Research Associate, Consumer

Wellington Management Co; Boston (MA); On-site; 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

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

About the Role

We are seeking an Equity Research Associate (RA) to join our Global Industry Research Consumer Team. In this role, the RA will work closely with a senior Global Industry Analyst (GIA) to support coverage within the consumer staples sector, while also drawing on broader consumer sector knowledge across consumer discretionary, retail, brands, restaurants, leisure, and related subsectors.

Responsibilities

• Maintaining industry and comparative valuation models across consumer staples companies, while incorporating relevant read-throughs from the broader consumer sector;
• Building and maintaining company financial models with a focus on revenue growth, margins, pricing, market share, channel mix, inventory trends, cash flow generation, and other consumer staples-specific drivers;
• Assessing category growth, competitive positioning, brand strength, consumer demand, pricing power, distribution strategy, and execution risk across staple categories and adjacent consumer end markets;
• Analyzing company results, industry data, consumer spending trends, point-of-sale and channel data, web traffic, app engagement, foot traffic, supply chain indicators, and other datasets to evaluate company fundamentals and competitive dynamics;
• Performing ongoing due diligence across the global consumer staples landscape, identifying emerging investment opportunities and key risks across established and evolving categories;
• Executing complex analytical projects that leverage alternative data, AI, and other tools under tight time constraints;
• Staying abreast of relevant company, industry, macroeconomic, and consumer materials, including earnings releases, management commentary, industry conferences, retail data, brand developments, input cost trends, and regulatory or policy changes impacting the sector;
• Contributing to idea generation across both long and short investment opportunities.

ESSENTIAL SKILLS

Analytical acumen and passion for markets –The ideal candidate will possess strong financial modeling skills and the ability to analyze company, industry, consumer, macroeconomic, channel, and alternative datasets, while leveraging AI and data tools to drive deeper and more efficient research. Experience modeling revenue drivers, margin structures, pricing, market share, unit economics, working capital, and cash flow is highly valued. Intellectual curiosity and a passion for understanding the drivers of consumer staples demand, brand strength, retail execution, pricing power, and business model durability are essential. Judgment and investment focus – Successful candidates will demonstrate an ability to prioritize the most relevant information across the consumer staples landscape while incorporating broader consumer sector context where relevant. A discerning analytical mindset and the ability to focus on the key drivers of value creation, including category growth, market share, pricing power, margins, cash flow, competitive positioning, and execution, will be important. Superior collaboration skills – The Research Associate will contribute meaningfully to the research efforts of the consumer team while building strong working relationships across the firm. The ability to communicate investment views clearly, both verbally and in writing, and participate in a constructive investment dialogue is essential. Growth mindset – This role requires initiative, independence, and strong ownership of research responsibilities. The successful candidate will be proactive in identifying opportunities, deepening their expertise, and contributing to the team's investment process.

QUALIFICATIONS

• A minimum of 2 years of relevant investment or equity research experience;
• Strong data and technology skills, including experience using AI and tools to screen, rank, and analyze large stock universes;
• Experience analyzing consumer staples companies is preferred but not required, with relevant experience also coming from broader consumer discretionary, retail, brands, restaurants, leisure, or related consumer companies, including revenue drivers, market share, margins, channel dynamics, consumer behavior, and industry datasets;
• Financial modeling experience, including valuation frameworks for consumer companies and an understanding of revenue, margin, cash flow, balance sheet, and return profile drivers;
• High level of intellectual curiosity and willingness to engage deeply with company, industry, consumer, macroeconomic, competitive, operational, and financial material;
• Sound judgment, strong work ethic, and the highest level of personal and professional integrity;
• Ability to work independently and make decisions in the face of uncertainty;
• Strong organizational skills and attention to detail;
• Excellent written and verbal communication skills;
• and Superior academic credentials; an undergraduate degree is required. Business, economics, finance, accounting, data science, marketing, statistics, or related analytical backgrounds are advantageous. Progress toward CFA/CAIA levels is additive.

We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds. As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to race, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [e-mail].

At Wellington Management, our approach to compensation is designed to help us attract, inspire and retain the best talent in our industry.We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: no range available This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/ or Incentives, if eligible. In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)

We believe that in person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week. We believe that this approach ultimately supports our mission to deliver investment excellence to our clients and their beneficiaries over the long term.

Tracing our history to 1928, Wellington Management is one of the world’s largest independent investment management firms. We serve as a trusted adviser to clients in over 60 countries, visit our website to see our assets under management. Our innovative investment solutions are built on the strength of proprietary, independent research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies. As a private partnership whose sole business is investment management, our long-term views and interests are aligned with those of our clients. We are committed to attracting a talented and diverse workforce, and to fostering an open, collaborative culture of inclusivity because we believe multiple perspectives lead to more informed investment and business decisions. As an Equal Opportunity Employer, we welcome people with diverse life experiences, fresh ideas, and specialized subject-matter expertise. We believe that in person interactions inspire and energize our community and are essential to our culture. For more information, please visit https://www.wellington.com/en/