Equity Research Analyst, Climate

3 months ago

Boston, United States Wellington Management Company, LLP Full time
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 COMPANY

Tracing our roots to 1928, Wellington Management Company, LLP is one of the world's largest independent investment management firms. With over US$1 trillion in assets under management as of 30 June 2024, we serve as a trusted adviser to institutional clients and mutual fund sponsors in over 50 countries. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise.

POSITION

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. They will be responsible for in-depth company and industry analysis (with exact coverage to be determined depending on background and experience), and work as a part of a collaborative team.

RESPONSIBILITIES

Key responsibilities will include, but are not limited to, the following:
  • Generate successful long-term, investment ideas and provide constant monitoring of positions. The successful candidate will develop unique research insights to arrive at well supported investment conclusions for inclusion in various strategies;
  • 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 SKILLS

The 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. The ability to identify mispricing and valuation discrepancies across the style spectrum is required, along with strong philosophy, process and risk management discipline. The Analyst must exhibit a fundamental, research oriented, bottom-up approach, and be able to implement ideas through an analytical framework. Prior evidence of successful stock recommendations is essential.

Strong collaboration and influencing skills - the successful candidate will be energized by being an individual contributor within a tight-knit, collaborative team, and will embrace the benefits of overlapping lines of company coverage and idea generation across the firm. The ability to communicate (both verbally and in writing) action-oriented opinions clearly and with conviction, and to 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. The Analyst will have a broad market perspective and flexible investment mindset, allowing them to identify value creation opportunities across industries and geographies.

OTHER QUALIFICATIONS

Additional qualifications and characteristics are likely to include:
  • 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;
  • Self-awareness and self-confidence to be comfortable 'being wrong';
  • Strong work ethic and attention to detail;
  • Demonstrated track record of stock picking success;
  • 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.

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, 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. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington's total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

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