Position Description

EQUITY ANALYST, CLIMATE MARKET NEUTRAL, LONG/SHORT

#R83723
June 2021
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THE COMPANY
Tracing our roots to 1928, Wellington Management Company, LLP is one of the world’s largest independent
investment management firms. With US$1.3 trillion in assets under management as of 31 March 2021 we serve as a
trusted adviser to institutional clients and mutual fund sponsors in over 60 countries. Our innovative investment
solutions are built on the strength of proprietary, independent research and span nearly all segments of the global
capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose
sole business is investment management, our long-term views and interests are aligned with those of our clients. We
are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of
inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an
Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-
matter expertise.

POSITION
Wellington currently manages over $30 billion in alternative assets worldwide across long/short equity, absolute
return credit, global multi-strategy, private equity funds and custom solutions. Our investment ecosystem and scale
allow alternative investors to partner with world class investment research experts across fundamental equity, credit,
fiscal/monetary economics, derivatives, rates, risk, data science, climate, sustainability, and many others. Our
investment dialogue promotes collaborative discussions on securities across a range of diverse perspectives; the
freedom to disagree and to make independent decisions on behalf of our clients is paramount to our culture.

Within our Alternatives platform, we are seeking an Equity Analyst (“Analyst”) to join our new Climate Market Neutral
hedge fund. The fund is a long/short equity strategy, which seeks to capitalize on the dispersion created by climate
risk across industries worldwide. The Analyst will work closely with the Portfolio Manager to generate, research, and
implement investment ideas for the unconstrained portfolio. In addition, the Analyst will conduct fundamental
research that leads to differentiated insights derived from asking innovative questions, anticipating trends, and
identifying risks and potential disruptions in a rapidly changing industry.

ESSENTIAL SKILLS
The following essential skills are required for the role:

• Investment acumen and passion – The Equity Analyst will have experience analyzing equity securities across
a broad array of sectors and subsectors within the sustainable investing universe, ideally with an emphasis on
industrials/capital goods. The ability to identify mispricing and valuation discrepancies, make investment
recommendations, and communicate his/her findings to the Portfolio Manager is required. The ideal
candidate will be passionate about markets with a demonstrated track record of successful stock
recommendations. In addition, the Analyst must exhibit a fundamental, research oriented, bottom-up
approach, supported by an investment philosophy and process, and be able to implement ideas through an
analytical framework. Experience building and maintaining detailed technical financial models is required.

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Position Description
Equity Analyst, Climate Market Neutral, Long/Short
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• Superior collaboration and influencing skills – The successful candidate will be energized by being an
individual contributor within a highly collaborative team and embracing the benefits of overlapping lines of
company coverage and idea generation. The Analyst will build strong trusting relationships internally with
colleagues and externally with company management teams. The ability to take risk and challenge investment
views is critical, as is the humility to admit mistakes and a desire to learn from others; s/he must recognize the
benefits of diverse perspectives. The ability to communicate (both verbally and in writing) action-oriented
opinions clearly and with conviction, and contribute to an open investment dialogue, is important.

• Growth mindset – The flexibility and openness to continue learning, evolving and growing as an investor is
required. The Analyst will have a global perspective and creative approach for thinking about innovation and
the next generation of the investment industry and sustainable investing within it.

OTHER QUALIFICATIONS
Additional qualifications and characteristics include:
• A minimum of 7 years of relevant experience in an analytical role on the sellside or buyside;
• Service orientation with a fiduciary and client-centric mindset;
• Ability to remain focused and appropriately allocate time to “what matters;”
• Strong work ethic and attention to detail;
• Independence of thought, intellectual curiosity, and an entrepreneurial nature;
• Highest personal and professional integrity and ethics;
• History of professional achievement;
• Global perspective; and
• Strong academic credentials; MBA and/or CFA is preferred.