Wellington Management
Equity Research Analyst, Value, Consumer
Wellington Management, Radnor, Pennsylvania, United States
About Us
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long‑term view that aligns our perspectives with those of our clients.
About The Role We are currently seeking to recruit an Equity Research Analyst (Analyst) to join our established Value Equity Income Portfolio Management team. This team manages approximately $74 billion in US large‑cap value and equity income strategies. The team selects stocks bottom‑up, across the large and mid‑cap spectrum, without regard to benchmark, based on intensive fundamental research and access to corporate decision makers. This Analyst will have a focus on alpha generation and expertise in consumer companies.
Essential Skills
Value Investing Acumen and Passion
– The Analyst will have experience and passion investing in large and mid‑cap stocks with a value‑oriented style. They will employ intensive, bottom‑up fundamental research to drive the investment process, form differentiated views, and communicate findings to the portfolio manager. They must exhibit a fundamental, research‑oriented, bottom‑up approach, with the ability to incorporate top‑down perspectives such as sector and macro views.
Analytical and Detail Oriented Approach
– Evaluate ideas through a highly analytical and detailed lens within the context of overall portfolio philosophy and process.
Superior Collaboration and Influencing Skills
– Build strong, trusting relationships internally with colleagues and externally with company management teams. Take risk, challenge investment views, admit mistakes, learn from others, and communicate action‑oriented opinions clearly with conviction.
Growth Mindset
– Flexibility and openness to continue learning, evolving, and growing as an investor.
Other Qualifications
Minimum 5–10+ years of relevant investment analysis experience with demonstrated success.
Sector expertise in consumer preferred; generalist coverage considered.
Strong bottom‑up fundamental research approach.
Philosophical alignment with the team’s approach.
Track record of making successful investment recommendations and generating alpha.
Ability to incorporate ESG into research methodology and process.
Intellectual curiosity and comfort taking risks.
Self‑awareness and confidence in being wrong.
Strong work ethic and attention to detail.
Excellent interpersonal and communication skills for a collaborative, results‑oriented environment.
Strong academic credentials; MBA and/or CFA/CAIA preferred.
Location The Equity Research Analyst, Value, Consumer will be based in Wellington’s Radnor, Pennsylvania office.
Benefits At Wellington Management, our approach to compensation is designed to help us attract, inspire, and retain the best talent in the industry. We strive to pay employees fairly and competitively across all levels and roles. All employees are eligible for salary, variable compensation, and benefits. The base salary range for this position is USD 100,000 – 225,000.
Base salary is only one component of our total compensation approach. Other rewards may include a discretionary corporate bonus and/or incentives if eligible.
We offer a comprehensive benefit package, including retirement plan, health and wellbeing, dental, vision, pharmacy coverage, health savings account, flexible spending accounts, commuter program, employee assistance program, life and disability insurance, adoption assistance, backup childcare, tuition/CFA reimbursement, paid time off, and more.
Employees work from our offices 4 days a week with flexibility to work remotely 1 day a week.
Equal Opportunity Employer Wellington Management ensures that all qualified applicants receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information, or any other characteristic protected by applicable law.
If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.
#J-18808-Ljbffr
About The Role We are currently seeking to recruit an Equity Research Analyst (Analyst) to join our established Value Equity Income Portfolio Management team. This team manages approximately $74 billion in US large‑cap value and equity income strategies. The team selects stocks bottom‑up, across the large and mid‑cap spectrum, without regard to benchmark, based on intensive fundamental research and access to corporate decision makers. This Analyst will have a focus on alpha generation and expertise in consumer companies.
Essential Skills
Value Investing Acumen and Passion
– The Analyst will have experience and passion investing in large and mid‑cap stocks with a value‑oriented style. They will employ intensive, bottom‑up fundamental research to drive the investment process, form differentiated views, and communicate findings to the portfolio manager. They must exhibit a fundamental, research‑oriented, bottom‑up approach, with the ability to incorporate top‑down perspectives such as sector and macro views.
Analytical and Detail Oriented Approach
– Evaluate ideas through a highly analytical and detailed lens within the context of overall portfolio philosophy and process.
Superior Collaboration and Influencing Skills
– Build strong, trusting relationships internally with colleagues and externally with company management teams. Take risk, challenge investment views, admit mistakes, learn from others, and communicate action‑oriented opinions clearly with conviction.
Growth Mindset
– Flexibility and openness to continue learning, evolving, and growing as an investor.
Other Qualifications
Minimum 5–10+ years of relevant investment analysis experience with demonstrated success.
Sector expertise in consumer preferred; generalist coverage considered.
Strong bottom‑up fundamental research approach.
Philosophical alignment with the team’s approach.
Track record of making successful investment recommendations and generating alpha.
Ability to incorporate ESG into research methodology and process.
Intellectual curiosity and comfort taking risks.
Self‑awareness and confidence in being wrong.
Strong work ethic and attention to detail.
Excellent interpersonal and communication skills for a collaborative, results‑oriented environment.
Strong academic credentials; MBA and/or CFA/CAIA preferred.
Location The Equity Research Analyst, Value, Consumer will be based in Wellington’s Radnor, Pennsylvania office.
Benefits At Wellington Management, our approach to compensation is designed to help us attract, inspire, and retain the best talent in the industry. We strive to pay employees fairly and competitively across all levels and roles. All employees are eligible for salary, variable compensation, and benefits. The base salary range for this position is USD 100,000 – 225,000.
Base salary is only one component of our total compensation approach. Other rewards may include a discretionary corporate bonus and/or incentives if eligible.
We offer a comprehensive benefit package, including retirement plan, health and wellbeing, dental, vision, pharmacy coverage, health savings account, flexible spending accounts, commuter program, employee assistance program, life and disability insurance, adoption assistance, backup childcare, tuition/CFA reimbursement, paid time off, and more.
Employees work from our offices 4 days a week with flexibility to work remotely 1 day a week.
Equal Opportunity Employer Wellington Management ensures that all qualified applicants receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information, or any other characteristic protected by applicable law.
If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.
#J-18808-Ljbffr