Equity Research Analyst

2 months ago

London, Greater London, United Kingdom Wellington Management Company, LLP Full time
About Us

Wellington Management Company, LLP is a leading global investment management firm that offers a comprehensive range of investment solutions to institutional clients and mutual fund sponsors. With a rich history dating back to 1928, we have established ourselves as a trusted adviser to our clients, providing innovative investment solutions that span nearly all segments of the global capital markets.

About the Role

We are seeking a highly skilled Equity Research Analyst to join our established Equity Portfolio Management team within our Sustainability Group. The Climate Strategy team manages a Climate mandate in excess of $1 billion in assets under management, with a focus on investing in companies that are engaged in climate risk and mitigation or adaptation.

Key Responsibilities
  • Generate successful long-term investment ideas and provide constant monitoring of positions.
  • Conduct proprietary research based on data gathered from company filings, company management meetings, and independent research sources to build conviction.
  • Cover multiple industries and analyze stocks across the style spectrum (growth to value), maintaining oversight of existing holdings and recommending new securities.
  • Build multi-year financial models to determine appropriate valuations under various scenarios.
  • Manage daily risk dashboard with updated portfolio risk metrics based on position changes and trades.
  • Work closely with a small tight-knit team, sharing ideas and offering feedback while also leveraging broader resources across Wellington's Investment Platform.
  • Apply commercial acumen, including the ability to represent the portfolio with clients and prospects.
Essential Skills
  • Investment acumen, passion, and flexibility.
  • Strong collaboration and influencing skills.
  • Growth mindset.
Additional Qualifications
  • A minimum of 10 years of relevant experience as an Equity Analyst, ideally including experience working on Climate-oriented portfolios.
  • Deep understanding of key alpha drivers and concepts across climate risk, mitigation, and adaptation.
  • Strong bottom-up, fundamental approach to research.
  • Self-awareness and self-confidence to be comfortable 'being wrong'.
  • Strong work ethic and attention to detail.
  • Demonstrated track record of stock picking success.
  • Strong interpersonal skills and experience in a collaborative, results-oriented environment.
  • Strong academic credentials, ideally including a postgraduate or professional qualification (e.g. MBA or CFA / CAIA).
Equal Opportunity Employer

We are an equal opportunity employer and welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. We believe that multiple perspectives lead to more informed investment and business decisions.

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