Equity Research Analyst

Perform intensive fundamental equity analysis focusing on large-cap global stocks within designated sectors, producing issuer-specific research and investment recommendations that enhance client portfolio performance. Formulate and effectively communicate directly with portfolio managers, traders, and product managers to enhance implementation and execution of investment ideas on global equity. Partner with the Portfolio Managers on the team to provide alpha generating investment ideas and contribute broadly to the portfolio management process. Responsibilities include-:
- Develop independent, high-conviction investment ideas that generate alpha for client portfolios.
- Gain deep understanding of companies within assigned industries, including their competitive, operational, financial, and regulatory dynamics.
- Identify and interpret themes, trends, and anomalies across the broader coverage area.
- Conduct differentiated fundamental analysis to identify mispricing or valuation discrepancies.
- Present analytical findings, methodologies, and recommendations to both technical and non-technical audiences.
- Partner with Portfolio Managers to contribute broadly to the portfolio management process.
- Interact regularly with equity analysts in the Global Industry Research Group to share insights and coordinate coverage.
- Build, maintain, and automate financial models, reports, and analytical frameworks.
- Ensure integrity and accuracy of data, analyses, and comparative tools.
- Conduct quantitative and qualitative research in response to client or prospect inquiries.
- Enhance inputs into the portfolio management process through rigorous analysis.

Position is fixed location based in Boston office; however, telecommuting may be allowed 1 day per week. 20% international travel to companies around the world to conduct primary research, attend conferences, and meet with current and prospective clients.

Job Requirements:

Requires a Master's degree in Economics, Statistics, Mathematics, Business Administration, or a directly related quantitative field plus three (3) years of experience in financial modeling or investment analysis.

Must have at least two (2) years of experience in each of the following (experience may be gained concurrently):
- Modeling financial markets to analyze investment opportunities and securities across the capital structure.
- Conducting relative value analysis, liquidity analysis, and risk of default analysis.
- Presenting analytical findings, methodology, and business recommendations to both technical and non-technical audiences.
- Applying econometric modeling and statistical techniques, including panel data analysis and data mining.
- Working with financial markets landscape, equity landscape, or global large-cap equity landscape.
- Programming in modern languages such as Python or VBA.
- Utilizing financial tools such as Bloomberg or Yield Book.

Must have at least one (1) year of experience in each of the following (experience may be gained concurrently):

- Conducting direct research in capital markets, market microstructure, liquidity and transaction costs, or behavioral analysis.

Will accept Bachelor's degree plus five (5) years of experience in financial modeling or investment analysis in lieu of Masters Degree plus three (3) years of experience