Equity Research Associate - Industrials Sector

Wellington Management • Boston, MA

21d • Hybrid

About The Position

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients. THE ROLE We are seeking an Equity Research Associate (RA) to join our Global Industry Research Industrials Team in Boston. In this role, you’ll work closely with a senior Global Industry Analyst to support coverage of diversified Industrials. The ideal candidate is a self‑directed, hard‑working team player with a strong interest in cyclical and industrial sectors and the investment management industry.

Requirements

• Analytical acumen and passion for markets – The ideal candidate will have a superior financial modeling skills, strong analytical capabilities, and an eagerness to apply their expertise and passion in support of Wellington's industrials investing.
• Superior collaboration skills – The Research Associate will be a self-directed, hard-working team player, who contributes to the research efforts of the industrials Global Industry Analyst. The successful candidate will enjoy contributing to a highly collaborative investment environment and will build strong, trusting relationships internally with colleagues across the industrials team. The ability to communicate (both verbally and in writing) and contribute to an open investment dialogue is required.
• Growth mindset – The flexibility and openness to continue learning, evolving, and growing as a Research Associate is important.  The RA will have a global perspective and creative approach for analyzing investment opportunities in industrials equities.
• A minimum of 3 years of previous investment experience, ideally within a Long/Short (L/S) framework. Equally strong applicants with related experience in the broader financial services space will also be considered.
• Financial modeling ability
• Strong data and technology skills, including experience using platforms and tools to screen, rank, and manage large stock universes.
• Sound judgment, strong work ethic and highest personal and professional integrity
• Demonstrated analytical ability
• Ability to work independently and make decisions in the face of uncertainty
• Ability to organize, manage, and prioritize time well
• Strict attention to detail
• Effective communications skills, both written and verbal
• Superior academic credentials and track record, an undergraduate degree is required

Nice To Haves

• An understanding of risk and risk-based tools beneficial
• Experience covering the industrials sector in sell-side equity research, investment banking, private equity, or buy-side roles.
• Aptitude for building investment science skill set through interest in the intersection of science and investing
• progress with CFA/CAIA levels is additive

Responsibilities

• Maintaining the integrity of industry and comparative valuation models
• Performing continuous due diligence on industrials companies spanning the breadth of the sector
• Building and maintaining company financial models on prospective investments
• Completing complex analytical projects under tight time constraints
• Staying abreast of relevant company and industry materials and communications
• Working to identify emerging research trends and novel and investable developments
• Maintain risk models for long-only and long/short portfolios

Benefits

• 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)

What This Job Offers

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