Equity Research Analyst, Value, Healthcare

Wellington Management-posted about 1 month ago

Full-time • Mid Level

Hybrid • Radnor, PA

1,001-5,000 employees

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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 healthcare 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 healthcare 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.

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)

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