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.
THE POSITION We are currently seeking to recruit an Equity Research Analyst (Analyst) to join our established Small Cap Value Opportunities Portfolio Management team. The team opportunistically invests in US small-cap companies deemed to have an attractive combination of valuation, quality and capital returns. This Analyst will focus on alpha generation through differentiated fundamental research and will operate primarily as a generalist across sectors. The successful candidate will join a highly collaborative investment environment and contribute meaningfully to idea generation and security selection.
ESSENTIAL SKILLS The following essential skills are required for the role: • VALUE INVESTING ACUMEN AND PASSION – The Analyst will have passion for investing and experience or interest in investing in small cap stocks with a value-oriented style. They will employ intensive, bottom-up fundamental research to drive the investment process, which will help form differentiated views and allow the Analyst to communicate their findings to the Value portfolio manager. They must exhibit the ability to incorporate top-down perspectives such as sector and macro views. The Analyst will use a disciplined and detailed approach within the context of the overall portfolio philosophy and process.
• RESEARCH HORSEPOWER AND ANALYTICAL RIGOR – The Analyst will demonstrate exceptional analytical capabilities and intellectual curiosity, with the ability to conduct deep, high-velocity research at pace. Strong financial analysis skills and a robust fundamental toolkit are essential. The Analyst will exhibit a willingness to “dig in” to complex problems and develop insights through independent work and critical thinking.
• SUPERIOR COLLABORATION AND INFLUENCING SKILLS – The Analyst will be expected to be an individual contributor within a highly collaborative team. They will build strong, trusting relationships internally with colleagues and externally with company management teams. 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; they 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 important.
• DRIVE, GRIT, AND ACHIEVEMENT ORIENTATION – A proven track record of high achievement across academic, professional, and extracurricular pursuits. The Analyst will demonstrate drive, resilience and a commitment to excellence in all endeavors.
• GROWTH MINDSET – The flexibility and openness to continue learning, evolving and growing as an investor is required.
OTHER QUALIFICATIONS A successful candidate should have the following qualifications: • 5 - 8 years of relevant experience with demonstrated success as an investment analyst, preferably on the buy-side • Generalist mindset and experience, with flexibility to cover multiple sectors; or a sector expert with openness to expanding • Track record of making successful investment recommendations and generating alpha • Exceptional analytical, quantitative and financial modeling skills • Intellectual curiosity and comfort taking risks • Self-awareness and self-confidence to be comfortable “being wrong” • Strong interpersonal and communication skills and experience in a collaborative, team-based, results-oriented environment • Strong academic credentials, MBA and/or CFA/CAIA preferred.
LOCATION The Equity Research Analyst, Small Cap Value will be based in Wellington’s Radnor, PA, Boston, MA or New York, NY office.
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 r ace, 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 GMWTalentOperations@wellington.com .
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 90,000 - 180,000
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, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and 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)
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.