package information using optimal delivery methods and formats.
Responsibilities include but may not be limited to:
Develop and maintain relationships with firm employees and develop an understanding of their domestic and international business information needs. Utilize established information gathering techniques to scope research projects and determine deliverables.
Evaluate available information sources, including both free and fee-based databases, and select most appropriate sources based on user information needs.
Plan and execute short-term and in-depth research projects and analysis within established deadlines. Perform multiple research projects simultaneously, communicating with requestors on progress and issues that may impede success.
Synthesize information research and prepare and package information using optimal delivery methods and formats. Ensure that deliverables are concise, organized and consistent with Business Information quality standards.
Prepare training materials and provide instruction on research methods and resources to firm employees.
Contribute to knowledge initiatives, including identifying and evaluating new information resources, contribute to research content, and cross training with co-workers.
Ensure all work activities are in compliance with applicable rules, regulations, policies and procedures.
Escalate issues or complex requests, as necessary.
Additional responsibilities as requested.
Qualifications:
Bachelor’s Degree required
Master’s Degree in Library and Information Science strongly preferred
At least 3 years of experience performing research required; financial services firm experience strongly preferred
Experience with database services such as LexisNexis, Factiva, S&P Market Intelligence, Pitchbook, and LSEG Workspace preferred
Strong investigative research and analytical skills
Commitment to customer service
Strong verbal and written communication skills
Ability to work in a fast-paced environment
Ability to work independently in support of team goals
This role may be hybrid or remote out of the following locations: Baltimore, Boston, Charlotte, Chicago, Denver or New York City.
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.
This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.
Our featured benefit offerings include medical, dental and vision coverage, employer paid short & long-term disability and life insurance, 401(k), profit sharing, paid time off, Maven family & fertility benefit, parental leave (including adoption, surrogacy, and foster placement), as well as other voluntary benefits.
William Blair is an equal opportunity employer. It complies with all laws and regulations that prohibit discrimination in employment practice because of race, color, religion, creed, ancestry, marital status, gender, age, national origin, sexual orientation, unfavorable discharge from the military service or on the basis of a physical or mental disability that is unrelated to the employee's ability to perform the duties of the job applied for. EOE m/f/d/v
Be aware of hiring scams: William Blair has clear processes and guidelines with regards to recruiting. We do not request personal financial information in connection with an employment application nor does William Blair extend any employment offers without first conducting an interview through one of its registered offices. William Blair does not use instant messaging services such as WhatsApp, Telegram, or iMessage as part of the recruiting or interviewing process.
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.
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