Wellington Management Company
Equity Research Analyst, Climate
Wellington Management Company, Boston, Massachusetts, us, 02298
Equity Research Analyst, ClimateLocation:
London, United Kingdom / Boston, MA, United States
Time Type:
Full time
Posted On:
17 Days Ago
End Date to Apply:
December 1, 2024
About UsWellington 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.
About the RolePOSITION
We are seeking to recruit an Equity Research Analyst to join one of our established Equity Portfolio Management teams, within our Sustainability Group. The Climate Strategy team manages a Climate mandate in excess of $1bn in AUM, with a focus on investing in companies that are engaged in climate risk and mitigation or adaptation. Located in either London or Boston, this Analyst will focus on analyzing global stocks across geographies and industries.
ResponsibilitiesKey responsibilities will include, but are not limited to:
Generate successful long-term investment ideas and provide constant monitoring of positions.
Conduct proprietary research based on data gathered from company filings, company management meetings, and independent research sources to build conviction.
Cover multiple industries and analyze stocks across the style spectrum (growth to value), maintaining oversight of existing holdings and recommending new securities.
Build multi-year financial models to determine appropriate valuations under various scenarios.
Manage daily risk dashboard with updated portfolio risk metrics based on position changes and trades.
Work closely with a small tight-knit team, sharing ideas and offering feedback while also leveraging broader resources across Wellington’s Investment Platform.
Apply commercial acumen, including the ability to represent the portfolio with clients and prospects.
Essential SkillsThe following essential skills are required for the role:
Investment acumen, passion and flexibility:
The Analyst will have a passion for climate investing and understanding of the global equity markets.
Strong collaboration and influencing skills:
The successful candidate will be energized by being an individual contributor within a tight-knit, collaborative team.
Growth mindset:
The flexibility and openness to continue learning, evolving and growing as an investor.
Other Qualifications
A minimum of 10 years of relevant experience as an Equity Analyst, ideally including experience working on Climate-oriented portfolios.
Deep understanding of key alpha drivers and concepts across climate risk, mitigation and adaptation.
Strong bottom-up, fundamental approach to research.
Strong work ethic and attention to detail.
Strong interpersonal skills and experience in a collaborative, results-oriented environment.
Strong academic credentials, ideally including a postgraduate or professional qualification (e.g., MBA or CFA / CAIA).
Please note that we are only able to respond to successful applicants.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. The base salary range for this position is: USD 100,000 - 225,000. This range takes into account various factors considered when making compensation decisions.
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.
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London, United Kingdom / Boston, MA, United States
Time Type:
Full time
Posted On:
17 Days Ago
End Date to Apply:
December 1, 2024
About UsWellington 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.
About the RolePOSITION
We are seeking to recruit an Equity Research Analyst to join one of our established Equity Portfolio Management teams, within our Sustainability Group. The Climate Strategy team manages a Climate mandate in excess of $1bn in AUM, with a focus on investing in companies that are engaged in climate risk and mitigation or adaptation. Located in either London or Boston, this Analyst will focus on analyzing global stocks across geographies and industries.
ResponsibilitiesKey responsibilities will include, but are not limited to:
Generate successful long-term investment ideas and provide constant monitoring of positions.
Conduct proprietary research based on data gathered from company filings, company management meetings, and independent research sources to build conviction.
Cover multiple industries and analyze stocks across the style spectrum (growth to value), maintaining oversight of existing holdings and recommending new securities.
Build multi-year financial models to determine appropriate valuations under various scenarios.
Manage daily risk dashboard with updated portfolio risk metrics based on position changes and trades.
Work closely with a small tight-knit team, sharing ideas and offering feedback while also leveraging broader resources across Wellington’s Investment Platform.
Apply commercial acumen, including the ability to represent the portfolio with clients and prospects.
Essential SkillsThe following essential skills are required for the role:
Investment acumen, passion and flexibility:
The Analyst will have a passion for climate investing and understanding of the global equity markets.
Strong collaboration and influencing skills:
The successful candidate will be energized by being an individual contributor within a tight-knit, collaborative team.
Growth mindset:
The flexibility and openness to continue learning, evolving and growing as an investor.
Other Qualifications
A minimum of 10 years of relevant experience as an Equity Analyst, ideally including experience working on Climate-oriented portfolios.
Deep understanding of key alpha drivers and concepts across climate risk, mitigation and adaptation.
Strong bottom-up, fundamental approach to research.
Strong work ethic and attention to detail.
Strong interpersonal skills and experience in a collaborative, results-oriented environment.
Strong academic credentials, ideally including a postgraduate or professional qualification (e.g., MBA or CFA / CAIA).
Please note that we are only able to respond to successful applicants.
At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. The base salary range for this position is: USD 100,000 - 225,000. This range takes into account various factors considered when making compensation decisions.
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.
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