Equity Research Analyst – Small & Mid Cap

GW&K Investment Management, LLC • Boston, MA

3d • $200,000 - $250,000 • Hybrid

About The Position

The Equity Research Analyst will function as a sector specialist conducting research within the Industrials sector. Experience in the Materials sector is a plus.

Requirements

• MBA and/or CFA charter required.
• 7+ years of buy-side experience performing equity analysis with a focus on US small and mid-cap research.
• Demonstrated experience with Industrials required and Materials preferred.
• Prior experience and preference for working within a deliberate, low turnover investment process.
• Experience and willingness to present an equity process and performance results to clients, prospects, and investment consultants at varying levels of financial sophistication.
• Acts with the highest level of integrity and consistently puts clients’ interests first.
• Strong analytical and organizational skills.
• Excellent written and oral communication skills.
• Must be a self-starter and able to work independently.
• Strong computer skills using Excel, FactSet and Bloomberg; proficiency with AI tools.

Nice To Haves

• Experience in the Materials sector is a plus.

Responsibilities

• Conduct comprehensive fundamental analysis of various companies, industries, and sectors including: Analyze industry dynamics and sources of competitive advantage, Perform in-depth financial statement analysis, Determine and follow key industry and company drivers, Evaluate quality of company management and their alignment with our focus on long term value creation for all stakeholders, Compare stock valuation to sustainable long term growth rate and intrinsic value of the underlying business
• Identify and present buy/sell investment opportunities, ideas, and opinions to portfolio managers and equity team
• Communicate rationale for portfolio decisions to clients, consultants, traders, and the firm’s Investment Committee
• Work collaboratively with equity team to complete work outside of core coverage area and product
• Communicate investment philosophy and process to prospective clients and consultants

Benefits

• health and dental care coverage
• employer-matched 401k
• tuition reimbursement
• parental leave
• a variety of other benefits that support a healthy work/life balance

What This Job Offers

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