About Us >Careers >Equity Research Analyst

Equity Research Analyst

Full Time
,
Boston, MA

Trillium Asset Management, LLC  (Trillium) offers investment strategies and services that seek to advance humankind towards a global sustainable economy, a just society, and a better world. For over 40 years, the firm has been at the forefront of ESG thought leadership and draws from decades of experience focused exclusively on responsible investing. Devoted to aligning stakeholders’ values and objectives, Trillium combines impactful investment solutions with active ownership.  Trillium delivers equity, fixed income, and alternative investments to institutions, intermediaries, high net worth individuals, and other charitable and non‐profit organizations with the goal to provide positive impact, long‐term value, and ‘social dividends’ for investors.

Job Summary:

Our equity research analysts are responsible for all aspects of Trillium’s fundamental equity research process, which includes the examination, interpretation, and integration of financial and Environmental Social and Governance (ESG) factors. Equity research analysts have responsibility for all security-level and industry analyses for a given economic sector(s). Communication is a critical success factor for this important role, with regular interaction required with portfolio managers and internal colleagues, company management teams, independent research providers, and non-governmental organizations as part of our investment diligence processes.

Duties and Responsibilities:

  • Performs ESG-integrated, fundamental equity analysis to support sector-level research objectives, including company-specific reports, sector and market-level research papers, and related presentations to our Investment Management Committee
  • Regularly interacts with Portfolio Managers on bottom-up idea generation, diligence, and ongoing assessment of active holdings and eligibility of universe for US and Non-US equities strategies
  • Responsible for conducting all aspects of valuation and financial modeling, including the internal rating of specific equities and related completion of benchmarking studies.
  • Interacts effectively with our internal advocacy, ESG research, and fixed income specialists
  • Represents the firm (and travels) as needed
  • Reports to the firm’s Chief Investment Officer

Qualifications:

  • 5-10 years of financial analysis experience in accounting, valuation, or research roles
  • Demonstrated interest in ESG investing
  • CFA charter holder preferred (or willing to begin active enrollment)
  • Clear and concise written and verbal communication skills
  • Ability to work in a team-based and goal-oriented environment
  • Competence with Microsoft Office, Bloomberg, FactSet and MSCI applications

Compensation:

Trillium Asset Management LLC provides a generous compensation package that includes 401(k) plan, profit sharing plan, group life, long-term disability, health, dental and vision insurance benefits, paid time off, parental leave, commuter benefit and performance-based bonus program. True to its mission, Trillium Asset Management LLC provides employees 4 paid days per year to volunteer and allows each employee to designate a $1,000 grant to a charitable organization of their choice.

Contact:

Please email cover letter and resume to: tam_research_jobs@trilliuminvest.com

Trillium provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws.
We will only consider applications with an attached professional resume and cover letter.
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