Equity Research Analyst – Small & Mid Cap
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What you'll do
- Conduct comprehensive fundamental analysis of various companies, industries, and sectors including:
- Analyze industry dynamics and sources of competitive advantage
- Perform in-depth financial statement analysis
- Determine and follow key industry and company drivers
- Evaluate quality of company management and their alignment with our focus on long term value creation for all stakeholders
- Compare stock valuation to sustainable long term growth rate and intrinsic value of the underlying business
- Identify and present buy/sell investment opportunities, ideas, and opinions to portfolio managers and equity team
- Communicate rationale for portfolio decisions to clients, consultants, traders, and the firm’s Investment Committee
- Work collaboratively with equity team to complete work outside of core coverage area and product
- Communicate investment philosophy and process to prospective clients and consultants
What they're looking for
- MBA and/or CFA charter required.
- 7+ years of buy-side experience performing equity analysis with a focus on US small and mid-cap research. Demonstrated experience with Industrials required and Materials preferred.
- Prior experience and preference for working within a deliberate, low turnover investment process.
- Experience and willingness to present an equity process and performance results to clients, prospects, and investment consultants at varying levels of financial sophistication.
- Acts with the highest level of integrity and consistently puts clients’ interests first.
- Strong analytical and organizational skills.
- Excellent written and oral communication skills.
- Must be a self-starter and able to work independently.
- Strong computer skills using Excel, FactSet and Bloomberg; proficiency with AI tools.
Nice to have
- Experience in the Materials sector is a plus.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
Summary:
The Equity Research Analyst will function as a sector specialist conducting research within the Industrials sector. Experience in the Materials sector is a plus.
Responsibilities:
- Conduct comprehensive fundamental analysis of various companies, industries, and sectors including:
- Analyze industry dynamics and sources of competitive advantage
- Perform in-depth financial statement analysis
- Determine and follow key industry and company drivers
- Evaluate quality of company management and their alignment with our focus on long term value creation for all stakeholders
- Compare stock valuation to sustainable long term growth rate and intrinsic value of the underlying business
- Identify and present buy/sell investment opportunities, ideas, and opinions to portfolio managers and equity team
- Communicate rationale for portfolio decisions to clients, consultants, traders, and the firm’s Investment Committee
- Work collaboratively with equity team to complete work outside of core coverage area and product
- Communicate investment philosophy and process to prospective clients and consultants
Qualifications:
- MBA and/or CFA charter required.
- 7+ years of buy-side experience performing equity analysis with a focus on US small and mid-cap research. Demonstrated experience with Industrials required and Materials preferred.
- Prior experience and preference for working within a deliberate, low turnover investment process.
- Experience and willingness to present an equity process and performance results to clients, prospects, and investment consultants at varying levels of financial sophistication.
- Acts with the highest level of integrity and consistently puts clients’ interests first.
- Strong analytical and organizational skills.
- Excellent written and oral communication skills.
- Must be a self-starter and able to work independently.
- Strong computer skills using Excel, FactSet and Bloomberg; proficiency with AI tools.
This role is based in our Boston office on a hybrid schedule - 4 days per week in-office, 1 day per week remote.
The actual base salary is dependent on several variables including but not limited to education, experience, skills, and geography. In addition, GW&K employees may be eligible for a discretionary bonus and/or commission, which is based on a number of factors, including individual and firm performance.
Base Salary Range
$200,000-$250,000 USD
About GW&K
GW&K is a growing and dynamic investment management firm that is always looking for talented, hard-working, team-oriented individuals. We are interested in people that fit GW&K’s unique and highly collaborative culture.
The people who work at GW&K are the backbone of our firm. Everything we do from our mission to help our clients achieve their investment objectives, to building and sustaining a diverse, equitable, and inclusive culture is achieved because of the dedicated, talented, collaborative people who work here.
GW&K provides comprehensive benefits that are designed to meet the long-term needs of our employees and their families. Along with competitive compensation packages, we offer health and dental care coverage, employer-matched 401k, tuition reimbursement, parental leave and a variety of other benefits that support a healthy work/life balance in a hybrid environment.
GW&K Investment Management is an equal opportunity employer and provides equal employment opportunities to all associates and applicants for employment without regard to gender, race, color, national origin, ancestry, pregnancy, marital status, religion, age, disability, veteran status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state or local laws.
Company
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