Delivering Sustainable Investments Since 1982SM

Trillium News

February 10, 2014

Trillium Job Opening: Research Analyst – Information Technology & Telecom Sectors

Trillium Asset Management, LLC is the oldest investment advisor exclusively focused on sustainable and responsible investing (SRI).We believe that environmental, social, and governance (ESG) factors play an integral role in the investment process, which can lower portfolio risk and help identify the best-managed companies. Our firm manages multiple investment strategies, including All Cap Core, Fossil Fuel Free, Growth and Income, Large Cap Core, SMID Cap Core, and Sustainable Opportunities.

Research Analyst responsible for the Information Technology and Telecom sectors

Principal Responsibilities

  • Research, analyze, and recommend publicly traded, alpha generating investments in the Information Technology and Telecom sectors to Trillium’s Portfolio Managers
  • Continually analyze the business strategy, operating, financial management, and ESG performance of Info Tech and Telecom companies on internal approved company list
  • Determine, monitor, and integrate material ESG opportunities and risks into industry and company analyses and recommendations
  • Assign ratings to all stocks responsible for on internal approved company list
  • Communicate sector/industry/company views to internal Investment Management Committee members, particularly providing updates on companies in existing investment strategies and making stock position change recommendations for investment strategies
  • Maintain regular, two-way dialogue with Trillium Advocacy team members on ESG issues
  • Contribute to projects that help enhance the team’s contributions to the firm’s investment process and productivity
  • Participate in firm business development opportunities and meetings with existing clients

Competencies for Success/Requirements

  • CFA or CFA Level 3 candidate and/or MBA/MSF
  • Minimum of three years research analysis experience in financial services industry
  • Ability to identify cyclical, secular, and structural changes in Info Tech and Telecom sectors
  • Demonstrate knowledge of ESG issues in Info Tech and Telecom sectors’ various industries
  • Productive and efficient employee in past professional financial industry work experience
  • Thorough knowledge of and fluency in various valuation techniques, including DCFs
  • Proficient in MS Excel, Word, and PowerPoint and working experience with Factset
  • Solid communication skills, including writing and presentation skills
  • Attention to detail and ability to multi-task and set priorities
  • Strong work ethic, high integrity, and strong values

Willingness to travel to attend sector, industry, and company research oriented events

Position is located in the firm’s Boston office

To apply please send your resume and cover letter to: Michelle McDonough, mmcdonough@trilliuminvest.com. Please include examples of research analysis, investment recommendations (including valuation work), and interest in SRI. Please do not call.

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.