Equity Research Analyst, Global Impact

Wellington Management•Boston, MA

1d•Hybrid

About The Position

THE POSITION We are seeking an Equity Research Analyst to join the Global Impact Team. The team’s approach seeks to produce an attractive financial return by investing in companies that aim to address some of the world’s most intractable problems aligned with our eleven impact themes and the UN Sustainable Development Goals. The Analyst will conduct fundamental security analysis and assist in thematic research. Given the broad and evolving nature of the Global Impact investment universe, the Analyst will be comfortable operating as a generalist, moving across sectors, geographies, and impact themes to pursue the best opportunities.

Requirements

A minimum of 5+ years of equity investing experience with a preference for impact or sustainability-aligned work, preferably on the buy-side. Comfort with emerging and frontier markets is preferred.
Strong interpersonal skills and experience in a collaborative, team-based, results-oriented environment
Strong work ethic and attention to detail
Exceptional analytical and quantitative skills; strong financial modeling skills required
Demonstrated research “horsepower”, including delivering rigorous, high-velocity research at pace
Ability to think flexibly; comfort defending non-consensus views and challenging the views of others
Ability to be a thought partner on portfolio construction and risk management
Self-awareness and self-confidence to be comfortable “being wrong;”
Independence of thought and curiosity about the world
Efficient time management and excellent organizational skills
Strong academic credentials, MBA or CFA preferred.

Responsibilities

Analyze public equity securities for inclusion in global all-cap, impact-investment portfolios
Analyze financial statements; create and maintain detailed financial models on individual companies
Conduct proprietary research including interviewing company management, customers, and suppliers
Monitor individual portfolio investments
Research impact themes and evaluate companies for inclusion into the investible universe
Synthesize financial, operational, and impact inputs into clear recommendations
Actively contribute to research ideas and portfolio construction
Complete complex analytical projects under time constraints
Prepare written reports and oral presentations for internal and external audiences.

Benefits

retirement plan
health and wellbeing
dental
vision
pharmacy coverage
health savings account
flexible spending accounts and commuter program
employee assistance program
life and disability insurance
adoption assistance
back-up childcare
tuition/CFA reimbursement
paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)