Equity Research Analyst, Consumer Discretionary

Alexander Chapman; New York (NY); Hybrid; USD 120,000 - 200,000; Full time

Job summary

Join a highly regarded investment firm as an Equity Research Analyst focusing on the Consumer Discretionary sector. This hybrid role in New York City offers a unique opportunity to conduct in-depth analysis and generate high-impact research for a sophisticated client base. Ideal candidates will have at least three years of experience in equity research or investment banking, with strong analytical skills and a passion for consumer-focused businesses. Collaborate with sales and trading teams while engaging with industry experts to provide valuable insights and investment ideas. This is a chance to make a significant impact in a dynamic and fast-paced environment.

Qualifications

• Minimum 3 years of experience in equity research or investment banking.
• Strong command of accounting and financial modeling techniques.

Responsibilities

• Conduct deep-dive analysis of companies in the Consumer Discretionary sector.
• Publish research reports and communicate insights to clients.

Skills

Equity Research

Financial Modeling

Valuation Techniques

Communication Skills

Education

Bachelor's Degree

MBA or Advanced Degree

Tools

FactSet

Bloomberg

CapIQ

Job description

Equity Research Analyst, Consumer Discretionary

Equity Research Analyst, Consumer Discretionary

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from Alexander Chapman

We’re partnering with a highly regarded sell-side investment firm with a strong footprint in equity research to find an experienced and insightful Equity Research Analyst for their Consumer Discretionary team. This hybrid NYC-based role offers a unique platform to generate high-impact, market-relevant research for a broad and sophisticated institutional client base.

This is a compelling opportunity for a motivated professional who has at least three years of experience in equity research, investment banking, or asset management, with a strong understanding of consumer-focused businesses. Our client values intellectual curiosity, market insight, and the ability to generate differentiated investment ideas.

Sector Focus:

A strong foundation in Consumer Discretionary is essential for this role. The ideal candidate will bring direct experience analyzing companies within this space, with familiarity across key sub-verticals considered a significant plus. Coverage includes, but is not limited to:

• Retail (both eCommerce and brick-and-mortar)
• Automobiles & Components
• Household & Personal Products
• Hotels, Restaurants & Leisure
• Luxury Goods
• Broadline & Specialty Retail
• Media & Entertainment (as it pertains to discretionary consumer behavior)

Key Responsibilities:

• Conduct deep-dive fundamental analysis of companies within the Consumer Discretionary space.
• Develop and maintain detailed financial models and forecasts.
• Publish regular research reports including earnings previews/reviews, initiations, and thematic notes.
• Communicate investment ideas and insights to the firm’s institutional client base through written research, calls, and meetings.
• Collaborate with sales and trading teams to support client interaction and market engagement.
• Engage with company management teams, industry experts, and corporate IR professionals.
• Monitor sector developments, macroeconomic trends, and competitive dynamics impacting coverage.

Ideal Candidate Profile:

• Minimum 3 years of relevant experience in equity research, investment banking, or buy-side analysis with a focus on the Consumer or related sectors.
• Strong command of accounting, financial modeling, and valuation techniques (DCF, comparables, etc.).
• Exceptional written and verbal communication skills, with a track record of producing high-quality, client-facing research.
• Series 65 license or CFA designation (or a willingness to obtain the Series 65 within a specified timeframe).
• Bachelor's degree required; MBA or relevant advanced degree is a plus.
• Highly organized, detail-oriented, and capable of working independently in a fast-paced environment.
• Experience using platforms like FactSet, Bloomberg, CapIQ, or similar tools.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Analyst, Finance, and Research

• Industries

  Investment Management, Investment Banking, and Financial Services

Referrals increase your chances of interviewing at Alexander Chapman by 2x

Get notified about new Equity Research Analyst jobs in New York City Metropolitan Area.

Tax Senior Analyst-Financial Services-Customer Tax Operations and Reporting-EDGE-Open US location

Investment Banking - Financial Institutions Group - Analyst

New York City Metropolitan Area $120,000.00-$200,000.00 1 day ago

Director, Equity Sales Trader; Global Banking & Markets; New York, New York

New York City Metropolitan Area 3 weeks ago

BUSINESS ANALYST - ALTERNATIVE INVESTMENT SERVICES

Equity Research, Vice President - Software

Equity Research Associate - Biotechnology

New York, NY $120,000.00-$190,000.00 1 month ago

Controllers, Financial Reporting - Legal Entity, Analyst, Jersey City

New York, NY $175,000.00-$225,000.00 4 days ago

New York City Metropolitan Area 11 hours ago

Global Investment Research, Global Macro Research, Structured Credit Research, Analyst

Equity Research Associate - Biotechnology

Equity Research Associate - Biotechnology

Equity Research Senior Associate, BioTech, AVP, New York, NY

New York, NY $175,000.00-$200,000.00 3 weeks ago

Financial Regulatory Rules Interpretation Sr. Tech Lead Analyst – C14/SVP- Long Island City

Senior Financial Operations Analyst (Research Intelligence)

New Hyde Park, NY $66,220.00-$108,180.00 4 days ago

Equity Research VP (Energy & Power - midstream)

New York, NY $175,000.00-$235,000.00 1 week ago

New York, NY $90,000.00-$100,000.00 11 months ago

Sr. SEC Financial Reporting Analyst with GAAP Reporting

Investment Banking - Mergers & Acquisitions Mid-Cap - Analyst

New York, NY $137,500.00-$162,500.00 6 days ago

Analyst, Investment Banking, Sponsors U.S. - New York, NY

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.