Equity Research Analyst – Small & Mid Cap at GW&K Investment Management, LLC in Boston, MA
- Company: GW&K Investment Management, LLC
- Location: Boston, MA
- Posted: Sep 21, 2026
- Type: Full-time
- Salary: $200,000-$250,000 USD
- Experience: 7+ years
Overview
The Equity Research Analyst will function as a sector specialist conducting research within the Industrials sector. Experience in the Materials sector is a plus. Conduct comprehensive fundamental analysis of various companies, industries, and sectors including:
Job description
- The Equity Research Analyst will function as a sector specialist conducting research within the Industrials sector. Experience in the Materials sector is a plus.
Responsibilities
- Conduct comprehensive fundamental analysis of various companies, industries, and sectors including:
- Analyze industry dynamics and sources of competitive advantage
- Perform in-depth financial statement analysis
- Determine and follow key industry and company drivers
- Evaluate quality of company management and their alignment with our focus on long term value creation for all stakeholders
- Compare stock valuation to sustainable long term growth rate and intrinsic value of the underlying business
- Identify and present buy/sell investment opportunities, ideas, and opinions to portfolio managers and equity team
- Communicate rationale for portfolio decisions to clients, consultants, traders, and the firm’s Investment Committee
- Work collaboratively with equity team to complete work outside of core coverage area and product
- Communicate investment philosophy and process to prospective clients and consultants
Requirements
- MBA and/or CFA charter required.
- 7+ years of buy-side experience performing equity analysis with a focus on US small and mid-cap research. Demonstrated experience with Industrials required and Materials preferred.
- Prior experience and preference for working within a deliberate, low turnover investment process.
- Experience and willingness to present an equity process and performance results to clients, prospects, and investment consultants at varying levels of financial sophistication.
- Acts with the highest level of integrity and consistently puts clients’ interests first.
- Strong analytical and organizational skills.
- Excellent written and oral communication skills.
- Must be a self-starter and able to work independently.
- Strong computer skills using Excel, FactSet and Bloomberg; proficiency with AI tools.
- This role is based in our Boston office on a hybrid schedule - 4 days per week in-office, 1 day per week remote.
- The actual base salary is dependent on several variables including but not limited to education, experience, skills, and geography. In addition, GW&K employees may be eligible for a discretionary bonus and/or commission, which is based on a number of factors, including individual and firm performance.
Skills
Required
- Team-oriented
- Collaborative
- Excel
- FactSet
- Bloomberg
- AI tools
Benefits
- $200,000-$250,000 USD
About GW&K Investment Management, LLC
GW&K is a growing and dynamic investment management firm that is always looking for talented, hard-working, team-oriented individuals. We are interested in people that fit GW&K’s unique and highly collaborative culture. The people who work at GW&K are the backbone of our firm. Everything we do from our mission to help our clients achieve their investment objectives, to building and sustaining a diverse, equitable, and inclusive culture is achieved because of the dedicated, talented, collaborative people who work here. GW&K provides comprehensive benefits that are designed to meet the long-term needs of our employees and their families. Along with competitive compensation packages, we offer health and dental care coverage, employer-matched 401k, tuition reimbursement, parental leave and a variety of other benefits that support a healthy work/life balance in a hybrid environment.