Research Analyst II - Rockland Trust
Boston, MA 02108
About the Job
Rockland Trust is seeking a Research Analyst II who will join a collaborative team to assist in the active, fundamental, bottom-up research process and participate in the management of the Rockland Trust’s equity strategies including work on our active equity mutual funds. This individual will also support and actively participate in managing other aspects of asset allocation, risk modeling , and external manager selection frameworks.
Key job responsibilities will include, but not be limited to:
- Assume coverage of different economic sectors or industries, develop insights into portfolio holdings as well as uncover new opportunities within the coverage areas
- Develop and maintain detailed company forecasts, company and industry-specific drivers, price targets, and actionable ideas
- Mentor and develop junior members of the research team.
- Assist the research team in ad hoc projects, research administration, and systems
- Support client services and sales teams inquiries
Required Qualifications
- Bachelor’s degree and CFA and/or MBA
- Ability to work on-site in Boston office
- 3+ years of relevant experience with a buy or sell side firm
- Experience with bottom-up security analysis
- Experience with Bloomberg, Factset, and other related software
Preferred Qualifications:
- Solid financial statement analysis and modeling capabilities
- Outstanding communication and presentation skills, ability to discuss and explain involved concepts in finance and mathematics in both verbal and written form
- Quick learner, comfortable dealing with ambiguous, fluid situations
- Analytical and critical thinking skills; ability to make good decisions when faced with complex or ambiguous data
- Passion, integrity, creativity, inquisitiveness and self confidence
- The candidate should be a self-starter, well organized, and be able to work in a collaborative, team environment
Our goal is to offer our colleagues the most generous benefits package possible. We strive to provide colleagues with a comprehensive benefits package and an environment that supports a healthy work-life balance. Benefits include: Competitive compensation with performance incentive awards, Health Insurance, Dental Insurance, a 401K and DC Plan for your retirement, LTD & Life Insurance, Day Care Reimbursement, Tuition Assistance for graduate and undergraduate programs, an award winning Wellness program and much more!
At Rockland Trust you'll find a respectful and inclusive environment where everyone is given the chance to succeed. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.