Equity Analyst, Consumer
Core
Conduct fundamental research on Consumer Discretionary and Consumer Staples sectors to deliver actionable investment recommendations and support portfolio construction.
Role type
Senior IC equity analyst (consumer sector)
Builds
Financial models, forecasts, price targets, risk assessments, and investment theses
Domain
Financial services / Equity research / Consumer sector
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery
Required skills
Fundamental company and sector analysis, financial modeling, valuation, scenario analysis, earnings assessment, competitive positioning, investment thesis development
Preferred skills
Buy-side or sell-side experience, separately managed account experience, institutional investment environment experience
Technologies
N/A
Responsibilities
Conduct in-depth fundamental research on assigned sectors, industries, and companies; Build and maintain financial models, forecasts, price targets, risk assessments, and investment recommendations; Partner with portfolio managers and investment leadership to provide timely insights; Develop high-quality research reports, earnings updates, sector commentary, and presentations; Support advisor engagement activities and due diligence discussions; Maintain strong documentation, governance, and compliance practices
Seniority
Senior, hands-on IC