Equity Research Analyst – Small & Mid Cap

The role

The Equity Research Analyst will function as a sector specialist conducting research within the Industrials sector. This role involves conducting fundamental analysis of companies, industries, and sectors.

What you will do

• Conduct comprehensive fundamental analysis of various companies, industries, and sectors
• 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 alignment with long term value creation
• Compare stock valuation to long term sustainable growth rate, earnings power, and intrinsic value
• Identify and present buy/sell investment opportunities to portfolio managers and equity team
• Communicate rationale for portfolio decisions to clients, consultants, traders, and 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

Required 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
• Experience and willingness to present an equity process and performance results to clients, prospects, and investment consultants
• 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

Nice to have

• Experience in the Materials sector
• Prior experience and preference for working within a deliberate, low turnover investment process

Benefits

• Health and dental care coverage
• Employer-matched 401k
• Tuition reimbursement
• Parental leave
• Benefits that support a healthy work/life balance

About the company

GW&K is a growing and dynamic investment management firm. It has a unique and highly collaborative culture.