Equity Research Analyst, Small and Micro-Cap

Vista previa generada por IA

Mid-level Equity Research Analyst focused on U.S. Small & Micro-cap strategies in Boston, using AI/LLMs for innovative research.

Opportunities for advanced financial modeling, AI-driven insights, and portfolio monitoring within a collaborative investment team.

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

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

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 firm’s 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

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 Wellington’s Global Headquarters in Boston, MA.

Not sure you meet 100% of our qualifications?

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 90,000 - 180,000

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 an d paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.