Wellington Management

Equity Research Associate - Industrials Sector

Wellington Management$90K — $180K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of investment experience, preferably in a Long/Short framework
  • Experience in sell-side equity research, investment banking, private equity, or buy-side roles
  • Strong financial modeling and analytical skills
  • Data and technology proficiency, especially with stock screening tools
  • Excellent communication skills, both verbal and written
  • CFA/CAIA progress is a plus
  • Detail-oriented with strong organizational skills

Responsibilities

  • Maintain industry and valuation models
  • Conduct ongoing due diligence on industrial companies
  • Build and manage financial models for investments
  • Complete analytical projects under tight deadlines
  • Stay updated on company and industry communications
  • Identify emerging research trends and investable opportunities
  • Maintain risk models for long-only and long/short portfolios

Benefits

  • Comprehensive health and wellness coverage including dental and vision
  • Retirement plan options
  • Flexible spending accounts and health savings accounts
  • Paid time off including holidays, vacation, and sick leave
  • Tuition and CFA reimbursement
  • Childcare assistance programs
  • Flexible work environment with in-office and remote work options
Full Job Description

About the Role

THEROLE

We are seeking an Equity Research Associate (RA) to join our Global Industry Research Industrials Team in Boston. In this role, youll work closely with a senior Global Industry Analyst to support coverage ofdiversified Industrials.The ideal candidate is a selfdirected, hardworking team player with a strong interest incyclical andindustrialsectorsand 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 onindustrialscompanies 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 relevantcompany and industry materials and communications;
  • Working to identify emerging research trends and novel and investable developments;
  • Maintain risk models for long-onlyandlong/shortportfolios.

Essential Skills

  • Analytical acumen and passion for markets 6The ideal candidate will havea superiorfinancial modeling skills, strong analytical capabilities, and an eagerness to apply theirexpertiseand passionin support of Wellington'sindustrialsinvesting.
  • Superior collaboration skills The Research Associate will be a self-directed, hard-working team player, who contributes to the research efforts of theindustrialsGlobal IndustryAnalyst. The successful candidate will enjoy contributing to a highly collaborative investment environment and will build strong,trusting relationships internally with colleagues across theindustrialsteam. 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 inindustrialsequities.

QUALIFICATIONS

Additional qualifications and characteristicsinclude:

  • A minimum of5years ofpreviousinvestment 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.

JOB TITLE

Equity Research Associate - Industrials Sector

JOB FAMILY

Investment Management (IM)

LOCATION

Boston

Not sure you meet 100% of our qualifications? Thats 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.

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 salaryis only one component of Wellingtons 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.

About Wellington Management

Wellington Management is a global investment management firm that provides services to institutional clients, including pension funds, endowments, and foundations. The company was founded in 1928 and is headquartered in Boston, Massachusetts. Wellington Management offers a range of investment strategies, including equity, fixed income, and alternative investments. The company has offices in North America, Europe, Asia, and Australia, and manages over $1 trillion in assets. Wellington Management is known for its research-driven approach to investing and its commitment to responsible investing.
Learn more about Wellington Management
Size
2,500 employees
Industry

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