Equity Research Analyst, Small and Micro-Cap
Wellington Management —Boston, MA
- $90,000 - $180,000 a year
- Email
- 5 years
- Office
- Bachelor's degree
- Commuter assistance
- Health savings account
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Quick Apply
Quantitative Equity Analyst
Columbia Threadneedle Investments —Boston, MA
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- Mid-level
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- 3 years
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Quantitative Analyst
Fidelity Investments —Boston, MA
- $100,000 - $200,000 a year
- Full-time
- Computer Science
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13d
Lab Technician II (MA): Chemistry/Microbiology Degree & Experience are Required
Green Analytics Massachusetts, LLC —Framingham, MA
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- Weekends as needed
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Lab Technician I (MA): Chemistry/Microbiology Degree & Experience are Required
Green Analytics Massachusetts, LLC —Framingham, MA
- $20 an hour
- Weekends as needed
- Background check
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- Basic math
- Health insurance
- Dental insurance
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Principal Quantitative Engineer, Investments Technology
Liberty Mutual —Boston, MA
- $128,000 - $225,000 a year
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Digital Realty —Boston, MA
- $100,000 - $120,000 a year
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- Mid-level
- Finance
- Databases
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Senior Analyst / Task Lead – Infrastructure Strategy, Economics, & Policy
EBP US, Inc. —Boston, MA
- $90,000 - $130,000 a year
- Email
- Hybrid work
- Mid-level
- Office
- Master's degree
- Paid parental leave
- Health insurance
Quick Apply
Machine Learning Analyst
Bracebridge Capital —Boston, MA
- $110,000 - $145,000 a year
- Office
- Bachelor's degree
- Software development
7d
Equity Research Associate, Healthcare Sector
Wellington Management —Boston, MA
- $80,000 - $150,000 a year
- Email
- Writing skills
- Mid-level
- Office
- Commuter assistance
- Health savings account
AI/ML Programming
MIT Lincoln Laboratory —Lexington, MA
- $100,200 - $150,000 a year
- Computer Science
- Bachelor of Science
- Mid-level
- Health insurance
- Dental insurance
Equity Research Associate – Biotechnology
Piper Sandler & Co. —Boston, MA
- $75,000 - $125,000 a year
- Full-time
- Mid-level
- Office
- 3 years
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PM Investment Associate
Meketa Investment Group —Westwood, MA
- $71,000 - $75,000 a year
- Mid-level
- Office
- Databases
- Flexible schedule
AI/ML Programmer
MIT Lincoln Laboratory —Lexington, MA
- $116,400 - $182,200 a year
- Computer Science
- Bachelor of Science
- Mid-level
- Health insurance
- Dental insurance
Equity Analyst – Specialty Growth Strategies
Loomis Sayles & Company —Boston, MA
- $100,000 - $160,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
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- Disability insurance
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Clinical Research Budget & Effort Analyst
Dana-Farber Cancer Institute —Brookline, MA
- $75,100 - $84,500 a year
- Full-time
- Hybrid work
- Word processing
- Mid-level
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Bioinformatics Analyst
Dana-Farber Cancer Institute —Boston, MA
- $58,400 - $80,400 a year
- Full-time
- Computer Science
- Mid-level
- Java
Equity Research Associate - Enterprise Software
TD Bank —Boston, MA
- $115,000 - $200,000 a year
- Full-time
- Writing skills
- Basic math
- Mid-level
- Health insurance
- Paid time off

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Equity Research Analyst, Small and Micro-Cap

Wellington Management -
Boston, MA

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Job Details

Full-time
$90,000 - $180,000 a year

Benefits

Commuter assistance
Health savings account
Paid holidays
Disability insurance
Dental insurance
Flexible spending account
Paid time off
Adoption assistance
Employee assistance program
Vision insurance
Retirement plan

Qualifications

AI models
Venture capital investment
Financial model construction
Generative models
Dynamic financial modeling
Machine intelligence
Bachelor's degree
Developing large-scale AI models
Scalability
Company valuation
Equity research
Generative AI

Full Job Description

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

THE POSITION
Wellington Management is seeking to recruit an Equity Research Analyst (“Analyst”) to join an established equity portfolio management team managing U.S. Small and Micro-cap strategies. This team applies a fundamental, bottom-up research approach to identify high-quality, innovative companies trading at attractive valuations. The Analyst will focus on identifying compelling investment opportunities across sectors and work as part of a collaborative, high-performing team.

In addition to traditional fundamental responsibilities, the Analyst will leverage advanced data science and artificial intelligence techniques, including large language models (LLMs), to enhance research generation, idea sourcing, and portfolio insights. The Analyst will partner closely with the Portfolio Management team to generate differentiated, alpha-generating ideas while integrating modern AI tools into the research workflow.

RESPONSIBILITIES
Responsibilities for this position will include the following:

Fundamental Research & Investment Responsibilities

Generate long-term investment ideas and provide ongoing monitoring of portfolio positions, developing differentiated insights to support investment decisions.
Conduct proprietary bottom-up research drawing on company filings, management meetings, alternative data, and independent research sources.
Build and maintain detailed multi-year financial models and scenario-based valuation frameworks.
Recommend new securities and maintain oversight of existing holdings, partnering closely with Portfolio Managers.
Collaborate closely within a small, high-conviction team and across the firm’s global research platform.

AI / LLM-Driven Research & Innovation

Design and implement prompts and tools, including the use of large language models, to improve research efficiency and insight generation.
Leverage generative AI solutions to synthesize large volumes of structured and unstructured data (e.g., filings, transcripts, alternative data) into actionable investment insights.
Apply emerging AI techniques pragmatically, balancing innovation with robustness, scalability, and real-world application within an investment process.
Stay at the forefront of technological developments, continuously assessing new models, tools, and techniques for relevance to equity research and portfolio management.

QUALIFICATIONS
The Analyst will have between five and ten years of relevant buy-side experience and will exhibit a passion for equity markets, as well as the following experience and qualifications:

Investment & Research Expertise

Demonstrated success investing in U.S. small/SMID and/or micro-cap equities, with a generalist, multi-sector orientation.
Strong, disciplined investment process focused on identifying high-quality businesses with sustainable competitive advantages.
Advanced financial modeling and valuation expertise.
Ability to synthesize complex information and communicate clearly and persuasively in written and oral formats.
Proven ability to operate independently while contributing effectively to a collaborative team environment.

AI / LLM & Technical Capabilities

Cutting-edge knowledge of large language models (LLMs) and modern AI systems.
Experience applying AI, NLP, or machine learning techniques to real-world problems, ideally within an investment or research context.
Ability to translate investment workflows into scalable AI-enabled solutions and tools.

Additional Qualifications

Strong intellectual curiosity and interest in both financial markets and emerging technologies.
Creative problem-solving ability, particularly in open-ended and ambiguous environments.
Collaborative mindset with the ability to partner effectively with both technical and non-technical stakeholders.
High ethical standards and professional integrity.
Strong academic credentials; undergraduate degree required, MBA or CFA/CAIA preferred.

LOCATION
The Equity Research Analyst, Small and Microcap will be based in Wellington’s Global Headquarters in Boston, MA.

Not sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that all qualified applicants will 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 [email protected].

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is:

USD 90,000 - 180,000

This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process.

Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

Apply Now

Refine Your Search

equity research analyst jobs in massachusetts

Equity Research Analyst, Small and Micro-Cap

Capabilities & Insights Analyst - Private Equity

Energy Analyst

Quantitative Equity Analyst

Quantitative Analyst

Lab Technician II (MA): Chemistry/Microbiology Degree & Experience are Required

Lab Technician I (MA): Chemistry/Microbiology Degree & Experience are Required

Principal Quantitative Engineer, Investments Technology

Portfolio Analyst

Senior Analyst / Task Lead – Infrastructure Strategy, Economics, & Policy

Machine Learning Analyst

Equity Research Associate, Healthcare Sector

AI/ML Programming

Equity Research Associate – Biotechnology

PM Investment Associate

AI/ML Programmer

Equity Analyst – Specialty Growth Strategies

Clinical Research Budget & Effort Analyst

Bioinformatics Analyst

Equity Research Associate - Enterprise Software

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