Equity Research Associate - Industrials Sector
About The Position
We are seeking an Equity Research Associate (RA) to join our Global Industry Research Industrials Team in Boston. In this role, you’ll work closely with a senior Global Industry Analyst to support coverage of diversified Industrials. The ideal candidate is a self‑directed, hard‑working team player with a strong interest in cyclical and industrial sectors and the investment management industry. Responsibilities for this position will include the following: Maintaining the integrity of industry and comparative valuation models; Performing continuous due diligence on industrials companies spanning the breadth of the sector; Building and maintaining company financial models on prospective investments; Completing complex analytical projects under tight time constraints; Staying abreast of relevant company and industry materials and communications; Working to identify emerging research trends and novel and investable developments; Maintain risk models for long-only and long/short portfolios.
Requirements
- A minimum of 3 years of previous investment experience, ideally within a Long/Short (L/S) framework. Equally strong applicants with related experience in the broader financial services space will also be considered.
- An understanding of risk and risk-based tools beneficial
- Experience covering the industrials sector in sell-side equity research, investment banking, private equity, or buy-side roles.
- Financial modeling ability
- Strong data and technology skills, including experience using platforms and tools to screen, rank, and manage large stock universes.
- Sound judgment, strong work ethic and highest personal and professional integrity
- Demonstrated analytical ability
- Ability to work independently and make decisions in the face of uncertainty
- Ability to organize, manage, and prioritize time well
- Strict attention to detail
- Effective communications skills, both written and verbal
- Superior academic credentials and track record, an undergraduate degree is required; progress with CFA/CAIA levels is additive.
Nice To Haves
- Aptitude for building investment science skill set through interest in the intersection of science and investing
Responsibilities
- Maintaining the integrity of industry and comparative valuation models
- Performing continuous due diligence on industrials companies spanning the breadth of the sector
- Building and maintaining company financial models on prospective investments
- Completing complex analytical projects under tight time constraints
- Staying abreast of relevant company and industry materials and communications
- Working to identify emerging research trends and novel and investable developments
- Maintain risk models for long-only and long/short portfolios
Benefits
- retirement plan
- health and wellbeing
- dental
- vision
- pharmacy coverage
- health savings account
- flexible spending accounts and commuter program
- employee assistance program
- life and disability insurance
- adoption assistance
- back-up childcare
- tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
