International Equity Research Analyst

Full time
,
Boston, MA

Trillium Asset Management is an investment management firm with $6.2 billion in assets under advisement as of December 31, 2024. Trillium offers investment strategies and services that advance humankind towards a global sustainable economy, a just society, and a better world. For over four decades the firm has been at the forefront of sustainable and responsible investing. Trillium uses a holistic, fully integrated investment process to uncover compelling long-term investment opportunities. Devoted to aligning stakeholders’ values and objectives, Trillium combines impactful investment solutions with active ownership. The firm delivers equity, fixed income, and alternative investments to institutions, intermediaries, high net worth individuals, and other charitable and non-profit organizations with the goal of providing a positive impact while meeting the financial needs of our clients.

Job Summary:

Our equity research analysts are responsible for all aspects of Trillium’s equity research process, which includes the examination, interpretation, and integration of financial and Environmental Social and Governance (ESG) factors. While most of Trillium’s equity research analysts have responsibility for all security-level and industry analyses for a given economic sector(s)., this is a cross-sector role focused on large cap companies based outside the U.S. The role requires deep fundamental research, financial modeling, and the ability to integrate macroeconomic, sectoral, and company-specific factors into investment recommendations. Communication is a critical success factor, with regular interaction required with portfolio managers and internal colleagues, company management teams, independent research providers, and non-governmental organizations as part of our investment diligence processes. The role is based in Boston.

Duties and Responsibilities:

  • Performs ESG-integrated, fundamental equity analysis to support sector-level research objectives, including company-specific reports, sector and market-level research, and related presentations to our Investment Management Committee.
  • Regularly interacts with Portfolio Managers on bottom-up idea generation, diligence, and ongoing assessment of active holdings and eligibility of universe for global equities strategies.
  • Responsible for conducting all aspects of valuation and financial modeling, including the internal rating of specific equities and related completion of benchmarking studies.
  • Interacts effectively with our internal advocacy, ESG research, and fixed income specialists.
  • Represents the firm (and travels) as needed.
  • Reports to the firm’s Chief Investment Officer.

Qualifications:

  • 5-10 years of experience providing analysis of international stocks.
  • Demonstrated experience in sustainable and responsible investing.
  • Proven ability to add alpha to portfolios via security selection.
  • CFA charter holder.
  • Clear and concise written and verbal communication skills.
  • Ability to work in a team-based and goal-oriented environment.
  • Competence with Microsoft Office, Bloomberg, FactSet and MSCI applications.

Compensation:

Trillium Asset Management LLC provides a generous, compensation package that includes 401(k), profit sharing plan, group life, long-term disability, health, dental and vision insurance benefits, paid time off and performance-based bonus program.

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.
We will only consider applications with an attached professional resume and cover letter.
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