Research Analyst

~ Headquartered in Boston, MA, Trillium Asset Management LLC is the oldest investment advisor devoted exclusively to sustainable and responsible investing (SRI). ~

With over $2 billion* in assets under management, Trillium integrates Environmental, Social, and Governance (ESG) factors into the investment process as a way to identify the companies best positioned to deliver strong long-term performance.

Position Overview

Trillium Assest Management is seeking candidates for the postion of Research Analyst. This position works from our headquarters in Boston, Massachusetts. 

Principal
Responsibilities

• Research,
  analyze, and recommend publicly traded, alpha generating investment ideas to
  Trillium’s Portfolio Managers with consideration of our typical longer term
  holding period

• Continually
  analyze the business strategy, operating, financial management, and ESG
  performance of companies on Trillium’s 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 Trillium 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
  dialogue with Trillium’s Advocacy and sector ESG Materiality Issue teams 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 opportunity and existing client meeting 

Qualifications 

Competencies
for Success/Requirements: 

• CFA
  or CFA Level 3 candidate with MBA/MSF

• Passionate
  about research analysis with minimum of three years research analysis
  experience in the financial services industry

• Demonstrated
  interest in and knowledge of ESG issues in sector/industry research coverage
  areas

• Ability
  to identify cyclical, secular, and structural changes in sectors/industries

• Thorough
  knowledge of and fluency in various valuation techniques, including DCF models

• Productive
  and efficient employee in past financial services industry work experience

• 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 

To Apply 

• Please use the email addres below to send resume and cover letter to Michelle McDonough.
• Cover letter should include
  expected compensation range and reasons for interest in working at a SRI
  investment firm.  
• Please also include at
  least one industry
  and/or company research analysis with stock recommendation supported by ESG analysis,
  valuation work, and total return forecast.  
• 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. ~