Equity Research Analyst, Small Cap Value

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.

THE POSITION
We are currently seeking to recruit an Equity Research Analyst (Analyst) to join our established Small Cap Value Opportunities Portfolio Management team. The team opportunistically invests in US small-cap companies deemed to have an attractive combination of valuation quality and capital returns. This Analyst will focus on alpha generation through differentiated fundamental research and will operate primarily as a generalist across sectors. The successful candidate will join a highly collaborative investment environment and contribute meaningfully to idea generation and security selection.

ESSENTIAL SKILLS
The following essential skills are required for the role:
VALUE INVESTING ACUMEN AND PASSION The Analyst will have passion for investing and experience or interest in investing in small 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 Value portfolio manager. They must exhibit the ability to incorporate top-down perspectives such as sector and macro views. The Analyst will use a disciplined and detailed approach within the context of the overall portfolio philosophy and process.

RESEARCH HORSEPOWER AND ANALYTICAL RIGOR The Analyst will demonstrate exceptional analytical capabilities and intellectual curiosity with the ability to conduct deep high-velocity research at pace. Strong financial analysis skills and a robust fundamental toolkit are essential. The Analyst will exhibit a willingness to dig in to complex problems and develop insights through independent work and critical thinking.

SUPERIOR COLLABORATION AND INFLUENCING SKILLS The Analyst will be expected to be 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.

DRIVE GRIT AND ACHIEVEMENT ORIENTATION A proven track record of high achievement across academic professional and extracurricular pursuits. The Analyst will demonstrate drive resilience and a commitment to excellence in all endeavors.

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:
5 - 8 years of relevant experience with demonstrated success as an investment analyst preferably on the buy-side
Generalist mindset and experience with flexibility to cover multiple sectors; or a sector expert with openness to expanding
Track record of making successful investment recommendations and generating alpha
Exceptional analytical quantitative and financial modeling skills
Intellectual curiosity and comfort taking risks
Self-awareness and self-confidence to be comfortable being wrong
Strong interpersonal and communication skills and experience in a collaborative team-based results-oriented environment
Strong academic credentials MBA and/or CFA/CAIA preferred.

LOCATION
The Equity Research Analyst Small Cap Value will be based in Wellingtons Radnor PA Boston MA or New York NY office.

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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 considers all qualified applicants will receive 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: