1 день назад
Research Associate, Consumer (Equity Research)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Research Associate, Consumer (Equity Research): Building and maintaining consumer-sector financial and valuation models while analyzing company fundamentals, industry data, consumer trends, and alternative datasets with an accent on consumer staples, pricing power, market share, margins, and cash flow. Focus on evaluating competitive dynamics, identifying long and short investment opportunities, and executing complex AI- and data-driven research projects under tight time constraints.
Location: Boston, MA, United States; employees work from the office four days a week with flexibility to work remotely one day a week.
Company
is a private investment management partnership providing research-driven investment solutions for institutional clients across global capital markets.
What you will do
- Support a senior Global Industry Analyst in researching the consumer staples sector and broader consumer industries.
- Maintain industry, comparative valuation, and company financial models covering revenue growth, margins, pricing, market share, inventory, working capital, and cash flow.
- Assess category growth, competitive positioning, brand strength, consumer demand, pricing power, distribution strategy, and execution risk.
- Analyze company results, industry and consumer datasets, point-of-sale and channel data, web traffic, app engagement, foot traffic, and supply chain indicators.
- Perform ongoing due diligence, identify investment opportunities and risks, and contribute to long and short investment ideas.
- Execute complex analytical projects using alternative data, AI, and other technology tools under tight time constraints.
Requirements
- At least two years of relevant investment or equity research experience.
- Strong financial modeling and valuation skills, including experience analyzing revenue drivers, margins, market share, unit economics, working capital, cash flow, and balance sheets.
- Strong data and technology skills, including experience using AI and tools to screen, rank, and analyze large stock universes.
- Ability to analyze consumer, industry, macroeconomic, competitive, operational, financial, and alternative datasets.
- Strong written and verbal communication, judgment, organization, attention to detail, independence, and collaboration skills.
- An undergraduate degree is required; relevant fields include business, economics, finance, accounting, data science, marketing, and statistics.
Nice to have
- Experience analyzing consumer staples, consumer discretionary, retail, brands, restaurants, leisure, or related consumer companies.
- Progress toward CFA or CAIA credentials.
Culture & Benefits
- Collaborative investment culture that encourages independent thought, constructive debate, and long-term perspectives.
- Retirement plan, health, dental, vision, pharmacy, health savings account, and flexible spending account coverage.
- Life and disability insurance, employee assistance, adoption assistance, backup childcare, tuition and CFA reimbursement.
- Paid holidays, sick time, vacation, volunteer time, and other leave benefits.
- Flexible hybrid schedule with four days in the office and one remote day per week.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
2 дня назад
Program Associate / Senior Associate (Consumer Brands & AI)
150 000 - 185 000$
4 дня назад
Research Analyst (AI Networking)
4 дня назад
Research Intern (Semiconductors/AI)
4 дня назад
2-Year Associate, Direct Lending (Summer 2027)
150 000$
2 дня назад
Corporate Development Senior Associate
117 800 - 207 200$
4 дня назад