Polen Capital · 21 hours ago
Research Analyst
Waltham, Massachusetts, United States
Full-time
Onsite
Mid Level
$175K/yr - $300K/yr
3+ years expPolen Capital is a global investment management firm advising approximately $38 billion in assets. They are seeking a Research Analyst to identify, analyze, and maintain positions in credit portfolios, providing research and buy/sell recommendations to Portfolio Managers.
FinanceConsultingFinancial Services
No H1B
U.S. Citizen Only
Responsibilities
Provide industry coverage across all Polen Credit strategies and portfolios. This involves in-depth research of relevant industries and companies through analysis of available public and private information and providing buy/sell recommendations to Portfolio Managers
Thoroughly research and analyze financial, legal and ESG aspects of every investment under coverage
Develop and maintain a far-reaching network of contacts in the industry and the broader financial community to enhance idea generation and research
Collaborate with Polen’s distribution and marketing efforts to maintain and grow assets under management. This will require work on information requests as well as giving presentations to clients and prospects
Qualification
Required
Bachelor's Degree
3+ years of experience in credit investing, particularly buy-side high-yield and leveraged loans
In-depth experience in financial statement analysis, modeling, and valuation
Purpose-Driven: Starts with Why – in service of our communities, our clients, and each other
Accountable: Operates with autonomy and drives towards results
Emotionally Intelligent: Demonstrates self-awareness and interpersonal skills
Grit: Persists in the face of adversity
Lifelong Learner: Employs a growth mindset and strives to become more
Benefits
Competitive health benefits
Paid parental leave
Annual individual learning budgets
Company
Polen Capital
Polen Capital is an investment management company that provides growth equity boutique services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Stanley Moss
CEO
Andrew Cupps
Portfolio Manager & Analyst
Recent News
Institutional Investor
2025-09-25
2025-09-16
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