Equity Research Analyst – Small & Mid Cap
🏢 Gwkinvestmentmanagementllc · 📍 Boston, MA 💰 $200,000 - $250,000 / yr
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Position Summary & Responsibilities
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
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