AI-Driven Equity Research Associate, Consumer Staples

wellington; Boston (MA); On-site; USD 90,000 - 120,000; Full time

Job summary

Wellington Management is seeking an Equity Research Associate to join the Global Industry Research Consumer Team in Boston. You will support coverage within consumer staples and related sectors, collaborating with a senior analyst to enhance research quality and investment ideas.

The role emphasizes building and updating models, analyzing data-driven drivers of value, and leveraging AI to screen large stock universes. Strong collaboration and independent initiative are essential for success.

Qualifications

• 2+ years of relevant investment or equity research experience.
• Experience using AI and tools to screen, rank, and analyze large stock universes.
• Experience analyzing consumer staples preferred but not required, with related consumer sectors acceptable.
• Financial modeling experience with valuation frameworks for consumer companies.

Responsibilities

• Maintain industry and comparative valuation models for consumer staples.
• Build and maintain company financial models focused on revenue growth, margins, pricing, and cash flow.
• Assess category growth, brand strength, pricing power, distribution strategy, and execution risk.
• Analyze company results, consumer spending trends, data sources, and competitive dynamics.
• Conduct due diligence across global consumer staples with emerging opportunities and risks.
• Execute analytical projects leveraging alternative data and AI under tight deadlines.
• Stay updated on earnings, industry data, and regulatory changes impacting the sector.
• Contribute to idea generation for long and short investment opportunities.

Skills

Financial modeling

Equity research

Data analysis

AI tools

Tools

AI tools

Job description

Wellington Management is seeking an Equity Research Associate to join the Global Industry Research Consumer Team in Boston. You will support coverage within consumer staples and related sectors, collaborating with a senior analyst to enhance research quality and investment ideas.

The role emphasizes building and updating models, analyzing data-driven drivers of value, and leveraging AI to screen large stock universes. Strong collaboration and independent initiative are essential for success.