Equity Research Analyst – Small & Mid Cap

About the role

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
• 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 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

Benefits

• Health and dental care coverage
• Employer‑matched 401k
• Tuition reimbursement
• Parental leave
• Variety of other benefits supporting a healthy work/life balance in a hybrid environment

Pay

Base Salary Range $200,000‑$250,000 USD. In addition, GW&K employees may be eligible for a discretionary bonus and/or commission, which is based on individual and firm performance.

Schedule

Hybrid schedule: 4 days per week in‑office, 1 day per week remote (based in the Boston office).