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Equity Research Analyst

Wellington Management Company, LLP
Boston, USA
Closing date
Dec 14, 2023

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
About Us

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.

We are transitioning to a hybrid work environment where both remote work and the office play a critical role. Our vision is a future where all employees are empowered to work flexibly to drive the best outcomes for our clients. Flexible work is a mindset and a core value. Our employees are encouraged to work remotely two days a week as a standard practice and will have flexibility in terms of working hours.

About the Role

We are seeking to recruit a Global Equity Research Analyst to join one of our established Equity Portfolio Management teams. The Global Perspectives team manages all cap Global and International mandates using a multi- disciplinary investment process that systematically incorporates fundamental inputs alongside global macro, quantitative, and ESG , leveraging the broad investment resources of Wellington Management. The team's investment approach is 'core'. The analyst will primarily focus on generalist coverage of U.S. companies, be part of a collaborative global team and engage with the broader investment platform to source investment ideas. The preference is for the role is to be in Boston, we will consider New York City based investors who are able to be based in Boston for the first two years.

Key responsibilities include, but are not limited to, the following:

• Generate successful long-term, investment ideas and provide continuous monitoring of positions. The successful candidate will develop unique research insights to arrive at well supported investment conclusions for inclusion in various strategies.
• Conduct proprietary research based on data gathered from company filings, company management meetings, and independent research sources to build conviction.
• Cover multiple industries, maintaining oversight of existing holdings and recommending new securities.
• Build multi-year financial models to determine appropriate valuations under various scenarios.
• Primarily focus on generalist coverage of U.S. companies and at times, research non-U.S. ideas.
• Work closely with a multi-disciplinary team, sharing ideas and offering feedback.

The following essential skills are required for the role:

• Investment acumen and passion - While focused on the U.S., the Analyst will ideally have some experience with the global equity markets and will at times research non-U.S. ideas. The Analyst must exhibit a fundamental, research oriented, bottom-up approach, and be able to implement ideas through an analytical framework. The ideal candidate will show prior evidence of successful stock recommendations.

• Strong collaboration and interpersonal skills - The successful candidate will be energized by being an individual contributor within multi-disciplinary team and embrace the benefits of overlapping lines of company coverage and idea generation across the Firm. The ability to take risk and challenge investment views is critical, as is the humility to admit mistakes and a desire to learn from others; the analyst must recognize the benefits of diverse perspectives. The ability to communicate (both verbally and in writing) action-oriented opinions clearly and with conviction, and contribute to an open investment dialogue, is critical.

• Team building and integrity. The ideal candidate will have a demonstrated track record of effective teamwork. A strong work ethic is critical.

• Work independently. The candidate will be part of a global team with the lead portfolio manager based in London and team members based across the firm's global offices (including Boston). The ideal candidate will be comfortable working independently while staying in close communication with the broader team.

• Growth mindset - The flexibility and openness to continue learning, evolving and growing as an investor is required. The Global Perspectives Analyst will have a broad market perspective and flexible investment mindset, allowing them to identify value creation opportunities across industries and geographies.

Additional qualifications and characteristics include:
• A minimum of 10 years of relevant experience as an equity analyst;
• Strong bottom-up, fundamental approach to research;
• Self-awareness and self-confidence to be comfortable 'being wrong';
• Strong work ethic and attention to detail;
• Demonstrated track record of stock picking success;
• Strong interpersonal skills and experience in a collaborative, results-oriented environment; and
• Strong academic credentials;

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 100,000 - 225,000
This 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. Examples of our benefits include 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 and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

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