Equity Research Analyst

Wellington Management•Boston, MA

1d•$90,000 - $180,000•Hybrid

About The Position

Wellington Management is seeking to recruit an Equity Research Analyst (Analyst) to join their established Small Cap Value Opportunities Portfolio Management team. This team opportunistically invests in US small-cap companies with an attractive combination of valuation, quality, and capital returns. The Analyst will focus on alpha generation through differentiated fundamental research and will operate primarily as a generalist across sectors. The successful candidate will join a highly collaborative investment environment and contribute meaningfully to idea generation and security selection.

Requirements

Passion for investing and experience or interest in investing in small cap stocks with a value-oriented style.
Ability to incorporate top-down perspectives such as sector and macro views.
Disciplined and detailed approach within the context of the overall portfolio philosophy and process.
Exceptional analytical capabilities and intellectual curiosity.
Ability to conduct deep, high-velocity research at pace.
Strong financial analysis skills and a robust fundamental toolkit.
Willingness to “dig in” to complex problems and develop insights through independent work and critical thinking.
Individual contributor within a highly collaborative team.
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

Focus on alpha generation through differentiated fundamental research.
Operate primarily as a generalist across sectors.
Contribute meaningfully to idea generation and security selection.
Employ intensive, bottom-up fundamental research to drive the investment process.
Form differentiated views and communicate findings to the Value portfolio manager.
Incorporate top-down perspectives such as sector and macro views.
Conduct deep, high-velocity research at pace.
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.
Recognize the benefits of diverse perspectives.
Communicate action-oriented opinions clearly and with conviction.
Contribute to an open investment dialogue.
Continue learning, evolving, and growing as an investor.

Benefits

Retirement plan
Health and wellbeing
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)