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Junior Equity Sales-Trading Analyst - San Francisco

William Blair

San Francisco, California

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JOB DETAILS
SKILLS
Analysis Skills, Color Management, Communication Skills, Competitive Analysis/Strategy, Customer Relations, Customer Relationship Management (CRM), Customer/Client Research, Detail Oriented, Develop and Maintain Customers, Economics, Equity Securities, Finance, Financial Services, Industry/Trade Analysis, Intelligence Gathering, Maintain Compliance, Market Analysis, Market Tracking, Marketing, Mathematics, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Multitasking, Order Management, Organizational Skills, Partner Sales, Plan Meetings, Presentation/Verbal Skills, Regulatory Compliance, Regulatory Requirements, Sales, Sales Analysis, Sales Management, Sales Presentation, Series 63, Series 7, Stock Market, Team Player, Time Management, Trading Systems, Trading/Stockbroking, Writing Skills
LOCATION
San Francisco, California
POSTED
19 days ago

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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About the Company

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William Blair