Equity Research Analyst – Small & Mid Cap

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

Benefits offered by this job

Health and dental care coverage

Employer-matched 401k

Tuition reimbursement

Parental leave

Work-life balance in hybrid env

Job summary

GW&K Investment Management in Boston seeks an Equity Research Analyst to serve as a sector specialist in Industrials, with Materials experience considered a plus. The role is hybrid: four days in the office and one day remote.

You will conduct fundamental analysis, build financial models, assess management quality, and present ideas to portfolio managers and the Investment Committee. MBA and/or CFA required with 7+ years buy-side equity experience focused on US small/mid-cap names.

Qualifications

• MBA and/or CFA charter required.
• 7+ years buy-side equity analysis with focus on US small and mid-cap; Industrials required; Materials preferred.
• Experience presenting equity process and results to clients, prospects, and consultants.
• Strong integrity, research rigor, and independent work capability.
• Excellent written and oral communication, and advanced Excel/BI skills.

Responsibilities

• Conduct comprehensive fundamental analysis of industries, companies, and sectors; assess competitive dynamics and drivers.
• Perform in-depth financial statement analysis and valuation.
• Evaluate management quality and alignment with long-term value creation.
• Identify and present buy/sell ideas to portfolio managers and the equity team.
• Communicate rationale for portfolio decisions to clients, consultants, and traders.
• Collaborate with the equity team to cover additional areas and products.

Skills

Equity analysis

Financial modeling

Industry analysis

Communication

Education

MBA and/or CFA charter

Tools

Excel

FactSet

Bloomberg

AI tools

Job description

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.

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 USDAbout 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.