About the Role THE POSITION
We are seeking an Equity Research Analyst to join the Global Impact Team. The team’s approach seeks to produce an attractive financial return by investing in companies that aim to address some of the world’s most intractable problems aligned with our eleven impact themes and the UN Sustainable Development Goals. The Analyst will conduct fundamental security analysis and assist in thematic research.
Given the broad and evolving nature of the Global Impact investment universe, the Analyst will be comfortable operating as a generalist, moving across sectors, geographies, and impact themes to pursue the best opportunities.RESPONSIBILITIES
Responsibilities for this position will include the following:
• Analyze public equity securities for inclusion in global all-cap, impact-investment portfolios;
• Analyze financial statements; create and maintain detailed financial models on individual companies;
• Conduct proprietary research including interviewing company management, customers, and suppliers;
• Monitor individual portfolio investments;
• Research impact themes and evaluate companies for inclusion into the investible universe;
• Synthesize financial, operational, and impact inputs into clear recommendations;
• Actively contribute to research ideas and portfolio construction;
• Complete complex analytical projects under time constraints; and
• Prepare written reports and oral presentations for internal and external audiences.QUALIFICATIONS
The ideal candidate will possess the following qualifications:
• A minimum of 5+ years of equity investing experience with a preference for impact or sustainability-aligned work, preferably on the buy-side. Comfort with emerging and frontier markets is preferred.
• Strong interpersonal skills and experience in a collaborative, team-based, results-oriented environment;
• Strong work ethic and attention to detail;
• Exceptional analytical and quantitative skills; strong financial modeling skills required;
• Demonstrated research “horsepower”, including delivering rigorous, high-velocity research at pace;
• Ability to think flexibly; comfort defending non-consensus views and challenging the views of others;
• Ability to be a thought partner on portfolio construction and risk management;
• Self-awareness and self-confidence to be comfortable “being wrong;”
• Independence of thought and curiosity about the world;
• Efficient time management and excellent organizational skills; and
• Strong academic credentials, MBA or CFA preferred.LOCATION
The Equity Research Analyst, Global Impact will be based in Wellington’s Global Headquarters in Boston, MA, or the New York, NY or London, UK office.
Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at .At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:USD 90,000 - 180,000This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFAreimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
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