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 POSITION
We are currently seeking to recruit an Equity Research Analyst (Analyst) to join our established SMID/MID Opportunistic Value (OppValue) Portfolio Management team. This team manages approximately $3.5 billion in value strategies across US SMID/Mid cap opportunity sets. The team selects stocks bottom-up, across the small and mid cap spectrum, without regard to benchmark, based on intensive fundamental research and access to corporate decision makers. This Analyst will have a focus on alpha generation and expertise in cyclical companies, particularly industrials and materials, or function in a generalist capacity. 

ESSENTIAL SKILLS
The following essential skills are required for the role:
•    Value investing acumen and passion – The Analyst will have experience and passion investing in small and mid cap stocks with a value-oriented style.  They will employ intensive, bottom-up fundamental research to drive the investment process which will help form differentiated views and allow the analyst to communicate their findings to the OppValue portfolio manager. They must exhibit a fundamental, research oriented, bottom-up approach, with the ability to incorporate top-down perspectives such as sector and macro views.  Furthermore, the investor will be able to consider those ideas through a highly analytical and detailed approach within the context of overall portfolio philosophy and process.
•    Superior collaboration and influencing skills – The successful candidate will enjoy being an individual contributor within a highly collaborative team. They will build strong trusting relationships internally with colleagues and externally with company management teams. The ability to take risk and challenge investment views is critical, as is the humility to admit mistakes and a desire to learn from others; they must recognize the benefits of diverse perspectives.  The ability to communicate (both verbally and in writing) action-oriented opinions clearly and with conviction and contribute to an open investment dialogue is important.
•    Growth mindset – The flexibility and openness to continue learning, evolving and growing as an investor is required.  

OTHER QUALIFICATIONS
A successful candidate should have the following qualifications:
•    A minimum of 10+ years of relevant experience with demonstrated success as an investment analyst
•    Sector expertise in cyclicals (industrials and materials) preferred; generalist coverage and specialization in other sectors will be considered.
•    Strong bottom-up fundamental approach to research
•    Philosophical alignment with the team’s approach

Other Qualifications (continued):

•    A strong track record of making successful investment recommendations and generating alpha
•    Proven ability to incorporate ESG into their research methodology /philosophy & process
•    Intellectual curiosity and comfort taking risks
•    Self-awareness and self-confidence to be comfortable “being wrong”
•    Strong work ethic and attention to detail
•    Strong interpersonal and communication skills and experience in a collaborative, team-based, results-oriented environment
•    Strong academic credentials, MBA/CFA preferred.

LOCATION
The Equity Research Analyst, SMID/Mid Opportunistic Value will be based in Wellington’s Radnor, PA, Boston, MA, or New York, NY office. 

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, pregnan