Equity Research Analyst

Wellington Management

. Focus on alpha generation through differentiated fundamental research .

Posted 5/7/2026full-timeBoston • Massachusetts, New York, Pennsylvania • 🇺🇸 United StatesMid-LevelSenior💰 $90,000 - $180,000 per yearWebsite

About the role

Key responsibilities & impact

Focus on alpha generation through differentiated fundamental research
Operate primarily as a generalist across sectors
Join a highly collaborative investment environment
Contribute meaningfully to idea generation and security selection

Requirements

What you’ll need

5 - 8 years of relevant experience with demonstrated success as an investment analyst, preferably on the buy-side
Generalist mindset and experience, with flexibility to cover multiple sectors; or a sector expert with openness to expanding
Track record of making successful investment recommendations and generating alpha
Exceptional analytical, quantitative and financial modeling skills
Intellectual curiosity and comfort taking risks
Self-awareness and self-confidence to be comfortable “being wrong”
Strong interpersonal and communication skills and experience in a collaborative, team-based, results-oriented environment
Strong academic credentials, MBA and/or CFA/CAIA preferred.

Benefits

Comp & perks

retirement plan
health and wellbeing
dental coverage
vision coverage
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)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment analysisfinancial modelingquantitative analysisalpha generationsecurity selection

Soft Skills

analytical skillsintellectual curiosityrisk-takingself-awarenessself-confidenceinterpersonal skillscommunication skillscollaborationresults-oriented mindset

Certifications

MBACFACAIA