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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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