Equity Research, Analyst/Associate, Consumer
Core
Support the Equity Research team in the Consumer space by conducting primary research, financial analysis, and due diligence on industry trends and company strategies.
Role type
Analyst/Associate Equity Researcher (Consumer)
Builds
Research reports, investment themes, and company coverage initiations for institutional clients.
Domain
Financial Services / Equity Research / Consumer Sector
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery
Required skills
Financial modeling, forecasting, primary data collection (surveys, polling, KOL interviews), critical thinking, written and verbal communication
Preferred skills
Investment banking experience, Series SIE/63/86/87 licensing, sector interest
Technologies
Financial modeling tools, polling platforms, survey tools
Responsibilities
Prepare financial models for analysis and client recommendations; maintain daily news flow awareness; conduct industry and company-specific research via primary data collection; assist in writing comprehensive research reports and coverage initiations; maintain relationships with company management, industry contacts, and institutional investors
Seniority
Associate, hands-on IC