Equity Research Analyst – Small & Mid Cap
GW&K Investment Management, LLC
$200,000 - $250,000 / year
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Description
Summary:
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 including:
- 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 our focus on 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.
This role is based in our Boston office on a hybrid schedule - 4 days per week in-office, 1 day per week remote.
The actual base salary is dependent on several variables including but not limited to education, experience, skills, and geography. In addition, GW&K employees may be eligible for a discretionary bonus and/or commission, which is based on a number of factors, including individual and firm performance.
Base Salary Range
$200,000-$250,000 USD
About GW&K
GW&K is a growing and dynamic investment management firm that is always looking for talented, hard-working, team-oriented individuals. We are interested in people that fit GW&K’s unique and highly collaborative culture.
The people who work at GW&K are the backbone of our firm. Everything we do from our mission to help our clients achieve their investment objectives, to building and sustaining a diverse, equitable, and inclusive culture is achieved because of the dedicated, talented, collaborative people who work here.
GW&K provides comprehensive benefits that are designed to meet the long-term needs of our employees and their families. Along with competitive compensation packages, we offer health and dental care coverage, employer-matched 401k, tuition reimbursement, parental leave and a variety of other benefits that support a healthy work/life balance in a hybrid environment.
GW&K Investment Management is an equal opportunity employer and provides equal employment opportunities to all associates and applicants for employment without regard to gender, race, color, national origin, ancestry, pregnancy, marital status, religion, age, disability, veteran status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state or local laws.
Benefits
- 401(k)
- stock options
- parental leave
- tuition reimbursement
- bonus
About this role
GW&K Investment Management is seeking an experienced equity research analyst to lead coverage of the Industrials sector, with Materials expertise as an added advantage. You would conduct fundamental analysis across company financials, competitive positioning, and management quality, then translate those insights into investment recommendations for portfolio managers and client communications. The role demands both independent analytical rigor and collaborative engagement—you'll work with the equity team on ideas outside your core coverage area while also presenting the firm's investment philosophy to clients and consultants.
This position requires an MBA and/or CFA charter plus seven or more years of buy-side small and mid-cap equity research experience. You should be comfortable working within a deliberate, low-turnover investment process and skilled at articulating investment decisions to audiences with varying levels of financial sophistication. Strong proficiency in Excel, FactSet, and Bloomberg is essential, along with familiarity with AI tools. The role is based in Boston on a hybrid schedule—four days in-office, one day remote—with a base salary of $200,000 to $250,000, plus potential discretionary bonus or commission based on individual and firm performance.
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Pay for this role
$200,000 to $250,000 per year
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