Senior Research Analyst

Rockland Trust Career Site • Boston, MA

71d

About The Position

This individual will support and actively participate in managing aspects of asset allocation, risk modeling, and external manager selection frameworks. Key job responsibilities will include, but not be limited to: Assume coverage of different economic sectors or industries, develop insights into portfolio holdings as well as uncover new opportunities within the coverage areas. Responsible for idea generation and high-quality fundamental research on the US Large Cap Technology Communication Services sector and relevant thematic(s). Supportive role global technology sector. Responsible for idea generation and high-quality fundamental analysis on stocks within the sector. Deliver alpha generating stock recommendations to Portfolio Managers. Develop and maintain detailed company forecasts, company and industry-specific drivers, price targets, and actionable ideas. Mentor and develop junior members of the research team. Assist the research team in ad hoc projects, research administration, and systems. Support client services and sales teams inquiries.

Requirements

• Bachelor’s degree and CFA and/or MBA.
• Ability to work on-site in Boston office.
• 3+ years of relevant experience.
• Experience with fundamental equity research.

Nice To Haves

• Solid financial statement analysis and modeling capabilities.
• Outstanding communication and presentation skills.
• Experience with Bloomberg, Factset, and other related software.
• Quick learner, comfortable dealing with ambiguous situations.
• Analytical and critical thinking skills.
• Passion, integrity, creativity, inquisitiveness, and self-confidence.
• Self-starter, well organized, and able to work in a collaborative team environment.

Responsibilities

• Assume coverage of different economic sectors or industries.
• Develop insights into portfolio holdings and uncover new opportunities.
• Conduct high-quality fundamental research on the US Large Cap Technology Communication Services sector.
• Deliver alpha generating stock recommendations to Portfolio Managers.
• Develop and maintain detailed company forecasts and price targets.
• Mentor and develop junior members of the research team.
• Assist the research team in ad hoc projects and research administration.
• Support client services and sales teams inquiries.

Benefits

• Competitive compensation with performance incentive awards.
• Health Insurance.
• Dental Insurance.
• 401K and DC Plan for retirement.
• LTD & Life Insurance.
• Day Care Reimbursement.
• Tuition Assistance for graduate and undergraduate programs.
• Award winning Wellness program.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree