Wellington Management · 2 months ago
Equity Research Analyst, Value, Healthcare
Radnor, PA, United States
Full-time
Hybrid
Senior Level
$100K/yr - $225K/yr
5+ years expWellington Management is a leading investment management firm that offers comprehensive capabilities across global capital markets. They are seeking an Equity Research Analyst to join their Value Equity Income Portfolio Management team, focusing on alpha generation and conducting intensive fundamental research in the healthcare sector.
AdviceAsset ManagementFinanceFinancial ServicesInsurance
Responsibilities
Employ intensive, bottom-up fundamental research to drive the investment process
Communicate findings to the Value portfolio manager
Build strong, trusting relationships internally with colleagues and externally with company management teams
Contribute to an open investment dialogue and challenge investment views
Incorporate ESG into research methodology
Qualification
Required
A minimum of 5-10+ years of relevant experience with demonstrated success as an investment analyst
Sector expertise in healthcare preferred; generalist coverage will be considered
Strong bottom-up fundamental approach to research
Philosophical alignment with the team's approach
A strong track record of making successful investment recommendations and generating alpha
Proven ability to incorporate ESG into their research methodology /philosophy & process
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, MBA and/or CFA/CAIA preferred
VALUE INVESTING ACUMEN AND PASSION – The Analyst will have experience and passion investing in large and mid-cap stocks with a value-oriented style
SUPERIOR COLLABORATION AND INFLUENCING SKILLS – The successful candidate will enjoy being an individual contributor within a highly collaborative team
GROWTH MINDSET – The flexibility and openness to continue learning, evolving and growing as an investor is required
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
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