Position

We are currently seeking to recruit an Equity Research Analyst to join Polen Capital’s Small Company Team in our Boston, MA office. This team was formed almost three years ago and manages concentrated equity portfolios focused exclusively on owning high-quality growth companies characterized by strong and sustainable revenue and cash flow growth, robust margins and cash flow returns, and other markers of operational efficiency. Located in Boston, this Analyst will conduct research on public companies across the globe working in collaboration with a passionate team of seasoned investment professionals that place heavy emphasis on having a disciplined and repeatable investment process.

Qualifications

  • 3-12 years of experience doing deep fundamental research on public or private companies preferably smaller cap companies in growth sectors
  • Demonstrated interest in and passion for investing in equity markets
  • Strong interpersonal skills and comfort working in a collaborative, team- based environment where being challenged and challenging others to make the best possible decisions is required
  • Intellectual curiosity and the ability to think independently and openly with an intrinsic motivation to learn and grow

In order to help narrow our search, we would ask that all candidates include answers to the following in a Word attachment:

  1. What in your estimation are the characteristics of a great business? Can you give us an example and concise detail about why it is a great business in your view? (No more than 150 words)
  2. Is there an instance where you researched a company, recommended it, and it didn’t work out? Please include some thoughts about what you learned from that experience. (No more than 150 words)
  3. What are the pros and cons of working in a collaborative environment? (No more than 100 words)
  4. What was the most impactful feedback you ever received from a) a co-worker, and b) a manager? Based on that feedback, how did you adjust? (No more than 200 words)
  5. What is your normal process for doing research? What do you need in terms of resources to do in-depth research? (No more than 150 words)

Additional Information

  • Boston, MA
  • Full-Time Employee
  • U.S. Permanent Work Authorization (required)
  • Polen Capital offers competitive benefits including employer-funded Health Savings Accounts, 12-weeks paid parental leave, 401k profit sharing, and individual learning budgets

Instructions for Submitting Applications

Qualified candidates should submit their resume and cover letter to jobs@polencapital.com. All candidates must be a citizen of the United States or a permanent resident.