Equity Research Analyst
- Employer
- GW&K Investment Management
- Location
- Boston, Massachusetts (US)
- Salary
- Based upon experience
- Closing date
- Aug 15, 2019
View more
- Job Function
- Equities Research: Buy Side
- Industry Sector
- Asset Management
- Certifications
- Passed CFA Level I, Passed CFA Level II, Passed CFA Level III (Charter Pending), CFA Charterholder
- Employment Type
- Full Time
- Education
- Bachelors
You need to sign in or create an account to save a job.
Job Details
Summary:
The Equity Research Analyst will function as a sector specialist, conducting research across multiple industries within Healthcare or other sectors.
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
- Occasional travel will be necessary to fulfill these responsibilities
Qualifications:
- MBA/CFA charter required
- 7+ years of experience on the buy side performing equity analysis; small and mid cap research experience preferred; experience with Healthcare sector preferred
- Experience and preference for working within a deliberate, low turnover investment process
- Experience and a desire to present an equity process and performance results to clients, prospects, and investment consultants at varying levels of financial sophistication
- Natural predisposition to conducting themselves at the highest level of integrity, always putting the clients’ interest first
- Strong analytical and organizational skills
- Excellent written and oral communication skills
- Must be a self-starter and able to work independently
- Excellent computer skills using Excel, Factset and Bloomberg
Company
Founded in 1974, GW&K Investment Management is a dynamic Boston-based investment management firm that offers active equity and fixed income investment solutions to meet the needs of a diverse client base. GW&K's mission is to help clients achieve their investment objectives through the management of thoughtfully conceived and consistently applied investment strategies. An active bottom-up investment approach is the cornerstone of our investment philosophy. Each investment strategy relies on in-depth fundamental research executed by a team of experienced investment professionals.
To keep pace with the ever-changing landscape of the investment community, we are continuously looking for individuals who can contribute to GW&K's growth.
At GW&K we believe our people are our most valuable assets. Employees thrive in a dynamic work environment that promotes growth and opportunity.
Company info
- Location
-
222 Berkeley Street
15th Floor
Boston
MA
02116
US
You need to sign in or create an account to save a job.
Sign in to create job alerts
Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.
Create alert