Equity Research Associate: Consumer Staples

Wellington Management Co; Boston (MA); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Retirement plan

Health and wellbeing benefits

Paid time off

Job summary

Wellington Management seeks an Equity Research Associate to join the Global Industry Research Consumer Team in Boston. The RA will support coverage of consumer staples and related sectors, collaborating with a senior analyst to deepen insights and investment ideas.

The role emphasizes strong financial modeling, data analysis, and the use of AI tools, with opportunities to contribute to both long and short investment opportunities.

Qualifications

• Proficiency in financial modeling and company/industry analysis.
• Ability to analyze revenue drivers, margins, cash flow and drivers of value.
• Familiarity with data tools and AI in research workflows.

Responsibilities

• Maintain and build financial models for consumer staples coverage.
• Analyze company results, consumer trends and competitive dynamics.
• Execute research with access to alternative data sources and AI tools.
• Contribute to idea generation for long and short opportunities.

Skills

Financial modeling

AI/data tools

Data analysis

Strong communication

Education

Bachelor’s degree in a relevant field

Tools

Excel

Financial databases

Job description

Wellington Management seeks an Equity Research Associate to join the Global Industry Research Consumer Team in Boston. The RA will support coverage of consumer staples and related sectors, collaborating with a senior analyst to deepen insights and investment ideas.

The role emphasizes strong financial modeling, data analysis, and the use of AI tools, with opportunities to contribute to both long and short investment opportunities.