Equity Research Analyst

Trillium Asset Management LLC; Boston (MA); On-site; USD 170,000 - 200,000; Full time

Benefits offered by this job

401(k)

Profit sharing

Group life insurance

Long-term disability

Health insurance

Dental insurance

Vision insurance

Paid time off

Bonus program

Job summary

Trillium Asset Management LLC in Boston is seeking an Equity Research Analyst to join its investment team. The analyst will conduct fundamental equity research, model companies, and contribute to the Approved List used by Portfolio Managers.

Ideal candidates have strong financial modeling and valuation skills, experience in sustainability integration, and may hold CFA or MBA; the role requires in-office collaboration two to three days per week.

Qualifications

• Demonstrated experience conducting fundamental equity research.
• Preferred sector expertise in Information Technology, Financials, Real Estate, or Communication Services; other sectors considered.

Responsibilities

• Conduct fundamental equity research on companies and sectors, integrating financial analysis and sustainability considerations into investment conclusions.
• Cover two to three sectors based on experience and team needs.
• Develop company and sector research, financial models, valuation analysis, risk assessments, and investment recommendations.
• Contribute to Trillium’s Approved List and support ongoing review of existing holdings and prospective investments.
• Collaborate with Portfolio Managers, Research Analysts, ESG research specialists, advocacy colleagues, and other internal partners.
• Present research conclusions clearly in written reports, investment discussions, and internal presentations.
• Engage with company management teams and external research contacts as appropriate.

Skills

Equity research

Financial modeling

Valuation

Sustainability analysis

Written & verbal comms

Education

CFA designation and/or MBA

Tools

Bloomberg

FactSet

MSCI

Job description

Trillium Asset Management, LCC (Trillium) is an investment management firm with $4.93 billion in assets under advisement as of March 31, 2026. Trillium offers investment strategies and services that advance humankind towards a global sustainable economy, a just society, and a better world. For over four decades the firm has been at the forefront of sustainable and responsible investing. Trillium uses a holistic, fully integrated investment process to uncover compelling long-term investment opportunities. Devoted to values aligned and ESG integrated investing, Trillium combines impactful investment solutions with active ownership. The firm delivers equity, fixed income, and alternative investments to intermediaries, high net worth individuals, institutions and other charitable and non-profit organizations with the goal of providing a positive impact while meeting the financial needs of our clients.

Job Summary:

Trillium is seeking an Equity Research Analyst to join its investment team in Boston. This role will support Trillium’s central research function by conducting high-quality company and sector research, identifying attractive long-term investment opportunities, and contributing to the Approved List used by Portfolio Managers across strategies. The analyst will cover two to three sectors based on experience and team needs, with preferred expertise in Information Technology, Financials, Real Estate, or Communication Services. The successful candidate will bring strong fundamental research, financial modeling, valuation, and communication skills, along with the ability to integrate sustainability considerations into investment analysis. This is a Boston-based role with an expectation that employees work in the office two to three days per week.

Duties and Responsibilities:

• Conduct fundamental equity research on companies and sectors, integrating financial analysis and sustainability considerations into investment conclusions.
• Cover two to three sectors based on experience and team needs, with preferred coverage in Information Technology, Financials, Real Estate, or Communication Services.
• Develop company and sector research, financial models, valuation analysis, risk assessments, and investment recommendations.
• Contribute to Trillium’s Approved List and support ongoing review of existing holdings and prospective investments.
• Collaborate with Portfolio Managers, Research Analysts, ESG research specialists, advocacy colleagues, and other internal partners.
• Present research conclusions clearly in written reports, investment discussions, and internal presentations.
• Engage professionally with company management teams, independent research providers, and other external research contacts as appropriate.

Qualifications:

• Demonstrated experience conducting fundamental equity research, including company analysis, sector research, financial modeling, valuation, and investment thesis development.
• Preferred sector expertise in Information Technology, Communication Services, Financials, or Real Estate; experience in other sectors will also be considered.
• Strong analytical skills, sound investment judgment, and the ability to evaluate companies through both financial and sustainability lenses.
• Clear written and verbal communication skills, with the ability to present well-supported conclusions to investment colleagues.
• Alignment with Trillium’s mission, values, responsible investing philosophy, and long-term investment discipline.
• Intellectual curiosity, attention to detail, strong prioritization skills, and a collaborative approach to working across teams.
• Experience with Microsoft Office, Bloomberg, FactSet, MSCI, or similar research and data platforms.
• CFA designation and/or MBA preferred.

Compensation:

The expected base salary range for this position is $170,000 to $200,000, with eligibility for a performance-based bonus. Trillium Asset Management LLC offers a comprehensive benefits package, including 401(k), profit sharing, group life insurance, long-term disability coverage, health, dental and vision insurance, paid time off, and a performance-based bonus program.

Trillium provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.