Equity Research Associate

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.

About the Role

THE ROLE

We are seeking an Equity Research Associate (RA) to join our Global Industry Research Industrials Team in Boston. In this role, you’ll work closely with a senior Global Industry Analyst to support coverage of diversified Industrials. The ideal candidate is a self‑directed, hard‑working team player with a strong interest in cyclical and industrial sectors and the investment management industry. 

Responsibilities for this position will include the following: 

• Maintaining the integrity of industry and comparative valuation models; 
• Performing continuous due diligence on industrials companies spanning the breadth of the sector; 
• Building and maintaining company financial models on prospective investments; 
• Completing complex analytical projects under tight time constraints; 
• Staying abreast of relevant company and industry materials and communications; 
• Working to identify emerging research trends and novel and investable developments; 
• Maintain risk models for long-only and long/short portfolios. 

Essential Skills 

• Analytical acumen and passion for markets –The ideal candidate will have a superior financial modeling skills, strong analytical capabilities, and an eagerness to apply their expertise and passion in support of Wellington's industrials investing.  

• Superior collaboration skills – The Research Associate will be a self-directed, hard-working team player, who contributes to the research efforts of the industrials Global Industry Analyst. The successful candidate will enjoy contributing to a highly collaborative investment environment and will build strong, trusting relationships internally with colleagues across the industrials team. The ability to communicate (both verbally and in writing) and contribute to an open investment dialogue is required. 
• Growth mindset – The flexibility and openness to continue learning, evolving, and growing as a Research Associate is important.  The RA will have a global perspective and creative approach for analyzing investment opportunities in industrials equities. 

QUALIFICATIONS  

Additional qualifications and characteristics include: 

• A minimum of 5 years of previous investment experience, ideally within a Long/Short (L/S) framework. Equally strong applicants with related experience in the broader financial services space will also be considered.  
• An understanding of risk and risk-based tools beneficial;  
• Experience covering the industrials sector in sell-side equity research, investment banking, private equity, or buy-side roles.  
• Financial modeling ability;  
• Aptitude for building investment science skill set through interest in the intersection of science and investing;   
• Strong data and technology skills, including experience using platforms and tools to screen, rank, and manage large stock universes.  
• Sound judgment, strong work ethic and highest personal and professional integrity;  
• Demonstrated analytical ability;  
• Ability to work independently and make decisions in the face of uncertainty;  
• Ability to organize, manage, and prioritize time well;  
• Strict attention to detail;   
• Effective communications skills, both written and verbal; and  
• Superior academic credentials and track record, an undergraduate degree is required; progress with CFA/CAIA levels is additive.  

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 race, 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 [email protected].

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: