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Equity Analyst – Sustainable Investing

Website Putnam Investments

Asset Manager

A senior Analyst on the Sustainable Equity team will research and analyze a wide range of companies across sectors, conducting research that links relevant sustainability/ESG issues to compelling fundamentals and valuation. The analyst will partner with our Sustainable Equity PM team, generating investment ideas that are relevant for these products and for other interested PM teams across the equity group. The goal of the Analyst is to develop differentiated insights that allow for high conviction investment opportunities. These conclusions are derived from a creative, thorough and iterative research process, that incorporates relevant or material ESG issues and forward-looking sustainability themes into the research process. A successful Analyst will be able to generate investment ideas across multiple sectors and contribute to portfolio construction over time.

  • Analyze a wide range of companies across sectors, with a focus on companies whose fundamental prospects benefit from sustainability strengths
  • Develop clear, insightful analysis of companies and industries that provides relevant investment insights
  • Develop and maintain deep understanding of competitive landscape, sector specific and sustainability-related themes, management styles and business structure, etc.
  • Leverage network of industry experts, sustainability experts, and other unique sources of information and insights to develop differentiated views on themes, sectors, and stocks
  • Develop and maintain strong relationships with company management teams, including by conducting frequent meetings
  • Build and maintain detailed, specific, complete models on coverage 
  • Develop conviction in new and existing buy ideas through a combination of differentiated qualitative and quantitative research and insights
  • Communicate clear rationale for recommendations to teammates and portfolio managers, sharing investment insights more broadly across the investment team
  • Actively monitor companies under coverage and communicate important changes in a timely manner
  • Develop an understanding of relevant sustainability themes and environmental, social, and governance issues, with a focus on how these themes can impact company fundamentals, valuation, and stock performance

Desired Skills and Experience

  • Analyst or Portfolio Manager with 5+ years in equity analysis, ideally across multiple sectors
  • Outstanding financial, fundamental, strategic, and communication skills
  • Strong interest in relevant ESG issues and sustainability themes, and in how these impact fundamentals and stock performance
  • Ability and interest in conducting self-directed deep research
  • Ability to articulate and present complex information in an understandable and succinct format
  • Ability to put forth an opinion, often in situations where there is a time and/or information constraint
  • Ability to balance conviction with flexibility
  • Strong passion for stocks, company analysis, and investing
  • Ambitious, driven, team player
  • Strong work ethic and high level of intellectual curiosity