Equity Research Analyst, Small and SMID Cap Growth

Wellington Management • Boston, MA

1d • 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.
• Effectively communicate 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.
• 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)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed