Consumer Equity Analyst: Fundamental Research & Ideas

JW Michaels & Co.; New York (NY); Hybrid; USD 90,000 - 150,000; Full time

Job summary

JW Michaels & Co. is representing several established fundamental investment firms seeking Consumer Equity Analysts for opportunities in New York.

The roles range from junior analysts to experienced analysts joining a new Consumer team, covering Staples, Retail, Restaurants, and Gaming, Lodging & Leisure. The responsibilities include deep fundamental research, financial modeling, idea generation, and ongoing work on long and short investments, with direct exposure to senior decision-makers.

Qualifications

• Experience in fundamental equity research is required or preferred.
• Strong accounting, modeling and valuation skills.
• Interest in consumer sectors and public equity investing.
• Ability to develop independent conclusions and communicate them clearly.

Responsibilities

• Conduct fundamental research across Consumer companies.
• Build and maintain detailed financial models.
• Develop differentiated long and short investment ideas.
• Analyze earnings, company filings, industry trends and competitive dynamics.
• Conduct primary research, channel checks and expert calls.
• Identify key investor debates, catalysts and risks.
• Present conclusions directly to PMs and senior investors.
• Monitor existing positions and changes to the investment thesis.

Skills

Equity research

Consumer investing

Accounting skills

Financial modeling

Communication

Job description

JW Michaels & Co. is representing several established fundamental investment firms seeking Consumer Equity Analysts for opportunities in New York.

The roles range from junior analysts to experienced analysts joining a new Consumer team, covering Staples, Retail, Restaurants, and Gaming, Lodging & Leisure. The responsibilities include deep fundamental research, financial modeling, idea generation, and ongoing work on long and short investments, with direct exposure to senior decision-makers.