Wellington Management · 2 months ago
Equity Research Analyst, Small Cap Opportunities
Boston, MA
Full-time
Hybrid
Senior Level, Lead/Staff
$100K/yr - $225K/yr
10+ years expWellington Management offers comprehensive investment management capabilities and is currently seeking an Equity Research Analyst to join their Small Cap Opportunities Portfolio Management team. The role focuses on alpha generation with an emphasis on healthcare and technology companies, requiring a strong analytical approach and collaboration within a team.
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Responsibilities
Focus on alpha generation and expertise in healthcare and/or technology companies, or function in a generalist capacity
Exhibit a fundamental, research-oriented, bottom-up approach, with the ability to incorporate top-down perspectives such as sector and macro views
Communicate findings to the portfolio manager and team
Build strong trusting relationships internally with colleagues and externally with company management teams
Communicate action-oriented opinions clearly and with conviction and contribute to an open investment dialogue
Qualification
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
OPPORTUNISTIC/GROWTH INVESTING ACUMEN AND PASSION – 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
SUPERIOR COLLABORATION AND INFLUENCING SKILLS – 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
GROWTH MINDSET – The flexibility and openness to continue learning, evolving and growing as an investor is required
Preferred
Sector expertise in healthcare and/or technology preferred; generalist coverage will also be considered
Strong academic credentials, MBA/CFA preferred
Benefits
Discretionary Corporate Bonus
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
Wellington Management focuses on investment management by applying its resources to meet the needs of the institutional clients it serves.
1001-5000 employees
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)
Funding
Current Stage
Late StageLeadership Team
Jean Hynes
CEO, Managing Partner, and Portfolio Manager
Jackson Cummings
Head of Wellington Access Ventures (WAV)
Recent News
2026-01-24
2026-01-21
2026-01-19
Company data provided by crunchbase