Equity Research Analyst

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 a company's long term sustainable growth rate, earnings power, 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.