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Financial Research Associate Jobs in Illinois (NOW HIRING)

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Financial Research Associate information

What are the key skills and qualifications needed to thrive as a financial research associate?

To thrive as a Financial Research Associate, you need strong analytical skills, a solid understanding of financial markets, and usually a degree in finance, economics, or a related field. Familiarity with financial modeling software, databases like Bloomberg or FactSet, and proficiency in Excel are typically required. Attention to detail, effective communication, and the ability to manage multiple projects simultaneously are standout soft skills for this role. These competencies are crucial for delivering accurate research, supporting investment decisions, and ensuring clear communication of complex financial insights.

What are some typical projects or assignments a financial research associate might work on during their first year?

As a Financial Research Associate, you can expect to work on projects such as analyzing market trends, preparing financial models, and creating reports to support investment decisions. Early assignments often include gathering and synthesizing data from financial statements, conducting industry and company-specific research, and assisting senior analysts with presentations for clients or internal teams. These tasks not only build your technical skills but also help you develop a deeper understanding of financial markets and enhance your ability to communicate complex findings clearly.

What does a financial research associate do?

A financial research associate analyzes financial data, market trends, and company performance to support investment decisions. They often use tools like Excel and financial modeling, and may prepare reports or presentations for clients or senior analysts.

What are the most commonly searched types of Financial Research jobs in Illinois?

The most popular types of Financial Research jobs in Illinois are:

What are popular job titles related to Financial Research Associate jobs in Illinois?

For Financial Research Associate jobs in Illinois, the most frequently searched job titles are:

What job categories do people searching Financial Research Associate jobs in Illinois look for?

The top searched job categories for Financial Research Associate jobs in Illinois are:

Infographic showing various Financial Research Associate job openings in Illinois as of August 2026, with employment types broken down into 68% Full Time, 30% Part Time, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Senior Research Associate - Global Equity (Technology)

William Blair

Chicago, IL

Full-time

Re-posted 22 days ago


Job description

The Senior Research Associate will support senior analysts in covering the global technology sector across hardware, software, semiconductors, and communication services. The role offers broad exposure: working across tech business models, portfolios, market capitalizations, and geographies. This role suits someone early in their investment career who has genuine intellectual curiosity about the global technology sector and a drive to build fluency in AI tools and workflows as part of the research process. Deep technical expertise isn't required, but genuine interest in global investing, the sector and enthusiasm for modern research methods are essential.

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. Work across business models, geographies, and potentially across different parts of the market cap range, supporting multiple portfolios and strategies.
  • Conduct primary research: read filings, transcripts, and sell-side notes; 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.
  • Prepare research notes, earnings summaries, presentations, and other materials to communicate investment ideas, research findings, and opinions to portfolio managers and the broader investment team.
  • 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.
  • Maintain organized, current research databases across coverage names. Gather, analyze, and organize market, company, and financial performance data.
  • 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.
  • Ensure all work activities are in compliance with applicable rules, regulations, policies, and procedures.

Qualifications:

  • Bachelor's degree required; 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.

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