Equity Research Analyst, Small Cap Opportunities

Role Overview

We are seeking an Equity Research Analyst to join our Small Cap Opportunities Portfolio Management team. The Analyst will have a focus on alpha generation and expertise in healthcare and/or technology companies, or function in a generalist capacity. The team manages over $12 billion in small and SMID cap opportunistic strategies.

What You Will Do

The Analyst will have a fundamental, research-oriented, bottom-up approach, with the ability to incorporate top-down perspectives such as sector and macro views. They will be able to consider ideas through a highly analytical and detailed approach within the context of overall portfolio philosophy and process and effectively communicate their findings to the portfolio manager and team.

Why It Might Be a Fit

A successful candidate will have a growth mindset, superior collaboration and influencing skills, and a strong track record of making successful investment recommendations and generating alpha. They will be able to take risk and challenge investment views, and be comfortable with being wrong.

Requirements

• 10+ years of experience with small cap equity research and/or portfolio management
• Sector expertise in healthcare and/or technology preferred; generalist coverage will also be considered
• Strong bottom-up fundamental approach to research
• Strong track record of making successful investment recommendations and generating alpha
• Intellectual curiosity and comfort taking risks
• Self-awareness and self-confidence to be comfortable 'being wrong'
• Strong work ethic and attention to detail
• Strong interpersonal and communication skills and experience in a collaborative, team-based, results-oriented environment
• Strong academic credentials, MBA/CFA preferred

Benefits

• Retirement plan
• Health and wellbeing
• Dental
• Vision
• Pharmacy coverage
• Health savings account
• Flexible spending accounts
• 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)
• Discretionary Corporate Bonus and/or Incentives
• Flexible work environment