Equity Research Analyst, Small and SMID Cap Growth
About The Position
Wellington Management is seeking an Equity Research Analyst to join their Small Cap Growth (SCG) Portfolio Management team, which manages over $9 billion in small and SMID cap growth strategies. The Analyst will focus on alpha generation and have expertise in industrials, technology, or healthcare companies, or function in a generalist capacity. The role requires a fundamental, research-oriented, bottom-up approach with the ability to incorporate top-down perspectives. The candidate must be a strong collaborator, able to build trusting relationships internally and externally, and comfortable taking risks and challenging investment views. A growth mindset, with flexibility and openness to continuous learning, is also essential.
Requirements
- Experience and passion investing in small or SMID cap stocks with a Growth to GARP style.
- Fundamental, research-oriented, bottom-up approach.
- Ability to incorporate top-down perspectives such as sector and macro views.
- Analytical and detailed approach.
- Ability to incorporate findings within the context of overall portfolio philosophy and process.
- Ability to communicate findings to the portfolio manager and team.
- Individual contributor within a highly collaborative team.
- Ability to take risk and challenge investment views.
- Humility to admit mistakes and desire to learn from others.
- Recognize the benefits of diverse perspectives.
- Ability to communicate (both verbally and in writing) action-oriented opinions clearly and with conviction.
- Contribute to an open investment dialogue.
- Flexibility and openness to continue learning, evolving and growing as an investor.
- A minimum of 8-12+ years of experience with small, SMID or mid cap equity research and/or portfolio management.
- Strong bottom-up fundamental approach to research.
- 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.
- Experience in a collaborative, team-based, results-oriented environment.
- Strong academic credentials.
Nice To Haves
- Expertise in industrials, technology or healthcare companies.
- Generalist capacity.
- Sector expertise in healthcare and/or technology.
- MBA/CFA preferred.
Responsibilities
- Focus on alpha generation within small and SMID cap growth strategies.
- Conduct fundamental, research-oriented, bottom-up analysis of companies.
- Incorporate top-down perspectives such as sector and macro views.
- Analyze investment ideas within the context of overall portfolio philosophy and process.
- Effectively communicate findings to the portfolio manager and team.
- Build strong trusting relationships internally with colleagues and externally with company management teams.
- Take risks and challenge investment views.
- Admit mistakes and learn from others.
- Communicate action-oriented opinions clearly and with conviction.
- Contribute to an open investment dialogue.
Benefits
- Retirement plan
- Health and wellbeing coverage
- Dental coverage
- Vision coverage
- Pharmacy coverage
- Health savings account
- Flexible spending accounts
- Commuter program
- Employee assistance program
- Life insurance
- Disability insurance
- Adoption assistance
- Back-up childcare
- Tuition reimbursement
- CFA reimbursement
- Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
- Variable compensation
- Discretionary Corporate Bonus
- Incentives
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
