Equity Research Analyst - Boston, United States - Trillium (MA)

Description

We believe that a company's commitment to implementing ESG principles create a distinct competitive advantage and builds long-term value.

Trillium's robust, fully integrated investment process uses a propriety ESG scoring methodology, coupled with a time-tested fundamental approach, to identify compelling investment opportunities and competitive risk adjusted returns.

The firm's dedicated shareholder advocacy team is at the intersection of investment management and impact, engaging with companies to align values with investment objectives.

Trillium believes that integrating environmental, social, and governance factors into the financial analysis process can help identify the best companies positioned to deliver long-term risk adjusted performance.

It is fundamental to our mission and fiduciary responsibility to engage with the companies that we hold on behalf of clients to press for positive change on any material ESG concern or opportunity that we believe will help protect or enhance shareholder value.

Shareholder Advocacy:
Engaging with Companies for Positive Impact

For over 40 years, Trillium has exercised its rights and powers as a shareholder to improve the ESG policies, practices and—most importantly—impacts of the companies held in our portfolios.

As investors and fiduciaries to our clients, we believe it is our responsibility to encourage the companies we invest in to do better, to be more sustainable, and to be more just.

We pursue this work not only because we believe it is the right thing to do, but also because we believe it contributes to a company's long-term performance.

Dedicated to Sustainable and Responsible Investing

Trillium Asset Management offers investment strategies and services that advance humankind towards a global sustainable economy, a just society, and a better world.

For nearly 40 years, the firm has been at the forefront of ESG thought leadership and draws from decades of experience focused exclusively on responsible investing.

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 to provide positive impact, long-term value, and 'social dividends'.

Information & Resources

Trillium demonstrates its commitment to clients and community by serving as thought leaders and sharing decades of experience in responsible investing through the development and sponsorship of white papers and webinars to help investors better understand the ESG investment universe and how to implement a values-based investment program.

Competitive ESG Investment Strategies

We believe that a company's commitment to implementing ESG principles create a distinct competitive advantage and builds long-term value. Trillium's investment processes use a proprietary ESG scoring methodology to identify compelling investment opportunities that meet our ESG requirements.

The firm's dedicated shareholder advocacy team is at the intersection of investment management and impact, engaging with companies to align values with investment objectives.

• Effective 6/30/22, the Trillium All Cap Core and Trillium Fossil Fuel Free Core strategies merged and were renamed Trillium ESG Core Equity.

Trillium's investment processes are focused on finding companies with strong growth prospects that are attractively priced and meet our ESG criteria/requirements.

Our analysts and portfolio managers conduct bottom-up, fundamental research on the companies, simultaneously reviewing both traditional financial and ESG metrics that we believe can add value to each strategies' investment process.

Shareholder Advocacy:
Engaging with Companies for Positive Impact

For over 40 years, Trillium has exercised its rights and powers as a shareholder to improve the ESG policies, practices and—most importantly—impacts of the companies held in our portfolios.

As investors and fiduciaries to our clients, we believe it is our responsibility to encourage the companies we invest in to do better, to be more sustainable, and to be more just.

We pursue this work not only because we believe it is the right thing to do, but also because we believe it contributes to a company's long-term performance.

Dedicated to Sustainable and Responsible Investing

Trillium Asset Management offers investment strategies and services that advance humankind towards a global sustainable economy, a just society, and a better world.

For over 40 years, the firm has been at the forefront of ESG thought leadership and draws from decades of experience focused exclusively on responsible investing.

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 to provide positive impact, long-term value, and 'social dividends'.

Trillium demonstrates its commitment to clients and community by serving as thought leaders and sharing decades of experience in responsible investing through the development and sponsorship of white papers and webinars to help investors better understand the ESG investment universe and how to implement a values-based investment program.

Trillium Asset Management, LLC (Trillium) offers investment strategies and services that seek to advance humankind towards a global sustainable economy, a just society, and a better world.

For over 40 years, the firm has been at the forefront of ESG thought leadership and draws from decades of experience focused exclusively on responsible investing.

Devoted to aligning stakeholders' values and objectives, Trillium combines impactful investment solutions with active ownership.

Trillium delivers equity, fixed income, and alternative investments to institutions, intermediaries, high net worth individuals, and other charitable and non‐profit organizations with the goal to provide positive impact, long‐term value, and 'social dividends' for investors.

Job Summary:

Our equity research analysts are responsible for all aspects of Trillium's fundamental equity research process, which includes the examination, interpretation, and integration of financial and Environmental Social and Governance (ESG) factors.

Equity research analysts have responsibility for all security-level and industry analyses for a given economic sector(s).

Communication is a critical success factor for this important role, 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.

Duties and Responsibilities:
Performs ESG-integrated, fundamental equity analysis to support sector-level research objectives, including company-specific reports, sector and market-level research papers, 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 US and Non-US 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 financial analysis experience in accounting, valuation, or research roles
Demonstrated interest in ESG investing
CFA charter holder preferred (or willing to begin active enrollment)
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) plan, profit sharing plan, group life, long-term disability, health, dental and vision insurance benefits, paid time off, parental leave, commuter benefit and performance-based bonus program.

True to its mission, Trillium Asset Management LLC provides employees 4 paid days per year to volunteer and allows each employee to designate a $1,000 grant to a charitable organization of their choice.

Contact:
Please email cover letter and resume to:

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.
Boston
1 Congress Street
Suite 3101
Boston, MA 02114

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