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Wellesley Asset Management, Inc. · 8 hours ago

Research Analyst

United States

Full-time

Remote

Mid, Senior Level

3+ years exp

Wellesley Asset Management, Inc. is an alternative fixed income manager specializing in convertible bonds. They are seeking a Research Analyst to conduct in-depth fundamental research on public companies, generate investment ideas, and collaborate with portfolio managers to support portfolio construction and risk analysis.

Venture Capital

Responsibilities

Conduct in-depth fundamental research on public companies, including financial statement analysis, valuation modeling, and competitive positioning

Generate investment ideas and present findings to the investment team

Monitor portfolio holdings and industry trends, including earnings, news, and macro developments

Meet with company management teams, industry experts, and sell-side analysts

Prepare written research reports and investment memoranda

Collaborate with portfolio managers to support portfolio construction and risk analysis

Qualification

Financial modelingValuation skillsCredit research experienceEquity research experienceCFA designationAnalytical abilitiesIntellectual curiosityCommunication skillsAttention to detail

Required

Bachelor's degree in Finance, Economics, Accounting, or a related field

3-10 years of experience in credit or equity research, asset management, or a related analytical role

Strong financial modeling and valuation skills

Excellent analytical, quantitative, and critical-thinking abilities

Clear written and verbal communication skills

High attention to detail and intellectual curiosity

Preferred

CFA designation or progress toward the CFA is a plus

Benefits

Competitive compensation and benefits

Exposure to long-term, fundamental investment processes

A collaborative, intellectually rigorous work environment

Opportunities for professional growth and mentorship

Company

Wellesley Asset Management, Inc.

Wellesley Asset Management is an investment management company providing asset management services.

Founded in 1991

Wellesley, Massachusetts, USA

11-50 employees

http://wellesleyinvestment.com

Funding

Current Stage

Early Stage

Leadership Team

Darlene Murphy, CPA, CFP®

Owner & Co-founder

Dan Mitchell

Chief Operating Officer

Recent News

Boston Business Journal

Wellesley Asset Management moves its principal office to NH

2023-12-08

Company data provided by crunchbase