Equity Research Associate - Industrials Sector

Wellington Management Company; Boston (MA); On-site; USD 90,000 - 180,000; Full time

Benefits offered by this job

Comprehensive benefits package

Discretionary Corporate Bonus

Paid time off for various leave types

Job summary

Wellington Management Company is seeking an Equity Research Associate to join their Global Industry Research Industrials Team in Boston. You will support the coverage of diversified Industrials, working closely with a senior Global Industry Analyst. The role requires a minimum of 5 years of investment experience, strong analytical capabilities, and superior financial modeling skills.

This position also offers a comprehensive benefits package, along with a competitive base salary range of USD 90,000 – 180,000, and flexibility for remote work one day per week.

Qualifications

• Minimum of 5 years of previous investment experience, ideally within a Long/Short (L/S) framework.
• Experience covering the industrials sector in sell-side equity research, investment banking, private equity, or buy-side roles.
• Strong data and technology skills, including experience using platforms/tools to screen, rank, and manage large stock universes.

Responsibilities

• Maintain integrity of industry and comparative valuation models.
• Build and maintain company financial models on prospective investments.
• Stay abreast of relevant company and industry materials and communications.

Skills

Financial modeling skills

Analytical capabilities

Collaboration skills

Attention to detail

Strong data and technology skills

Education

Undergraduate degree

Job description

About the Role

We are seeking an Equity Research Associate (RA) to join our Global Industry Research Industrials Team in Boston. In this role, you’ll work closely with a senior Global Industry Analyst to support coverage of diversified Industrials. The ideal candidate is a self‑directed, hard‑working team player with a strong interest in cyclical and industrial sectors and the investment management industry.

Responsibilities

• Maintain the integrity of industry and comparative valuation models
• Perform continuous due diligence on industrials companies spanning the breadth of the sector
• Build and maintain company financial models on prospective investments
• Complete complex analytical projects under tight time constraints
• Stay abreast of relevant company and industry materials and communications
• Work to identify emerging research trends and novel, investable developments
• Maintain risk models for long‑only and long/short portfolios

Essential Skills

• Analytical acumen and passion for markets
  • Superior financial modeling skills
  • Strong analytical capabilities
  • Eager to apply expertise and passion to support Wellington's industrials investing
• Superior collaboration skills
  • Self‑directed, hard‑working team player
  • Contribute to research efforts of Global Industry Analyst
  • Build strong, trusting relationships internally across the industrials team
  • Communicate verbally and in writing, and contribute to an open investment dialogue
• Growth mindset
  • Flexible and open to continue learning, evolving, and growing as a Research Associate
  • Global perspective and creative approach for analyzing investment opportunities in industrials equities

Qualifications

• Minimum of 5 years of previous investment experience, ideally within a Long/Short (L/S) framework
• Strong applicants with experience in broader financial services considered
• Understanding of risk and risk‑based tools beneficial
• Experience covering the industrials sector in sell‑side equity research, investment banking, private equity, or buy‑side roles
• Financial modeling ability
• Aptitude for building investment science skill set through interest in the intersection of science and investing
• Strong data and technology skills, including experience using platforms/tools to screen, rank, and manage large stock universes
• Sound judgment, strong work ethic, and highest personal and professional integrity
• Demonstrated analytical ability
• Ability to work independently and make decisions in the face of uncertainty
• Ability to organize, manage, and prioritize time well
• Strict attention to detail
• Effective written and verbal communication skills
• Superior academic credentials; undergraduate degree required, progress with CFA/CAIA levels additive

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background.

Compensation & Benefits

• Base salary range: USD 90,000 – 180,000
• All employees are eligible to receive salary, variable compensation, and benefits
• Discretionary Corporate Bonus and/or Incentives if eligible
• Comprehensive benefit package: retirement plan, health and wellbeing, dental, vision, pharmacy coverage, health savings account, flexible spending accounts, commuter program, employee assistance program, life and disability insurance, adoption assistance, backup childcare, tuition/CFA reimbursement
• Paid time off: leave of absence, paid holidays, volunteer time, sick and vacation time
• Work schedule: 4 days in office per week with flexibility to work remotely 1 day per week

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [e-mail].