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
Wellington Management is seeking to recruit an Equity Research Analyst (Analyst) to join an established equity portfolio management team managing U.S. Small and Micro-cap strategies. This team applies a fundamental bottom-up research approach to identify high-quality innovative companies trading at attractive valuations. The Analyst will focus on identifying compelling investment opportunities across sectors and work as part of a collaborative high-performing team.

In addition to traditional fundamental responsibilities the Analyst will leverage advanced data science and artificial intelligence techniques including large language models (LLMs) to enhance research generation idea sourcing and portfolio insights. The Analyst will partner closely with the Portfolio Management team to generate differentiated alpha-generating ideas while integrating modern AI tools into the research workflow.

RESPONSIBILITIES
Responsibilities for this position will include the following:

Fundamental Research & Investment Responsibilities
Generate long-term investment ideas and provide ongoing monitoring of portfolio positions developing differentiated insights to support investment decisions.
Conduct proprietary bottom-up research drawing on company filings management meetings alternative data and independent research sources.
Build and maintain detailed multi-year financial models and scenario-based valuation frameworks.
Recommend new securities and maintain oversight of existing holdings partnering closely with Portfolio Managers.
Collaborate closely within a small high-conviction team and across the firms global research platform.

AI / LLM-Driven Research & Innovation
Design and implement prompts and tools including the use of large language models to improve research efficiency and insight generation.
Leverage generative AI solutions to synthesize large volumes of structured and unstructured data (e.g. filings transcripts alternative data) into actionable investment insights.
Apply emerging AI techniques pragmatically balancing innovation with robustness scalability and real-world application within an investment process.
Stay at the forefront of technological developments continuously assessing new models tools and techniques for relevance to equity research and portfolio management.

QUALIFICATIONS
The Analyst will have between five and ten years of relevant buy-side experience and will exhibit a passion for equity markets as well as the following experience and qualifications:

Investment & Research Expertise
Demonstrated success investing in U.S. small/SMID and/or micro-cap equities with a generalist multi-sector orientation.
Strong disciplined investment process focused on identifying high-quality businesses with sustainable competitive advantages.
Advanced financial modeling and valuation expertise.
Ability to synthesize complex information and communicate clearly and persuasively in written and oral formats.
Proven ability to operate independently while contributing effectively to a collaborative team environment.

AI / LLM & Technical Capabilities
Cutting-edge knowledge of large language models (LLMs) and modern AI systems.
Experience applying AI NLP or machine learning techniques to real-world problems ideally within an investment or research context.
Ability to translate investment workflows into scalable AI-enabled solutions and tools.

Additional Qualifications
Strong intellectual curiosity and interest in both financial markets and emerging technologies.
Creative problem-solving ability particularly in open-ended and ambiguous environments.
Collaborative mindset with the ability to partner effectively with both technical and non-technical stakeholders.
High ethical standards and professional integrity.
Strong academic credentials; undergraduate degree required MBA or CFA/CAIA preferred.

LOCATION
The Equity Research Analyst Small and Microcap will be based in Wellingtons Global Headquarters in Boston MA.

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.

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 .

At Wellington Management our approach to compensation is designed to help us attract inspire and retain the best talent in our 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: