Equity Research Analyst, Small and SMID Cap Growth

Wellington Management•Boston, MA

22h•$120,000 - $225,000•Hybrid

About The Position

Wellington Management is seeking to recruit an Equity Research Analyst (Analyst) to join their established Small Cap Growth (SCG) Portfolio Management team. This team manages over $9 billion in small and SMID cap growth strategies. This Analyst will have a focus on alpha generation and expertise in industrials, technology or healthcare companies, or function in a generalist capacity.

Requirements

A minimum of 8-12+ years of experience with small, SMID or mid cap equity research and/or portfolio management
Sector expertise in healthcare and/or technology preferred; generalist coverage will also be considered.
Strong bottom-up fundamental approach to research
A strong track record of making successful investment recommendations and generating alpha
Intellectual curiosity and comfort taking risks
Self-awareness and self-confidence to be comfortable “being wrong”
Strong work ethic and attention to detail
Strong interpersonal and communication skills and experience in a collaborative, team-based, results-oriented environment
Strong academic credentials

Nice To Haves

MBA/CFA preferred

Responsibilities

Have experience and passion investing in small or SMID cap stocks with a Growth to GARP style.
Exhibit a fundamental, research-oriented, bottom-up approach, with the ability to incorporate top-down perspectives such as sector and macro views.
Consider ideas through a highly analytical and detailed approach within the context of overall portfolio philosophy and process and effectively communicate their findings to the portfolio manager and team.
Enjoy being an individual contributor within a highly collaborative team.
Build strong trusting relationships internally with colleagues and externally with company management teams.
Take risk and challenge investment views.
Admit mistakes and desire to learn from others; recognize the benefits of diverse perspectives.
Communicate (both verbally and in writing) action-oriented opinions clearly and with conviction and contribute to an open investment dialogue.
Continue learning, evolving and growing as an investor.

Benefits

retirement plan
health and wellbeing
dental
vision
pharmacy coverage
health savings account
flexible spending accounts
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)