Equity Research Analyst, Small Cap Opportunities

Wellington Management•Boston, MA

60d•Hybrid

About The Position

THE POSITION We are currently seeking to recruit an Equity Research Analyst (Analyst) to join our established Small Cap Opportunities (SCO) Portfolio Management team. This team manages over $12 billion in small and SMID cap opportunistic strategies. This Analyst will have a focus on alpha generation and expertise in healthcare and/or technology companies, or function in a generalist capacity.

Requirements

OPPORTUNISTIC/GROWTH INVESTING ACUMEN AND PASSION – The Analyst will have experience and passion investing in small cap stocks with a Growth to GARP style. They must exhibit a fundamental, research-oriented, bottom-up approach, with the ability to incorporate top-down perspectives such as sector and macro views. The investor will be able to consider those 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.
SUPERIOR COLLABORATION AND INFLUENCING SKILLS – The successful candidate will enjoy being an individual contributor within a highly collaborative team. They will build strong trusting relationships internally with colleagues and externally with company management teams. The ability to take risk and challenge investment views is critical, as is the humility to admit mistakes and a desire to learn from others; they must recognize the benefits of diverse perspectives. The ability to communicate (both verbally and in writing) action-oriented opinions clearly and with conviction and contribute to an open investment dialogue is important.
GROWTH MINDSET – The flexibility and openness to continue learning, evolving and growing as an investor is required.
A minimum of 10+ years of experience with small cap equity research and/or portfolio management
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

Nice To Haves

Sector expertise in healthcare and/or technology preferred; generalist coverage will also be considered.
Strong academic credentials, MBA/CFA preferred.

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)