Senior Consumer Equity Analyst: Research & Portfolio Impact

Threadneedle group; Charlotte (MI); Hybrid; USD 158,000 - 237,000; Full time

Job summary

Threadneedle group in the United States is seeking a Consumer Sector Equity Analyst to conduct fundamental research across consumer discretionary and staples, build financial models, and generate actionable investment recommendations. You will collaborate with portfolio managers and advisors, prepare research reports, and support portfolio construction and client communications.

A 7+ year track record in equity research is required; a Bachelor's in Finance/Economics is expected, with MBA or CFA

Qualifications

• 7+ years of equity research experience in consumer sector or related field.

Responsibilities

• Conduct in-depth fundamental research on consumer sectors and companies, including financial analysis and investment thesis development.
• Build and maintain financial models, forecasts, price targets, and risk assessments to support portfolio construction.
• Develop research reports, earnings updates, sector commentary, and presentations for internal stakeholders and advisors.
• Translate complex analysis into clear investment perspectives for advisor engagement and due diligence discussions.

Skills

Financial modeling

Valuation

Scenario analysis

Investment recommendations

Communication skills

Collaboration

Influencing skills

Education

Bachelor's degree in Finance, Economics, Accounting, Business

MBA or CFA designation preferred

Tools

Excel

Job description

Threadneedle group in the United States is seeking a Consumer Sector Equity Analyst to conduct fundamental research across consumer discretionary and staples, build financial models, and generate actionable investment recommendations. You will collaborate with portfolio managers and advisors, prepare research reports, and support portfolio construction and client communications.

A 7+ year track record in equity research is required; a Bachelor's in Finance/Economics is expected, with MBA or CFA