Equity Research Analyst – Small & Mid Cap

GW&K Investment Management, LLC; Boston (MA); On-site; USD 200,000 - 250,000; Full time

Benefits offered by this job

Health and dental coverage

Employer-matched 401k

Tuition reimbursement

Parental leave

Hybrid work environment

Job summary

GW&K Investment Management in Boston is seeking an Equity Research Analyst focused on Industrials (Materials a plus). The role requires rigorous fundamental research, strong writing and presentation skills, and collaboration with the equity team and clients.

The position is hybrid, with 4 days in the office and 1 day remote. Base salary ranges from $200,000 to $250,000 USD, with potential discretionary bonus and/or commission based on performance.

Qualifications

• MBA and/or CFA charter required.
• 7+ years of buy-side equity analysis focused on US small/mid-cap.
• Experience with Industrials; Materials preferred.

Responsibilities

• Conduct fundamental analysis of companies, industries and sectors.
• Analyze industry dynamics and drivers; perform financial statement analysis.
• Identify buy/sell opportunities and present to portfolio managers.
• Communicate rationale for decisions to clients, consultants and the Investment Committee.
• Collaborate with equity team; support broader coverage and product needs.

Skills

Buy-side equity research experience

Strong analytical skills

Excellent written and oral comms

Education

MBA and/or CFA charter

Tools

Excel

FactSet

Bloomberg

AI tools

Job description

Equity Research Analyst - Small & Mid Cap

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 the following:

• health and dental care coverage
• employer-matched 401k
• tuition reimbursement
• parental leave
• 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.