Equity Research Analyst, Global Impact

We are seeking an Equity Research Analyst to join the Global Impact Team at Wellington Management. 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.

Requirements

• 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;
• Prepare written reports and oral presentations for internal and external audiences;

Benefits

• 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
• Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)