Equity Research Analyst – Small & Mid Cap

Summary:

The Equity Research Analyst will function as a sector specialist conducting research within the Industrials sector. Experience in the Materials sector is a plus.

Responsibilities:

• Conduct comprehensive fundamental analysis of various companies, industries, and sectors including:
• Analyze industry dynamics and sources of competitive advantage
• Perform in-depth financial statement analysis
• Determine and follow key industry and company drivers
• Evaluate quality of company management and their alignment with our focus on long term value creation for all stakeholders
• Compare stock valuation to a company's long term sustainable growth rate, earnings power, and intrinsic value of the underlying business.
• Identify and present buy/sell investment opportunities, ideas, and opinions to portfolio managers and equity team
• Communicate rationale for portfolio decisions to clients, consultants, traders, and the firm’s Investment Committee
• Work collaboratively with equity team to complete work outside of core coverage area and product
• Communicate investment philosophy and process to prospective clients and consultants

Qualifications:

• MBA and/or CFA charter required.
• 7+ years of buy-side experience performing equity analysis with a focus on US small and mid-cap research. Demonstrated experience with Industrials required and Materials preferred.
• Prior experience and preference for working within a deliberate, low turnover investment process.
• Experience and willingness to present an equity process and performance results to clients, prospects, and investment consultants at varying levels of financial sophistication.
• Acts with the highest level of integrity and consistently puts clients’ interests first.
• Strong analytical and organizational skills.
• Excellent written and oral communication skills.
• Must be a self-starter and able to work independently.
• Strong computer skills using Excel, FactSet and Bloomberg; proficiency with AI tools.

 

This role is based in our Boston office on a hybrid schedule - 4 days per week in-office, 1 day per week remote. 

The actual base salary is dependent on several variables including but not limited to education, experience, skills, and geography. In addition, GW&K employees may be eligible for a discretionary bonus and/or commission, which is based on a number of factors, including individual and firm performance.

Base Salary Range

$200,000-$250,000 USD

 

About GW&K

GW&K is a growing and dynamic investment management firm that is always looking for talented, hard-working, team-oriented individuals. We are interested in people that fit GW&K’s unique and highly collaborative culture.

The people who work at GW&K are the backbone of our firm. Everything we do from our mission to help our clients achieve their investment objectives, to building and sustaining a diverse, equitable, and inclusive culture is achieved because of the dedicated, talented, collaborative people who work here.

GW&K provides comprehensive benefits that are designed to meet the long-term needs of our employees and their families. Along with competitive compensation packages, we offer health and dental care coverage, employer-matched 401k, tuition reimbursement, parental leave and a variety of other benefits that support a healthy work/life balance in a hybrid environment.