Research Analyst

~ Headquartered in Boston, MA, and with offices in Larkspur, CA and Durham, NC, Trillium Asset Management LLC is the oldest independent investment advisor devoted exclusively to sustainable and responsible investing (SRI). ~

With over $1.7 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

We are currently seeking applicants for the positon of Research Analyst. 

• 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 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 opportunity and existing client meetings 

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 DCFs
• 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
• Position is located in the firm's Boston office 

To Apply 

• Please use the email address below to send esume 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 three examples of 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. ~