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Wellington Management · 2 months ago

Equity Research Analyst, Small Cap Opportunities

Radnor, PA, United States

Full-time

Hybrid

Senior Level, Lead/Staff

$100K/yr - $225K/yr

10+ years exp

Wellington Management is a global investment management firm offering comprehensive capabilities across capital markets. They are seeking an Equity Research Analyst to join their Small Cap Opportunities Portfolio Management team, focusing on alpha generation and expertise in healthcare and/or technology companies.

AdviceAsset ManagementFinanceFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

The Analyst will have a focus on alpha generation and expertise in healthcare and/or technology companies, or function in a generalist capacity

The Analyst will have experience and passion investing in small cap stocks with a Growth to GARP style

They must exhibit a fundamental, research-oriented, bottom-up approach, with the ability to incorporate top-down perspectives such as sector and macro views

The investor will be able to consider those ideas through a highly analytical and detailed approach within the context of overall portfolio philosophy and process and effectively communicate their findings to the portfolio manager and team

The successful candidate will enjoy being an individual contributor within a highly collaborative team

They will build strong trusting relationships internally with colleagues and externally with company management teams

The ability to take risk and challenge investment views is critical, as is the humility to admit mistakes and a desire to learn from others; they must recognize the benefits of diverse perspectives

The ability to communicate (both verbally and in writing) action-oriented opinions clearly and with conviction and contribute to an open investment dialogue is important

Qualification

Small cap equity researchHealthcare expertiseTechnology expertiseGrowth investing acumenPortfolio managementIntellectual curiosityCollaboration skillsCommunication skillsAttention to detailGrowth mindsetWork ethic

Required

A minimum of 10+ years of experience with small cap equity research and/or portfolio management

Strong bottom-up fundamental approach to research

A strong track record of making successful investment recommendations and generating alpha

Intellectual curiosity and comfort taking risks

Self-awareness and self-confidence to be comfortable 'being wrong'

Strong work ethic and attention to detail

Strong interpersonal and communication skills and experience in a collaborative, team-based, results-oriented environment

Strong academic credentials

Preferred

Sector expertise in healthcare and/or technology preferred; generalist coverage will also be considered

MBA/CFA preferred

Benefits

Discretionary Corporate Bonus and/ or Incentives

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

Back-up childcare

Tuition/CFA reimbursement

Paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

Company

Wellington Management

Glassdoor4.1

Wellington Management focuses on investment management by applying its resources to meet the needs of the institutional clients it serves.

Founded in 1933

Boston, Massachusetts, USA

1001-5000 employees

http://wellington.com

H1B Sponsorship

Wellington Management has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (79)

2024 (52)

2023 (62)

2022 (91)

2021 (82)

2020 (62)