Sustainable Equity Research Analyst — Boston

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 seeks an Equity Research Analyst to conduct high-quality company and sector research, supporting investment decisions and the Approved List used by Portfolio Managers. The role covers two to three sectors with preferred expertise in IT, Financials, Real Estate, or Communications Services, and requires strong modeling, valuation, and sustainability integration.

The successful candidate will present findings clearly, collaborate with cross-functional teams,

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.

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.

Skills

Equity research

Financial modeling

Valuation

Communication skills

Sustainability integration

Cross-functional collaboration

Education

MBA

CFA designation

Tools

Bloomberg

FactSet

MSCI

Excel

Job description

Trillium Asset Management, LLC in Boston seeks an Equity Research Analyst to conduct high-quality company and sector research, supporting investment decisions and the Approved List used by Portfolio Managers. The role covers two to three sectors with preferred expertise in IT, Financials, Real Estate, or Communications Services, and requires strong modeling, valuation, and sustainability integration.

The successful candidate will present findings clearly, collaborate with cross-functional teams,