Summary:The Equity Research Analyst will function as a sector specialist conducting research within the Industrials sector. Experience in the Materials sector is a plus.
Responsibilities:- 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
Qualifications:- MBA and/or CFA charter required.
- 7+ years of buy-side experience performing equity analysis with a focus on US small and mid-cap research. Demonstrated experience with Industrials required and Materials preferred.
- Prior experience and preference for working within a deliberate, low turnover investment process.
- Experience and willingness to present an equity process and performance results to clients, prospects, and investment consultants at varying levels of financial sophistication.
- Acts with the highest level of integrity and consistently puts clients' interests first.
- Strong analytical and organizational skills.
- Excellent written and oral communication skills.
- Must be a self-starter and able to work independently.
- Strong computer skills using Excel, FactSet and Bloomberg; proficiency with AI tools.
This role is based in our Boston office on a hybrid schedule - 4 days per week in-office, 1 day per week remote.
The actual base salary is dependent on several variables including but not limited to education, experience, skills, and geography. In addition, GW&K employees may be eligible for a discretionary bonus and/or commission, which is based on a number of factors, including individual and firm performance.
Base Salary Range
$200,000-$250,000 USD
