Sustainable Equity Research Analyst — ESG Focus

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 is seeking an Equity Research Analyst to join its investment team. The analyst will conduct fundamental equity research, model companies, and contribute to the Approved List used by Portfolio Managers.

Ideal candidates have strong financial modeling and valuation skills, experience in sustainability integration, and may hold CFA or MBA; the role requires in-office collaboration two to three days per week.

Qualifications

• Demonstrated experience conducting fundamental equity research.
• Preferred sector expertise in Information Technology, Financials, Real Estate, or Communication Services; other sectors considered.

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.
• 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 with company management teams and external research contacts as appropriate.

Skills

Equity research

Financial modeling

Valuation

Sustainability analysis

Written & verbal comms

Education

CFA designation and/or MBA

Tools

Bloomberg

FactSet

MSCI

Job description

Trillium Asset Management LLC in Boston is seeking an Equity Research Analyst to join its investment team. The analyst will conduct fundamental equity research, model companies, and contribute to the Approved List used by Portfolio Managers.

Ideal candidates have strong financial modeling and valuation skills, experience in sustainability integration, and may hold CFA or MBA; the role requires in-office collaboration two to three days per week.