Junior Equity Sales-Trading Analyst - San Francisco
William Blair
Solutions for Today’s Challenges. Vision for Tomorrow’s Opportunities.
Join William Blair, the Premier Global Partnership.
This is a two-year development role designed to provide hands-on exposure to the equity markets, institutional client coverage, and trade execution. It is ideal for individuals interested in financial markets who thrive in a fast-paced, team-oriented environment and are eager to build strong client relationships over time.
The analyst will work closely with the Head of Sales-Trading, senior sales-traders, traders, and research professionals to facilitate client activity, generate actionable market insights, and develop the foundational skills required for a career in institutional equities.
Responsibilities include but may not be limited to:
Market & Trading Coverage
- Partner with senior sales-traders with execution support, order management, and market color
- Monitor market activity, news flow, and research updates to identify actionable insights for clients
- Prepare timely summaries of key market developments, earnings announcements, and sector trends
- Support program trades and execution workflow across internal trading systems
- Track relevant economic releases, corporate news, and technical market developments throughout the trading day
Client Engagement
- Prepare content and talking points for client interactions
- Support development of institutional client relationships through proactive communication and follow-up
- Coordinate meetings, calls, and marketing initiatives with clients
- Maintain CRM notes and ensure accurate tracking of client interactions and engagement
Research & Idea Generation
- Screen internal and external research to identify high-conviction investment ideas
- Summarize analyst views and key themes relevant to institutional investors
- Assess and synthesize market intelligence gathered from research, trading flows, and client dialogue
- Contribute to internal morning notes and market commentary distributed to clients
Team & Project Support
- Collaborate closely with equity research, trading, and sales teams
- Complete special projects, develop client presentations, and market analysis
- Ensure adherence to regulatory requirements and internal compliance policies
- Continuously develop knowledge of equity market structure, trading mechanics, and institutional client needs
Qualifications:
- Bachelor’s degree required (Finance, Economics, Business, Mathematics, or related field preferred)
- Expected graduation date: Winter 2025 – Spring 2026
- Strong interest in financial markets and institutional investment
- Internship or prior work experience in financial services industry preferred
- Demonstrated ability to work in a fast-paced, high-performance environment
- Excellent written and verbal communication skills
- Strong attention to detail and organizational ability
- Ability to manage multiple priorities under tight deadlines
- Team-oriented mindset with strong work ethic and intellectual curiosity
- Proficiency in Microsoft Excel, PowerPoint, and Word
- SIE Exam, Series 7, and Series 63 must be obtained within 150 days of employment
- Ability to work full U.S. equity market hours, beginning at 4:25 am PT, including pre‑market preparation and end‑of‑day responsibilities
- Must be authorized to work in the U.S. without sponsorship now or in the future
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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.
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.
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