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Equity Analyst Position Summary : Our client is looking to add an Equity Analyst to its U.S. Equity Team in New York. In collaboration with the Senior Analyst, this individual will be responsible for the Information Technology ("IT") sector and support fundamental equity research and investment recommendations for U.S. equities. The role will contribute across multiple areas of the investment research process, including company and industry research, financial modeling and valuation, earnings analysis, monitoring industry developments, and preparation of investment materials for portfolio managers in New York and in Tokyo. The position is intended for an experienced research professional who can make meaningful independent contributions to the investment process and, based on experience and demonstrated capabilities, may assume primary research responsibility for selected companies and/or areas within the IT sector. Essential Duties/Function : • Conduct fundamental, bottom-up research on companies within the IT sector, working closely with the Senior Analyst and contributing independent research views and insights. • Build, maintain and update detailed company financial models, including income statement, balance sheet and cash flow forecasts, earnings estimates, valuation analyses and scenario/sensitivity analyses. • Analyze quarterly earnings results, company guidance, investor presentations, SEC filings and other relevant disclosures; identify key variances versus expectations and assess potential implications for earnings estimates, valuation and investment thesis. • Conduct company- and industry-level research using company disclosures, industry data, third-party research, Bloomberg and other relevant information sources; organize and analyze large data sets where appropriate to develop differentiated investment insights. • Develop and contribute to investment theses, target prices and stock recommendations, and identify potential new investment opportunities in collaboration with the Senior Analyst. • Contribute IT sector comments and investment implications to daily morning notes and other internal communications to help New York and Tokyo based portfolio managers and the Equity Team stay current with important company, industry and market developments. • Contribute to the internal ESG evaluation framework and other research processes as appropriate. • Collaborate with the Senior Analyst, portfolio managers and other research analysts, with the potential to assume primary research responsibility for selected companies or areas within the IT sector based on experience and demonstrated capabilities. • Miscellaneous other duties as assigned. Experience/Qualifications : • Bachelor's degree in Finance, Accounting, Economics or a related field. CFA designation or progress toward the CFA designation is preferred but not required. Ability to work effectively in a collaborative and multi-cultural environment, with colleagues and portfolio managers in both New York and Tokyo. • At least 3–5 years or more of relevant professional experience in equity research, investment management or a related analytical role, with a strong understanding of U.S. public equities and fundamental investing. Experience researching the IT sector or technology companies is strongly preferred. • Strong financial accounting, financial modeling and valuation skills, including the ability to independently analyze financial statements, develop detailed earnings and cash flow forecasts, and assess valuation across different scenarios. • Excellent analytical and quantitative skills, intellectual curiosity and sound investment judgment, with the ability to synthesize large amounts of financial, industry and qualitative information into clear conclusions and actionable investment insights. • Strong command of MS Office software, particularly Excel and PowerPoint. Experience with Bloomberg, FactSet or similar financial research platforms is preferred. Familiarity with data analytics tools such as Python, SQL or other analytical tools is a plus. • Strong written and verbal communication skills, including the ability to communicate research findings and investment views clearly and concisely to portfolio managers and other investment professionals. Attention to detail and commitment to accuracy, particularly with financial models, earnings estimates and investment materials. • Proactive, resourceful and self-motivated, with the ability to manage multiple priorities, work with a high degree of independence and meet deadlines in a fast-paced market environment. Strong team orientation and ability to work effectively with the Senior Analyst and broader Equity Team. • Ability to travel domestically and internationally, as required.

Research Morgan Stanley Investment Research is uniquely committed to being an essential part of our clients' investment process. We strive to be the sell-side research provider that best understands the buy side. Through relevant and timely conversations with leading investors, we focus resources on risk-reward essentials: identifying the investor debates, assessing the potential outcomes, and uncovering the evidence our clients need to validate their investment decisions. Our equity analysts cover some 3,000 stocks; our economists, strategists, and fixed income analysts cover all major regions and other asset classes around the globe. Equity Research The Equity Research department is responsible for researching macroeconomic and microeconomic conditions, along with company fundamentals. It also collects and analyses financial information to make investment recommendations on stocks in specific sectors. Research analysts build financial models to explore alternative scenarios, examine industries, and communicate with companies and investors. Equity Research team members discuss their analysis and investment recommendations in research notes. A career in investment research at Morgan Stanley demands a commitment to excellence, a passion for the markets, and the highest level of integrity. We are seeking an Analyst-level or Associate-level individual to join our Hardlines, Broadlines, and Food Retail team in New York City, covering a wide variety of retailers, including Walmart, Home Depot, and Costco. Primary Responsibilities Create and maintain earnings, valuation, and industry models, leveraging skills in accounting, finance, and economics Translate company, industry, consumer, market, and alternative data into insightful research reports with clear investment debates, differentiated conclusions, and actionable stock calls Write research reports for initiations of coverage, data analysis, earnings results, company updates, and industry news Develop and maintain relationships with investor relations personnel, management of companies under coverage, industry specialists, and other key leaders of opinion Engage with institutional investors by responding to in-depth questions, addressing bespoke requests, and helping communicate the team's highest-conviction views Support internal sales and trading teams with timely analysis of sector breaking news Adopt and apply AI-enabled research tools judiciously to accelerate information gathering, model maintenance, data analysis, and workflow execution while maintaining analytical rigor, source verification, and quality control Conduct industry diligence and primary research through surveys, expert conference calls, and channel checks to evaluate industry trends Collaborate with cross-functional teams to produce larger industry reports Qualifications 1-3 years of professional experience in equity research, investment banking, or capital markets Proven experience using Excel to build and maintain financial models; advanced Excel proficiency is required Strong written and verbal communication skills, with the ability to present analysis clearly, defend conclusions, and contribute positively in client-facing discussions Demonstrated interest in public markets and a genuine curiosity about what drives stock performance, investor debates, and valuation Curiosity about retail, consumer behavior, brand dynamics, competitive positioning, pricing, category trends, and how these factors translate into revenue growth, margins, valuation, and stock performance Comfort adopting AI-enabled tools and new technologies to improve research efficiency, with the judgment to verify outputs, protect data integrity, and apply tools appropriately Demonstrated strong attention to detail and commitment to accuracy Ability to adapt quickly and work well under pressure High EQ, strong personal drive, intellectual curiosity, organizational discipline, and a team-oriented mindset Strong PowerPoint skills are required, and experience with Python is a plus but not required CFA designation or progress toward CFA preferred What You Can Expect From Morgan Stanley At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that's differentiated – and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser. Expected base pay rates for the role will be between $110,000 and $125,000 per year for Analyst, and between $150,000 and $200,000 per year for Associate, at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences. For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.

Equity Analyst – U.S. Technology A leading investment firm is seeking an Equity Analyst to join its U.S. Equity team in New York , focused on the Information Technology sector . Key responsibilities: Conduct fundamental, bottom-up research on U.S. technology companies. Build and maintain financial models, earnings estimates, and valuation analyses. Analyze earnings, SEC filings, company disclosures, and industry developments. Develop investment theses, valuation targets, and stock recommendations. Identify new investment opportunities and provide actionable insights to portfolio managers. Prepare research and investment materials and communicate sector developments to investment teams. Collaborate with senior analysts and portfolio managers across U.S. and international teams. Key qualifications: Strong background in fundamental equity research and U.S. public equities. Strong financial modeling, accounting, and valuation skills. Excellent analytical, quantitative, and communication abilities. Experience with Bloomberg, FactSet, or similar platforms preferred. CFA progress/designation and experience with Python, SQL, or other data tools are a plus.

Job Description Job Summary: Are you intellectually curious, highly communicative, an efficient writer, and good at building relationships, triangulating data, and solving puzzles? You have found the right team! As an Analyst in Equity Research covering Life Science Tools & Diagnostics, you will become an industry expert, helping to conduct and facilitate industry analysis and company-specific coverage. This involves core research ranging from dissecting earnings releases and regulatory filings to assessing relevant news events, modeling financial statements and industry dynamics, performing detailed valuation work, writing research notes and sector pieces, and speaking to internal and external clients and management teams about the stocks and sector. You will work with our partners in both Sales and Trading to provide comprehensive client coverage, including fulfilling client requests for market updates and market intelligence. Research is fast-paced, demanding and intellectually stimulating. We look for candidates who possess strong accounting, finance, quantitative and business writing and communication skills, as well as modelling, forecasting, and valuation experience. Corporate and Investment Banking - Research One of the world's most highly respected advisory franchises, J.P. Morgan's fundamental and quantitative research provides thoughtful and differentiated analyses on sectors and companies and actionable ideas and thematic insights that empower our clients to make well-informed investment and strategic decisions. Job Responsibilities Build and maintain Excel-based models to forecast company financials and project industry dynamics Perform detailed valuation work to support stock recommendations Analyze complex data sets, news releases, regulatory filings, and industry events to shape your view of the industry and companies under coverage Write research notes on covered companies and sector reports and prepare presentations Build relationships and communicate effectively with internal and external clients, industry experts, and management teams Fulfill client requests in a timely and thorough manner Demonstrate intellectual curiosity and seek to generate ideas for differentiated research product Required Qualifications FINRA licenses Series 86 and Series 87 Two to three years of experience in equity research and/or investment banking Strong accounting, finance, quantitative and business communication skills, as well as modelling, forecasting, and valuation experience Advanced level of proficiency in Excel Ability to multi-task and collaborate within a team environment as well as work independently High level of organizational skills, excellent attention to detail, and a proven ability to meet deadlines in a dynamic environment Passion for the markets and interest in the Life Science Tools & Diagnostics sector Preferred Qualifications CFA charterholder or progress towards CFA Some coding capabilities – e.g., VBA, Python ABOUT US JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans About The Team J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Job Description Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners. These owners, who share the belief that the majority of property loss is preventable, represent many of the world's largest organizations, including one of every four Fortune 500 companies. They work with FM to better understand the hazards that can impact their business continuity to make cost-effective risk management decisions, combining property loss prevention with insurance protection. Summary This role supports senior investment professionals by assisting with fundamental and/or quantitative research to help generate investment returns that exceed established benchmarks. The position will sit within the Equities. A small portion of the role will involve ad‑hoc projects, where the individual will collaborate with members of the investment team and the Chief Investment Officer (CIO). Schedule & Location This is a full-time office-based position in Boston, MA (Financial District). Flexibility to work from home 1 day a week. Travel Requirements Domestic Travel may be required, up to ~10% annually. Responsibilities Support senior investment team members with qualitative and quantitative analysis of investment opportunities Assist with research related to existing and potential portfolio holdings, including: Macroeconomic conditions Industry and market trends Company‑specific factors such as financial results, management, strategy, and competitive positioning Help develop analysis and recommendations that consider: Relevant risk factors Financial modeling and evaluation Relative attractiveness versus other investment options Potential impact on current or proposed portfolio positioning Contribute to ad‑hoc projects as needed to support business priorities Clearly and effectively communicate findings and recommendations through: Written summaries and analysis Verbal discussion during team meetings Attend industry conferences and meetings to build knowledge and broaden investment perspective Qualifications Required Education Bachelor's degree Highly Preferred Education Master's degree CFA (Chartered Financial Analyst) Required Work Experience 2+ years of experience in equity research and investment analysis. Highly Preferred Work Experience 3+ years of experience in equity research and investment analysis. Required Skills Strong skills in Microsoft Excel, financial modeling, and programming Foundational knowledge of accounting, economics, and financial markets, with exposure to one or more asset classes Strong written and verbal communication skills, with the ability to collaborate effectively in a team environment Intellectual curiosity and self‑motivation, with an interest in working in a fast‑paced, competitive industry Experience with Bloomberg, FactSet, or similar investment research systems Ability to apply both qualitative and quantitative thinking to evaluate risk and return, even when information is incomplete Highly Preferred Skills Previous experienced covering the Tech sector (semiconductors, software, hardware, etc.) in a buys side role Ability to distill industry dynamics and current emerging trends in the Tech sector The final job title, grade, and salary offer will vary based on individual education, skills, and experience. The position is eligible to participate in FM's comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances and much more. FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.

Responsibilities Essential Functions of the Job Evaluate and make recommendations for investment options within assigned asset class and/or sectors. Provide research coverage of individual equities and assigned sector(s) within the equity portfolio, including ongoing monitoring of company fundamentals, valuation, earnings results, and news, and make buy, hold, and sell recommendations. Contribute to the Team's Capital Market Forecasts, Asset Allocation and other investment team activities. Trading duties include the analysis of cash reports, account rebalancing, execution of purchases and sales of individual equities and bonds and mutual funds through trust accounting system using portfolio management overlay software. Interview representatives from investment firms to identify opportunities and risks. Perform returns-based (performance) and holdings-based (attribution) quantitative analysis. Prepare and distribute investment reports that support the business and clients. Attend meetings with senior staff and present research, findings, and analysis as needed. Demonstrate the ability to identify areas of improvement and recommend solutions. Skills/Abilities Excellent organizational skills and attention to detail. Must be proactive about promptly verifying accuracy of assigned tasks. Strong analytical, critical thinking, and problem-solving skills. Proficient with Microsoft Excel. Ideal candidates have experience using portfolio analytics and trading software such as Bloomberg, FactSet, Morningstar Direct, Morningstar Office, and Tamarac. Qualifications Education Minimum 4 Year / Bachelors Degree Bachelor's degree required. Preferably with concentrations or experience in personal financial planning, investment management, business administration, accounting, finance, or banking. Preferred Graduate Degree A Master's Degree is a plus. Provide your feedback on BizChat Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

Emerging Markets Equity Analyst Driehaus Capital Management LLC is a privately held investment management firm that manages global, emerging markets, US growth equity and alternative investment strategies. The firm has a diverse institutional client base comprised of corporate and public pensions, endowments, foundations, sub-advisory, family offices, wealth managers and financial advisors, globally. Our office is in downtown Chicago, IL (River North neighborhood) and we offer a full benefits package along with the potential of a hybrid work schedule following an initial training period. We are seeking an Associate Analyst/Analyst with at least 2 years of equity analysis research experience to support our Emerging Markets team. Position offered (Associate Analyst vs Analyst) depends on relevant years of experience and skill set. Primary Responsibilities Include Research and evaluate new investment ideas for assigned portfolios which meet investment objectives and portfolio requirements. Analyze markets, competitive positioning, industry publications, data releases, regulatory events, earnings reports, published research and technical factors. Prepare written reports for Portfolio Manager(s) to review which include investment ideas and reasons supporting ideas based on analysis of relevant factors. Recommend stocks to purchase within the assigned area(s). Conduct research on existing holdings to determine whether or not they continue to meet stated investment objectives and recommend changes in holdings if no longer compatible with investment objectives. Assess fundamental and technical trends within the assigned area(s) to generate appropriate investment ideas and contribute to asset allocation decisions. Monitor and interpret major ESG-related company developments, best practices, themes, and trends affecting companies, sectors, and industries. Knowledge/Experience Bachelor's degree is required. Investment professional with at least 2 years of equity analysis experience (buy-side experience preferred). Demonstrated interest in investment management and global markets. Passion for growth investing and a demonstrated in pursuing a career in equity research. Familiarity with using either Factset or Bloomberg. Strong accounting and finance skills. Ability to communicate ideas, strong presentation skills, decisive, curious and willingness to learn. High impact individual who can think independently, make decisions quickly, and have the confidence and drive to be successful. Driehaus Capital Management LLC offers an exciting, comprehensive and competitive benefits package, which includes but is not limited to medical, prescription drug, dental and vision insurance, short and long-term disability, generous paid time off, profit sharing & 401k plan, cell phone allowance, discretionary annual bonus, and subsidized fitness and wellness benefits. In accordance with the Illinois Pay Transparency Law, the target base salary range for the role is below. Actual annual base salaries may vary based on factors including but not limited to internal equity, market data/ranges, as well as the individual applicant's education, training, prior relevant experience, and other job-related qualifications. If hired, base pay will be determined on an individualized basis and is only one part of the total compensation package. Target Base Salary Range: $90,000 - $130,000 Driehaus Capital Management LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Investment Analyst - DFH802 We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future. Investment Analyst, Public Credit Research Overview Of Position HIMCO is seeking an Investment Analyst to join the Public Credit Research team. The Investment Analyst will work closely with senior analysts in Public Credit Research to analyze and underwrite new investment ideas and monitor existing holdings using our fundamental and relative value investment framework Key Responsibilities Assist in and provide individual contributions to the fundamental credit research process for new investment ideas and monitoring existing holdings Independently utilize financial information to build detailed financial models for companies as well as comparable company analysis with some help/oversight/assistance from the senior analyst. Proactively monitor company and industry news that may affect the fundamental outlook and/or relative value of our holdings Assist with and provide independent analysis for credit presentations to PMs and other internal/external clients Work independently to analyze credits and formulate investment recommendations and present views to Head of Public Credit Research and PMs Assist and provide substantial input into preparing credit recommendation updates that utilize our internal systems, including CATAGO, Bloomberg chats and virtual/in-person morning meetings. Begin to deliver content in these forums. Assist with and provide substantial input for ad-hoc projects, begin to support broader Public Credit Research projects Actively participate in and provide content for Public Credit Research and HIMCO training. Qualifications 2+ years of relevant experience in credit research/fixed income, investment banking, equity research, accounting, corporate finance, or related investment role. Strong academic background, preference for bachelor's degree in finance, accounting, economics or quantitative (STEM) field Strong accounting and financial statement analysis skills Strong Microsoft Office (i.e., Excel, Powerpoint) and AI/data analytics skills. Knowledge of Bloomberg, Capital IQ or other financial statement data vendor a plus. Strong written and verbal communication skills; strong attention to detail. Ability to work independently while contributing towards a culture of collaboration Independent thinker; intellectually curious, with a passion for investing. Progress toward CFA designation or willingness to pursue CFA is a plus but not required. Depending on experience, position title will be either Senior Investment Analyst, Investment Analyst, or Assistant Investment Analyst As a condition of your employment for HIMCO, you will be required to affirm to HIMCO's Code of Ethics and understand that you will be required to comply with the disclosure of accounts, holdings and pre-clearance of trades for the accounts of you and your household family members as more fully described in the Code of Ethics Key Points. If you will be deemed to be a "Covered Associate" under HIMCO's Pay to Play Policy, you will also need to disclose all political contributions that you have given within the past 2 calendar years Compensation The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford's total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is: $97,200 - $118,800 Equal Opportunity Employer/Sex/Race/Color/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age

Solutions for Today's Challenges. Vision for Tomorrow's Opportunities. Join William Blair, the Premier Global Partnership. We're seeking an experienced small-cap Generalist to join our buy-side domestic research team which is responsible for identifying quality growth and core companies that will generate above-average results for clients over time with generally less risk than the market. The team identifies these companies through a combination of rigorous fundamental research and systematic inputs, following a disciplined process that emphasizes team collaboration. Responsibilities May Include But Are Not Limited To Identify and recommend new investment ideas to assist portfolio managers in generating above-market returns. Continue to analyze and monitor developments that impact portfolio holdings for which the analyst is responsible. Perform fundamental analysis on sectors and industries to aid in stock selection and portfolio construction. Proactively, clearly, and concisely communicate investment recommendations to portfolio managers and other analysts. Develop and maintain research relationships including company managements, industry contacts, and research vendors (brokers and analysts). Make field trips, interview company executives, and attend industry conferences to stay abreast of changes in company fundamentals and industry trends. Participate in other projects as requested by management. Qualifications 7 years of buy-side experience as an Analyst, either as a generalist or with broad small-cap sector coverage Strong working knowledge of accounting and finance. Bachelor's degree required; MBA, CFA, and/or CPA preferred. Effectively prioritize time and manage multiple tasks as opportunities and issues arise. Ability to analyze/model financial metrics, business strategies, and valuation parameters. Strong written and verbal communication skills. Customer service orientation; respond to requests in a timely manner. Works well as a member of industry or portfolio teams. Strong organizational skills. 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. Salary Range $200,000—$225,000 USD About Our Firm William Blair strives to attract qualified candidates who specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are committed to empowering our colleagues to deliver client success and engage in our communities. Our firm has delivered trusted advice for nine decades, continuing to deepen our expertise and relationships across asset classes and markets throughout North America, Europe, and Asia. We provide advisory services, strategies, and solutions to meet clients' evolving needs amid dynamic market conditions and varying industries. What sets us apart is that we are an independent partnership, with colleagues who have unique experiences, perspectives, and backgrounds. 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. We invite you to learn more about us by visiting williamblair.com . 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. Download William Blair's Privacy Policies For Job Applicants California Consumer Privacy Act Privacy Notice (CCPA) General Data Protection Regulation Privacy Notice (GDPR) Contact us should you have any questions or concerns.

Empowering Financial Futures. For more than 65 years, Glenmede's independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique. Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management. To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients. This position will operate in a hybrid work environment, 3 days per week in the office ( Philadelphia, PA ). OVERVIEW : The Research Analyst, Private Wealth will conduct fundamental research on domestic large-cap companies and partner with portfolio managers on a proprietary large-cap equity strategy. This role will generate actionable investment insights, support buy/sell decisions, contribute to portfolio construction and risk management, and provide research support for Private Wealth portfolio managers and client discussions as needed. The ideal candidate is analytical, collaborative, intellectually curious, and comfortable synthesizing quantitative data with qualitative judgment. RESPONSIBILITIES : Research. As directed by the portfolio management team, evaluate companies and industries to generate investment insights, including analysis of financial statements, business models, competitive positioning, valuation, earnings expectations, and market trends. Conduct quantitative and qualitative research to identify risks and opportunities and communicate findings to portfolio managers and, when appropriate, clients. Maintain a watchlist of companies under consideration for the strategy. Run quantitative screens across the S&P 500 universe and surface potential opportunities for team discussion. Provide broad research coverage across the investable universe, with deeper analysis where warranted. Support investment recommendations with portfolio-level analytics, including tracking error, sector positioning, factor exposures, and tax considerations. Use research tools, including AI-enabled resources, FactSet, and Bloomberg, while validating outputs and following established investment process guidelines. Portfolio Construction and Management. Partner with the portfolio management team to support disciplined portfolio construction, security weighting, rebalancing, exposure management, and ongoing oversight of the Private Wealth Large Cap Equity Model and related separately managed accounts. In collaboration with the lead portfolio manager, execute rebalancing trades to maintain compliance with portfolio guidelines. Manage the Private Wealth Large Cap Equity Model and assigned SMA portfolios in CRIMS. Execute tax-loss harvesting trades in accordance with the strategy's investment process. Risk Management. Monitor portfolio risks and exposures to help ensure positioning remains aligned with the strategy's investment process, including tracking error, sector and factor exposures, constraints, and performance attribution. Maintain dashboards tracking portfolio risk characteristics relative to the S&P 500. Monitor compliance with portfolio constraints and recommend corrective action as needed. Prepare monthly performance attribution summaries. Client and Internal Support. Support portfolio managers, client-facing discussions, investment communications, quarterly strategy reviews, and materials for senior leadership and investment committees. Communicate portfolio updates and investment decisions to Private Wealth Portfolio Management stakeholders. Prepare materials for quarterly strategy reviews, including attribution, risk positioning, and strategy commentary. Support communications for senior management, the investment committee, and Private Wealth leadership. Update company information materials and support portfolio managers in client conversations. Firm Building. Contribute to departmental and firm-wide initiatives that improve investment capabilities, client experience, and operational efficiency. REQUIRED QUALIFICATIONS : Bachelor's degree required Minimum of five years of experience in an investment environment, particularly equity research Advanced Microsoft Office skills; experience with AI-enabled tools, FactSet, Bloomberg, or similar market data platforms preferred PREFERRED QUALIFICATIONS : Strong team orientation, initiative, and ability to work independently Excellent written and verbal communication skills; commitment to client privacy and confidentiality Detail-oriented with strong analytical, organizational, problem-solving, and prioritization skills Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://www.glenmede.com . Our Benefits Overview: Competitive health and welfare benefits, including company HSA contributions Numerous voluntary benefit choices available Superior 401k match Tuition reimbursement Company subsidized commuter benefits Generous paid time off, including parental leave Plus more! Glenmede is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede's policy on equal employment opportunity, please visit https://www.glenmede.com/equal-opportunity-employer/ . We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. 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Union Park Capital is a private equity firm based in Boston, MA. The firm has a highly refined buy-and-build strategy focused solely on lower middle-market Industrial Technology companies. Companies in this target sector provide products and services that are utilized in technical, application specific industrial environments. We pursue equity investments of between $10 million and $50 million, generally focusing on businesses with $10 million to $75 million in revenue. The investment strategy focuses on under-managed businesses in fragmented markets where we can partner with management teams to cultivate businesses through a combination of organic growth and careful strategic add-on acquisitions. Union Park Capital is seeking an Analyst to participate in all aspects of the investment process – aiding origination, execution, and portfolio management activities. This is a unique opportunity to break into the fast-paced world of Private Equity where you will gain firsthand experience while being coached by a collaborative team of experienced investors. Analysts will cultivate long-term relationships with seasoned executives to conduct primary research and evaluate prospective industries – ultimately yielding high quality, proprietary deal flow for new platform investments and add-on acquisitions to portfolio companies. Origination efforts will concentrate on key project initiatives in industry segments and deal types. In addition to origination, the analyst will provide assistance in deal analysis, including business diligence, financial modeling, and valuation. Analysts will apply their sound analytical skills as measured by the ability to analyze a business and succinctly communicate the key attributes of the company, the opportunity, and the risks. Qualifications Minimum of a bachelor's degree in accounting, finance, or related field 2+ years in investment banking, private equity, sales, finance, accounting, or similar role Demonstrated competency in financial statement analysis, business valuation, accounting, and finance. Demonstrated ability and interest in working with a small group of investment professionals. Willingness to travel, including internationally.

A Charlotte-based private equity firm is seeking an Investment Analyst to join its growing investment team. The firm focuses on investing in high-growth consumer businesses across a variety of sectors , partnering closely with founders and management teams to drive strategic initiatives, operational improvements, and long-term value creation. This role offers the opportunity to work across all phases of the investment lifecycle , including financial modeling, due diligence, industry research, transaction execution, and portfolio company monitoring. The Investment Analyst will collaborate closely with senior investment professionals in a lean, entrepreneurial environment and gain meaningful responsibility and exposure from day one. Investment Analyst Qualifications 1-3 years of investment banking, valuation, transaction advisory, or related experience. Strong financial modeling, accounting, valuation, and analytical capabilities. Excellent communication and interpersonal skills. Ability to manage multiple priorities in a fast-paced, team-oriented environment. High attention to detail and strong work ethic. Demonstrated interest in private equity and investing. Investment Analyst Responsibilities Evaluate new investment opportunities through industry research, market analysis, and detailed financial modeling. Build and maintain operating models, valuation analyses, and investment committee materials. Support due diligence efforts by coordinating with management teams, lenders, and third-party advisors. Assist with transaction execution, including acquisitions, recapitalizations, and exit processes. Monitor portfolio company performance and support value creation initiatives. Conduct company and industry research to identify attractive investment opportunities. Work closely with senior investment professionals across all aspects of the investment process.