Equity Research Analyst, Japan Team
About this role
WELLINGTON MANAGEMENT
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 50 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.
THE POSITION
Our global investment platform comprises more than 500 investment professionals across seven investment functions—Hedge Fund Group, Private Investments, Sustainability, Equity & Fixed Income Boutiques, Research, Science & Strategy, and Trading—spanning the Americas, EMEA, and APAC. Together, the platform manages over $1 trillion in assets across the capital structure.
The team’s strategies are typically unconstrainted, non-benchmark-oriented investment approach which seek to outperform the broad Japanese market over time with a focus on downside mitigation. The role will focus on conducting in-depth fundamental research, generating investment ideas, and assuming primary coverage responsibility for designated sectors.
The role reports to the Director of Equity Boutiques and will be based in our Tokyo office.
KEY RESPONSIBILITIES
This individual will be responsible for, but not limited to:
Generate ideas in the Japan equity space, based on fundamental screening and research based on discussions with other investment professionals within the firm as well as his/her own investment recommendations.
Own and maintain coverage of designated sectors
Identify and quantify stocks of companies that are being considered for investment
Make financial forecasts of company revenues, earnings, and profitability
Conducting analysis of financial results and meeting company management to synthesize and share his/her own view
Monitoring company announcements
Data management and analysis using spreadsheets and databases
Maintaining and distributing notes on investment meetings
Building and maintaining company financial models
Support investment stewardship and engagement initiatives
ESSENTIAL SKILLS/ QUALIFICATION
We are seeking an individual with excellent analytical and communication skills, and an eagerness to apply them to the investment decision-making process. Specific qualifications for the position include:
A minimum of 10+ years of equity research experience, including 3-5 years of relevant buy-side investing experience with a demonstrated track record evaluating multiple sectors and business models.
A strong track record of making successful investment recommendations and generating alpha across multiple dimensions in the Japanese market
Strong bottom-up fundamental research with a value-oriented investment approach
Good knowledge of sustainability related issues including ESG pillars
Ability to build relationships and collaborate with experienced, cross-functional investment teams
Self-motivated; willing and able to complete tasks independently and come to conclusions based on incomplete information.
Intellectual curiosity and comfort taking risks
Self-awareness and self-confidence to be comfortable “being wrong”
Growth mindset – The flexibility and openness to continue learning, evolving and growing as an investor is required.
Strong interpersonal and communication skills and experience in a collaborative, team-based, results-oriented environment
Strong work ethic and attention to detail
Strong academic credentials, MBA/CFA preferred.
Strong verbal and written communication skills in native‑level Japanese and business‑fluent English
JOB TITLE
Equity Research Analyst, Japan TeamJOB FAMILY
Investment Management (IM)LOCATION
TokyoNot sure you meet 100% of our qualifications? That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.
As an equal opportunity employer, Wellington Management considers all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMWTalentOperations@wellington.com.
We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.
Company at a glance
For almost 100 years, we have chosen to do things differently, including the way we structure our ownership model, organization, and investment platform. Critically, we know that the best investment ideas are found when a diverse workforce is encouraged to bring forward unique perspectives.
Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 2,400 clients in more than 60 countries. We manage more than US$1 trillion for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients.
We offer comprehensive investment management capabilities that span nearly all segments of the global capital markets, including global equity, fixed income, currency, commodity, alternatives, and private markets. Leveraging more than 900 investment professionals located in offices around the world, we combine independent insights across asset classes, skill sets, and investment disciplines to uncover ideas for our clients, because we believe collaboration is a rare, repeatable competitive edge.
This independent structure and collegial culture are two of the main reasons investment professionals join Wellington Management — and stay for their entire careers.
For current open opportunities, please visit www.wellington.com/joinus
We are an equal opportunity employer and are committed to having a diverse workforce. Please visit http://www.wellington.com to learn more about our firm.
Important disclosure: https://www.wellington.com/en/important-disclosure
Wellington will not send unsolicited communications and investment opportunities initiated through social media platforms. Wellington does not perform business transactions, payment requests, or direct interactions through social media platforms. Please visit https://www.wellington.com/en/legal/privacy-notice for more information.
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