Research Analyst

Waltham
1075 Main St
Suite 320
Waltham, MA 02451, USA

Polen Capital, a global investment management firm advising approximately $38 billion in assets as of February 2026, provides high value-added active strategies to a wide range of institutional and individual clients around the world. Since 1989, the Firm has been committed to attracting, developing, and retaining exceptional professionals who are aligned with our goal of preserving and growing our clients’ assets to protect their present and enable their future.

Polen Capital has four autonomous investment teams that currently oversee global equities and credit – the Large Company Growth Team;
Small Company Growth Team;
Emerging Markets Growth Team; and Leveraged Credit Team – with offices in Boca Raton, Boston, London, Hong Kong and Abu Dhabi.

Polen Capital has been recognized by Pensions & Investments as one of the industry s "Best Places to Work" in each of the past ten years.

Our Culture

• Polen Capital is guided by three Core Values geared toward honoring our commitment to our clients and creating a positive culture and a cordial and productive professional environment: “Do the right thing,” “Do more than expected,” and “Respect the individual.”
• Mastery, autonomy, and purpose are key drivers for our people and behaviors.
• Polen Capital embraces a growth mindset, strives for continuous learning, communicates via radical candor, and is a Results-Only Work Environment
• Diversity of thought, unique perspectives and inclusiveness are core beliefs at Polen Capital; we view a diverse workforce as essential in fostering a culture of empathy and open-minded collaboration.

Position

Reporting to the Portfolio Managers, this Investment Research Analyst will be responsible for the identification, analysis, diligence, and maintenance of positions that comprise Polen Capital Credit portfolios across all credit strategies. Polen Capital Credit (formerly DDJ Capital Management) is proud of 26 years of history of generating performance for its clients though concentrated, high conviction, fundamental research-driven approach to investing in high yield bonds and loans.

Responsibilities

• Provide industry coverage across all Polen Credit strategies and portfolios. This involves in-depth research of relevant industries and companies through analysis of available public and private information and providing buy/sell recommendations to Portfolio Managers
• Thoroughly research and analyze financial, legal and ESG aspects of every investment under coverage
• Develop and maintain a far-reaching network of contacts in the industry and the broader financial community to enhance idea generation and research
• Collaborate with Polen’s distribution and marketing efforts to maintain and grow assets under management. This will require work on information requests as well as giving presentations to clients and prospects

Qualifications

• Bachelor’s Degree
• 3+ years of experience in credit investing, particularly buy-side high-yield and leveraged loans
• In-depth experience in financial statement analysis, modeling, and valuation
• Purpose-Driven: Starts with Why – in service of our communities, our clients, and each other
• Accountable: Operates with autonomy and drives towards results
• Emotionally Intelligent: Demonstrates self-awareness and interpersonal skills
• Grit: Persists in the face of adversity
• Lifelong Learner: Employs a growth mindset and strives to become more

Additional Information

• Full-time Employee
• Location:
  
  Waltham, MA
• Less than 5% travel required
• Salary Range: $175K-$300K
• U.S. Permanent Work Authorization required
• Polen Capital is a ROWE (Results-Only Work Environment), offers competitive health benefits, paid parental leave, and annual individual learning budgets

Research shows that women and other underrepresented groups tend to apply only if they meet 100% of the criteria. We are committed to leveling the playing field, and we encourage women, men, people of color, veterans, the LGBTQ+ community, and those returning to the workforce to apply for positions even if they do not necessarily check every box outlined in the job description, including education level.

Polen Capital will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, please contact: talen

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.