Equity Analyst (Consumer)

Location: Minneapolis, Minnesota, United States. Hybrid schedule with at least four days per week in the office and up to one day working from home.

Base salary: $158,000–$237,000 per year, plus potential variable compensation and long-term incentives.

Company

Diversified financial services firm providing financial planning and advice, asset management, and insurance and annuity solutions to individual, small business, and institutional clients.

What you will do

• Conduct fundamental research across the Consumer Discretionary and Consumer Staples sectors.
• Build and maintain financial models, forecasts, price targets, risk assessments, and investment recommendations.
• Partner with portfolio managers and investment leadership on holdings, candidate investments, benchmark performance, and portfolio changes.
• Prepare research reports, earnings updates, sector commentary, thematic publications, and presentations.
• Support advisor engagements, educational events, webinars, and due diligence discussions.
• Maintain documentation, governance, and compliance standards for research and investment recommendations.

Requirements

• 7+ years of experience in consumer-sector equity research, investment analysis, asset management, or a related investment function.
• Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field.
• Strong financial modeling, valuation, scenario analysis, and investment recommendation skills.
• Experience developing buy, hold, and sell investment theses.
• Excellent communication, collaboration, and presentation skills.
• Must have U.S. work authorization that does not now or in the future require visa sponsorship.

Nice to have

• MBA, CFA designation, or another advanced degree.
• Experience in buy-side, sell-side, registered investment advisor, separately managed account, or institutional investment environments.
• Applicable securities licenses or registrations, or the ability to obtain them within the required timeframe.

Culture & Benefits

• Collaborative, relationship-based investment environment with face-to-face collaboration.
• Vacation and sick time.
• 401(k) plan.
• Health, dental, and life insurance.
• Potential bonus, commissions, and long-term incentives depending on the role.