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Wellington Management · 2 months ago

Equity Research Analyst, Value, Consumer

Radnor, PA, United States

Full-time

Hybrid

Senior Level

$100K/yr - $225K/yr

5+ years exp

Wellington Management offers comprehensive investment management capabilities, and they are seeking an Equity Research Analyst to join their Value Equity Income Portfolio Management team. This role focuses on alpha generation through intensive fundamental research in consumer companies, contributing to investment strategies for large cap value and equity income portfolios.

AdviceAsset ManagementFinanceFinancial ServicesInsurance

H1B Sponsor Likely

Responsibilities

The Analyst will have a focus on alpha generation and expertise in consumer companies

They will employ intensive, bottom-up fundamental research to drive the investment process which will help form differentiated views and allow the Analyst to communicate their findings to the Value portfolio manager

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 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

Value investing acumenFundamental researchConsumer sector expertiseIntegrationIntellectual curiosityCollaboration skillsCommunication skillsGrowth mindsetAttention to detailWork ethic

Required

A minimum of 5-10+ years of relevant experience with demonstrated success as an investment analyst

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

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

Preferred

Sector expertise in consumer preferred; generalist coverage will be considered

Strong academic credentials, MBA and/or CFA/CAIA 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)