Research Analyst

Published on: March 27, 2014

This job posting expired and applications are no longer accepted.
Trillium Asset Management Published: March 27, 2014
Location
Boston , Massachusetts
Skill Level
Mid Level, Mid Level
Job Type
Full-time
Categories
Analyst / Research / Finance / SRI Investing

When you apply for this position, please say you saw this job on Green Dream Jobs!!

Description

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~ 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. The firm manages multiple investment strategies, including All Cap Core,
Fossil Fuel Free, Growth & Income, Large Cap Core, SMID Cap Core, and
Sustainable Opportunities products.                                

Position Overview

The Research Analyst position is 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

Qualifications

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 use the email address below to send your resume and cover letter to Michelle McDonough. Please include examples of research analysis,
investment recommendations (including valuation work), and interest in SRI. 

Note: 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. ~
 

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