Junior Equity Sales-Trading Analyst - San Francisco

Requirements

• 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
• #LI-CG1
• #LI-Hybrid
• This role is eligible for either a discretionary annual bonus (based on company, business unit and individual performance) and/or commission-based incentives.
• Salary Range
• $110,000 - $120,000 USD
• About Our Firm

Benefits

Additional Information

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

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at williamblair? Share your experience