Equity Research Analyst, Value, Consumer

Wellington Management-posted about 1 month ago
Full-time • Mid Level
Hybrid • Radnor, PA
1,001-5,000 employees
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THE POSITION We are currently seeking to recruit an Equity Research Analyst (Analyst) to join our established Value Equity Income Portfolio Management team. This team manages approximately $74 billion in US large cap value and equity income strategies. The team selects stocks bottom-up, across the large and mid-cap spectrum, without regard to benchmark, based on intensive fundamental research and access to corporate decision makers. This Analyst will have a focus on alpha generation and expertise in consumer companies.

  • VALUE INVESTING ACUMEN AND PASSION – The Analyst will have experience and passion investing in large and mid-cap stocks with a value-oriented style. They will employ intensive, bottom-up fundamental research to drive the investment process which will help form differentiated views and allow the Analyst to communicate their findings to the Value portfolio manager. They must exhibit a fundamental, research oriented, bottom-up approach, with the ability to incorporate top-down perspectives such as sector and macro views. Furthermore, 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.
  • 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 5-10+ years of relevant experience with demonstrated success as an investment analyst
  • Sector expertise in consumer preferred; generalist coverage will be considered
  • Strong bottom-up fundamental approach to research
  • Philosophical alignment with the team’s approach
  • A strong track record of making successful investment recommendations and generating alpha
  • Proven ability to incorporate ESG into their research methodology /philosophy & process
  • 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, MBA and/or CFA/CAIA preferred.
  • At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits.
  • Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and 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 and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
  • We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
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