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