Equity Research Analyst

Boston, Massachusetts (US)
Based upon experience
14 Sep 2020
14 Oct 2020
Industry Sector
Asset Management
Employment Type
Full Time


The Equity Research Analyst will function as a sector specialist, conducting research within Industrials, Materials, and/or Energy sectors.


  • Conduct comprehensive fundamental analysis of various companies, industries, and sectors including:
    • Analyze industry dynamics and sources of competitive advantage
    • Perform in-depth financial statement analysis
    • Determine and follow key industry and company drivers
    • Evaluate quality of company management and their alignment with our focus on long term value creation for all stakeholders
    • Compare stock valuation to sustainable long term growth rate and intrinsic value of the underlying business
  • Identify and present buy/sell investment opportunities, ideas, and opinions to portfolio managers and equity team
  • Communicate rationale for portfolio decisions to clients, consultants, traders, and the firm’s Investment Committee
  • Work collaboratively with equity team to complete work outside of core coverage area and product
  • Communicate investment philosophy and process to prospective clients and consultants


  • MBA/CFA charter required
  • 7+ years of experience on the buy side performing equity analysis; US small and mid cap research experience preferred; experience with Industrials, Materials, and/or Energy sectors.  Experience and preference for working within a deliberate, low turnover investment process
  • Experience and a desire to present an equity process and performance results to clients, prospects, and investment consultants at varying levels of financial sophistication
  • Natural predisposition to conducting themselves at the highest level of integrity, always putting the clients’ interest first
  • Strong analytical and organizational skills
  • Excellent written and oral communication skills
  • Must be a self-starter and able to work independently
  • Excellent computer skills using Excel, Factset and Bloomberg