Senior Industrials Analyst (Long-Biased Single-Manager HF)

Selby Jennings; Boston (MA); On-site; USD 120,000 - 210,000; Full time

Benefits offered by this job

Bonus potential

Long-term incentive

Job summary

Selby Jennings is seeking a Senior Analyst in Boston to join a lean, high-impact investment team pursuing long-biased equity opportunities. You will lead independent research to generate high-conviction ideas and contribute to portfolio construction through rigorous bottom-up analysis.

The ideal candidate brings 6-12 years of investing or equity research experience, with a proven ability to develop differentiated theories and strong modeling, valuation, and communication skills.

Qualifications

• 6-12 years of investing or equity research experience.
• Ability to independently generate actionable investment ideas.
• Strong history of primary research that creates an informational edge.
• Proven capability to uncover asymmetric opportunities with variant perceptions.
• Excellent financial modeling, accounting, and valuation skills.
• Strong communication skills to influence investment decisions.
• Thrives in a high-accountability, entrepreneurial environment.

Responsibilities

• Generate high-conviction long investment ideas through deep fundamental analysis and independent research.
• Develop differentiated investment theses supported by proprietary diligence, primary research, channel checks, expert interviews, and alternative data sources.
• Build and maintain detailed financial models, valuation frameworks, and industry analyses.
• Conduct extensive company, industry, and competitive landscape research across Industrials, Transportation, Business Services, Infrastructure, and Energy.
• Present investment recommendations and actively participate in portfolio discussions.
• Monitor portfolio holdings and reassess risk/reward dynamics.
• Identify opportunities where market expectations diverge from fundamental reality.

Skills

Equity research

Financial modeling

Valuation skills

Primary research

Communication skills

Job description

Senior Analyst | Long-Biased Equity Investing:

A Boston-based, multi-billion dollar investment manager is seeking to add a Senior Analyst to its investment team. The firm employs a concentrated, long-term investment approach focused on identifying high-conviction opportunities where deep fundamental research and differentiated insights can drive outsized returns.

The team invests primarily across areas such as Industrials, Transportation, Business Services, Infrastructure, Energy, and other cyclical sectors, with a particular interest in businesses benefiting from secular growth, operational improvement, market share gains, or underappreciated earnings power. Investments are supported by rigorous bottom-up research, extensive primary diligence, and a long-duration investment horizon.

This is a unique opportunity to work within a lean team where research has a direct impact on portfolio construction and investment decisions. The successful candidate will be expected to operate as a true investor, independently sourcing and developing differentiated ideas while helping drive the firm's overall research agenda.

Responsibilities:

• Generate high-conviction long investment ideas through deep fundamental analysis and independent research.
• Develop differentiated investment theses supported by proprietary diligence, primary research, channel checks, expert interviews, and alternative data sources.
• Build and maintain detailed financial models, valuation frameworks, and industry analyses.
• Conduct extensive company, industry, and competitive landscape research across sectors including Industrials, Transportation, Business Services, Infrastructure, and Energy.
• Present investment recommendations and actively participate in portfolio discussions.
• Monitor portfolio holdings and continuously reassess risk/reward dynamics.
• Identify opportunities where market expectations diverge meaningfully from fundamental reality.

Qualifications:

• 6-12 years of investing or equity research experience from a hedge fund, long-only asset manager, or leading sell-side research platform.
• Demonstrated ability to independently generate actionable investment ideas.
• Strong history of conducting primary research that creates a genuine informational edge.
• Proven capability to uncover asymmetric opportunities supported by variant perception rather than consensus thinking.
• Excellent financial modeling, accounting, and valuation skills.
• Strong communication skills with the ability to influence investment decisions.
• Ability to thrive in a high-accountability, entrepreneurial environment and contribute immediately.

Ideal Background:

The ideal candidate is a fundamentally driven investor who enjoys digging beneath the surface to uncover mispriced opportunities. Successful applicants will have a track record of developing differentiated views through extensive research and proprietary work, rather than relying on management narratives, consensus estimates, or multiple expansion to support an investment case.

This role is best suited for someone looking to operate as a true investor within a concentrated portfolio, where original thinking, intellectual curiosity, and independent judgment are highly valued.

Location: Boston, MA
Title: Senior Analyst
Experience: 6-12 Years
Strategy: Long-Biased Public Equities
Compensation: Highly Competitive Base Salary, Bonus, and Long-Term Incentive Potential