Director of Business 360® Research Position Available In Suffolk, Massachusetts
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Job Description
Director of Business 360® Research Eventide Asset Management – 5.0
Boston, MA Job Details Full-time Estimated:
$123K – $167K a year 2 hours ago Benefits Paid parental leave Health savings account Health insurance Dental insurance 401(k) Flexible spending account Paid time off Adoption assistance Parental leave Employee assistance program Vision insurance 401(k) matching Life insurance Qualifications Qualitative research Public speaking Finance Master’s degree Bachelor’s degree Relationship management Senior level Business Master of Business Administration Communication skills Full Job Description Director of Business 360® Research This position is based in Boston, MA To apply for this role, send a resume and cover letter to Eventide is a pioneering asset management firm that seeks to put capital to work in businesses that advance the global common good and help change the world. Founded in 2008, Eventide has soon become one of the leaders in values-based investing through a biblical worldview. Our principled investment framework has been recognized by the Wall Street Journal, Barrons, Investment News, Fast Company, Entrepreneur, among others. Our best-in-class culture has been awarded multiple Best Places to Work awards from the Boston Globe, Boston Business Journal and Pension and Investments. Eventide employees work hard for the sake of others—our clients, our colleagues, and our world. Our mission is to honor God and serve our clients through investments that make the world rejoice. Business 360® is Eventide’s framework for evaluating both a company’s long-term competitive advantages and its impact on human flourishing by analyzing its operations and strategy through the lens of key stakeholders. The Business 360® team provides deep analytic and research support to the portfolio management team on key Business 360® areas, using data and discernment to identify companies that are creating the most value for stakeholders. The Director of Business 360® will oversee and preserve the integrity of Business 360® screening to represent Eventide’s prospectus values that are rooted in a biblical world view. Duties and Responsibilities § Lead and empower an experienced team of Business 360® Research Analysts to make effective pass (“Embrace”) or fail (“Avoid”) decisions for companies, adhering to Business 360® screening methodology. § Ensure that pass and fail screening and Embrace rating research is properly conducted on all portfolio companies o Work alongside industry analysts to improve methodology for Embrace research o Support industry analysts in performing and documenting Embrace research across stakeholders o Expand the investable universe by researching new companies that are not already covered. § Support industry analysts in performing engagements with portfolio companies while promoting Eventide values o Ensure that all engagements are properly documented and follow our compliance framework o Maintain a pro-business posture, assuming the best in these companies o Encourage management teams to pursue products and services that promote the common good § Lead discussion of discernment when there is disagreement about biblical interpretation by implementing the views of the founding members of Eventide § Ensure that proxy voting guidelines represent Eventide’s mission and values o Vote all proxies in line with these values o Publicly represent and defend proxy voting record as needed § Oversee and ensure that the Edify database is accurate and up to date o Manage monthly data uplift process. o Stay on top of vendor methodologies and adjust Edify thresholds when appropriate. o Work well across data vendors to ensure that Eventide always has access to the best data and research o Collaborate well with Head of Portfolio Analytics and programming team § Serve as internal advocate for Eventide and for Business 360® o Attend weekly investment team meetings to stay current on macro and sector level issues. o Meet with sales team to equip them with stories that encourage advisors about our portfolio companies. § Serve as a public advocate for Eventide and for Business 360® o Work with the Marketing team to create marketing documents and videos that explain the depth of Business 360® o Represent Eventide’s Investment philosophy to various audiences including at client meetings, due diligence meetings, and industry conferences, as needed o Meet externally with financial advisors to discuss process, and to demo Edify system. Qualifications § 7+ years of qualitative research experience, preferably in values-based investing or similar mission driven organizations § Bachelor’s degree in business, finance or similar field required; MBA or Master’s degree preferred § Strong business acumen and judgment § Demonstrated ability to lead teams and manage competing priorities in a dynamic, entrepreneurial and changing environment § Excellent public speaking and presentation skills, with ability to articulate Eventide’s mission and values to a variety of audiences § Strong written and verbal communication skills § Strong relationship management skills to collaborate well across teams § Passion for and commitment to Eventide’s mission and investment philosophy and alignment with Eventide’s Business 360® values § Demonstrate the core values of Eventide in execution of duties and decision-making § Ability to work in compliance of
Eventide’s Code of Ethics NOTE:
This job description is not intended to be all-inclusive. Employee may perform other related duties as required to meet the ongoing needs of the organization.
Department:
Portfolio Management – Business 360®
Team FLSA Status :
Exempt Position reports to: Co-Chief Investment Officer, Senior Portfolio Manager Position supervises: Business 360® Manager, Business 360® Research Manager, Business 360®
Analyst Job Type:
Full-time Benefits:
401(k) 401(k) matching Adoption assistance Dental insurance Employee assistance program Flexible spending account Health insurance Health savings account Life insurance Paid parental leave Paid time off Vision insurance Ability to
Relocate:
Boston, MA 02110: Relocate before starting work (Preferred)
Work Location:
Hybrid remote in Boston, MA 02110