Research Associate, Consumer
Core
Support coverage within the consumer staples sector by building financial models, analyzing industry data and alternative datasets, and identifying investment opportunities.
Role type
Equity Research Associate (Consumer)
Builds
Investment recommendations and research reports for institutional clients
Domain
Financial Services / Equity Research
Required skills
Financial modeling, Valuation frameworks, Data analysis, Alternative data analysis, AI tools usage, Industry research
Preferred skills
Consumer staples experience, CFA/CAIA progress, Academic credentials in analytical fields
Technologies
AI tools, Data screening tools
Responsibilities
Maintain industry and comparative valuation models, Build company financial models, Assess category growth and competitive positioning, Analyze company results and consumer spending trends, Perform ongoing due diligence, Execute complex analytical projects using alternative data and AI, Contribute to idea generation for long and short opportunities