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GW&K Investment Management

Active equity and fixed-income investments

Associate Taxable Research Analyst

Equity & Credit ResearchConfirmed live in the last 24 hours
Full-timeBoston, MA, USA

About the Job

Requirements

  • A bachelor's degree in Finance, Accounting, Economics, Mathematics, Statistics, or a related field is required.
  • One to three years of relevant experience in corporate credit research, fixed income, leveraged finance, commercial or investment banking, rating-agency analysis, or a related role with demonstrated exposure to corporate credit analysis is required.
  • Familiarity with corporate credit markets, including financial statement analysis, cash flow, leverage, liquidity, capital structure, credit ratings, spreads, and downside risk.
  • Demonstrated analytical, problem-solving, and technical skills, with the ability to form, clearly communicate, and support conclusions.
  • Ability to manage multiple priorities in a fast-paced environment and assume increasing responsibility over time.
  • Ability to work effectively within a team-oriented investment process.
  • Technical aptitude and demonstrated interest in applying technology, data, automation, and generative AI to enhance investment research, analytical processes, and team workflows.
  • Proficiency in Microsoft Excel and experience building or maintaining financial models.

Responsibilities

  • Conduct fundamental credit analysis of corporate issuers, including assessment of business models, competitive positioning, industry conditions, financial performance, capital structure, liquidity, and downside risks.
  • Support senior analysts’ sector and issuer coverage through earnings analysis, industry research, review of company filings and rating-agency reports, and preparation for issuer and management meetings.
  • Build and maintain financial models covering operating performance, cash flow, leverage, liquidity, debt-service capacity, and downside scenarios.
  • Develop and communicate concise, well-supported credit opinions, relative-value views, and investment recommendations addressing issuer fundamentals, key risks, catalysts, and valuation.
  • Evaluate relative value across issuers, sectors, ratings, maturities, and portions of the capital structure using spread, yield, total-return, and risk-adjusted frameworks.
  • Monitor issuers and sectors for material developments and support portfolio surveillance, watch-list maintenance, and ongoing investment-thesis reviews.
  • Participate in the evaluation of new bond issues and provide timely analysis of issuer credit quality, transaction structure, pricing, and relative value.

Desired Qualifications

  • CFA charter holder or progress toward the CFA designation is preferred.
  • Familiarity with generative AI tools and their use in research, data analysis, and workflow enhancement is strongly preferred.
  • Familiarity with Bloomberg, FactSet, Capital IQ, or comparable financial-data and research platforms is preferred.
  • Experience with Python, SQL, Power BI, Power Automate, VBA, or similar programming, data-analysis, or workflow-automation tools is preferred.

About the Company

GW&K Investment Management

Active equity and fixed-income investments

GW&K Investment Management is a Boston-based firm that offers active equity and fixed income investment strategies for a diverse client base. Its approach centers on active, bottom-up investing, built on in-depth fundamental research conducted by a team of experienced investment professionals. How it works: each strategy uses fundamental analysis to select securities and construct portfolios with the aim of meeting specified investment objectives, guided by disciplined, consistently applied investment processes. How it differs: GW&K emphasizes a research-driven, bottom-up framework managed by seasoned professionals to deliver outcomes aligned with client goals rather than passive or indiscriminate investing. Goal: help clients achieve their investment objectives through thoughtful, active management of their portfolios.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Boston, MA
Founded
1974

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