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Equity Research Analyst

Wellington Management
Equity Research Analyst
New York, US
100,000 - 225,000
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Job Description

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 (Global Opportunities). The Global Opportunities team manages both Global and International mandates, with a focus on identifying mispriced securities using a return on invested capital (ROIC) framework. Located in Boston, this analyst will focus on analyzing global stocks across geographies and Industries. The analyst will be responsible for in-depth company and industry analysis and work as a part of a collaborative team.


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

  • Generate successful long-term, investment ideas and provide constant 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 and analyze stocks across the style spectrum (growth to value), maintaining oversight of existing holdings and recommending new securities.

  • Build multi-year financial models to determine appropriate valuations under various scenarios.

  • Work closely with a small tight-knit team, sharing ideas and offering feedback.


The following essential skills are required for the role:

  • Investment acumen, passion and flexibility – The Analyst will have a passion for and understanding of the global equity markets. The ability to identify mispricing and valuation discrepancies across the style spectrum is required. 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 influencing skills – The successful candidate will be energized by being an individual contributor within a tight-knit, collaborative team and embrace the benefits of overlapping lines of company coverage and idea generation across the Firm. The ability to communicate (both verbally and in writing) action-oriented opinions clearly and with conviction, and contribute to an open investment dialogue, is important.

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

  • Growth mindset – The flexibility and openness to continue learning, evolving and growing as an investor is required. The Global Opportunities Equity 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 5-10 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.

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