Equity Research Associate, Consumer Sector

Investor Strides LLC; Boston (MA); On-site; USD 65,000 - 150,000; Full time

Job summary

A leading investment firm is seeking an Equity Research Associate focused on the consumer sector, particularly in restaurants, gaming, and leisure. This critical role involves collaboration with senior analysts, maintaining financial models, and identifying emerging research trends in a fast-paced environment. Candidates should have a strong financial background with at least two years of relevant experience and an undergraduate degree.

Qualifications

• Minimum of 2 years of investment experience, preferably in finance.
• Strong financial modeling skills and analytical capabilities.
• Effective communication skills, both written and verbal.

Responsibilities

• Maintain industry and comparative valuation models.
• Perform continuous due diligence on consumer discretionary companies.
• Build and maintain financial models on prospective investments.

Skills

Financial modeling

Analytical capabilities

Communication skills

Attention to detail

Education

Undergraduate degree

Progress with CFA/CAIA

Job description

Job Listing Summary

Equity Research Associate, Consumer Sector

Location: Boston, United States

Company: Wellington Management Company LLP

Employment Type: Full-Time

Date Posted: April 16, 2025

Role Overview

The Equity Research Associate will join the Global Industry Research Consumer Team, focusing on public companies in the consumer sector, particularly in restaurants, gaming, and leisure. The role involves collaboration with senior analysts and requires a passion for consumer markets and investment management.

Key Responsibilities

• Maintain industry and comparative valuation models.
• Perform continuous due diligence on consumer discretionary companies.
• Build and maintain financial models on prospective investments.
• Complete complex analytical projects under tight deadlines.
• Stay updated on relevant company and industry communications.
• Identify emerging research trends and investable developments.

Required Experience

• Minimum of 2 years of investment experience, preferably in finance.
• Experience in sell-side equity research, investment banking, or private equity covering the consumer sector.

Qualifications

• Strong financial modeling skills and analytical capabilities.
• Ability to work independently and make decisions under uncertainty.
• Effective communication skills, both written and verbal.
• Undergraduate degree required; progress with CFA/CAIA is a plus.
• Demonstrated analytical ability and attention to detail.
• Strong work ethic and integrity.

Compensation

Base salary range: USD 65,000 - 150,000, with additional compensation components and benefits.