Equity Research – Analyst/Associate, Hardlines, Broadlines & Food Retail (New York)
Core
Conduct equity research on Hardlines, Broadlines, and Food Retail sectors (e.g., Walmart, Home Depot, Costco) to generate investment recommendations and support client investment decisions.
Role type
Analyst/Associate Equity Researcher
Builds
Research reports, earnings/valuation models, and investment recommendations
Domain
Financial Services / Equity Research / Retail & Consumer Goods
Required skills
Financial modeling, Excel (advanced), Financial analysis, Industry analysis, Written communication, Verbal communication, Data analysis, Primary research, PowerPoint
Preferred skills
CFA designation, Python
Technologies
Excel, Python, AI-enabled research tools
Responsibilities
Create and maintain earnings, valuation, and industry models; Translate data into insightful research reports with clear investment debates; Write research reports for initiations, updates, and earnings results; Develop relationships with investor relations personnel and management; Engage with institutional investors to communicate team views; Support internal sales and trading teams with sector analysis; Conduct industry diligence through surveys, conference calls, and channel checks; Collaborate with cross-functional teams on industry reports.