Equity Research Analyst

Wellington Management • Boston, MA

5h • $90,000 - $180,000 • Hybrid

About The Position

Wellington Management is seeking to recruit an Equity Research Analyst to join their Small Cap Value Opportunities Portfolio Management team. This team invests opportunistically in US small-cap companies with attractive valuations, quality, and capital returns. The Analyst will focus on generating alpha through fundamental research, operating primarily as a generalist across sectors. The role involves contributing to idea generation and security selection within a collaborative investment environment.

Requirements

• Passion for investing and experience or interest in investing in small cap stocks with a value-oriented style.
• Exceptional analytical capabilities and intellectual curiosity.
• Strong financial analysis skills.
• Robust fundamental toolkit.
• Willingness to dig into complex problems and develop insights through independent work and critical thinking.
• Ability to take risk and challenge investment views.
• Humility to admit mistakes and a desire to learn from others.
• Ability to communicate (both verbally and in writing) action-oriented opinions clearly and with conviction.
• Proven track record of high achievement across academic, professional, and extracurricular pursuits.
• Drive, resilience and a commitment to excellence in all endeavors.
• Flexibility and openness to continue learning, evolving and growing as an investor.
• 5 - 8 years of relevant experience with demonstrated success as an investment analyst, preferably on the buy-side.
• Generalist mindset and experience, with flexibility to cover multiple sectors; or a sector expert with openness to expanding.
• Track record of making successful investment recommendations and generating alpha.
• Exceptional analytical, quantitative and financial modeling skills.
• Intellectual curiosity and comfort taking risks.
• Self-awareness and self-confidence to be comfortable “being wrong”.
• Strong interpersonal and communication skills and experience in a collaborative, team-based, results-oriented environment.
• Strong academic credentials.

Nice To Haves

• MBA and/or CFA/CAIA preferred.

Responsibilities

• Conduct intensive, bottom-up fundamental research to drive the investment process.
• Develop differentiated investment views and communicate findings to the Value portfolio manager.
• Incorporate top-down perspectives such as sector and macro views.
• Apply a disciplined and detailed approach within the context of the overall portfolio philosophy and process.
• Conduct deep, high-velocity research at pace.
• Perform financial analysis and utilize a robust fundamental toolkit.
• Dig into complex problems and develop insights through independent work and critical thinking.
• Build strong, trusting relationships internally with colleagues and externally with company management teams.
• Take risk and challenge investment views.
• Admit mistakes and learn from others.
• Communicate action-oriented opinions clearly and with conviction.
• Contribute to an open investment dialogue.
• Generate alpha through differentiated fundamental research.
• Contribute meaningfully to idea generation and security selection.

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)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level