Equity Research Analyst, Small Cap Opportunities

About the role

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 Opportunities (SCO) Portfolio Management team. This team manages over $12 billion in small and SMID cap opportunistic strategies. This Analyst will have a focus on alpha generation and expertise in healthcare and/or technology companies, or function in a generalist capacity. ESSENTIAL SKILLS The following essential skills are required for the role: - OPPORTUNISTIC/GROWTH INVESTING ACUMEN AND PASSION - The Analyst will have experience and passion investing in small cap stocks with a Growth to GARP style. They must exhibit a fundamental, research-oriented, bottom-up approach, with the ability to incorporate top-down perspectives such as sector and macro views. 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 and effectively communicate their findings to the portfolio manager and team. - 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 experience with small cap equity research and/or portfolio management - Sector expertise in healthcare and/or technology preferred; generalist coverage will also be considered. - Strong bottom-up fundamental approach to research Other Qualifications (continued): - A strong track record of making successful investment recommendations and generating alpha - 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, Small Cap Opportunities will be based in Wellington's Global Headquarters in Boston, MA. 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 r ace, 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 GMWTalentOperations@wellington.com . 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 100,000 - 225,000 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. Th