Equity Analyst - Consumer Discretionary

The Analyst will perform bottom-up fundamental research within the Consumer Staples and Discretionary sectors with particular focus on Food, Beverage & Tobacco, Household & Personal Products, and Consumer Services for the purpose of making buy and sell recommendation to Portfolio managers across the US Equities platform.

Key Responsibilities:

• Maintain bottom-up research coverage on assigned industries
• Independently and thoughtfully conduct equity research
• Generate, develop, and present new investment ideas as well as monitor current investments for all active US equity strategies along with the “best ideas” research portfolio
• Build and maintain complete company models, create income statement and balance sheet forecasts, and perform valuation analysis
• Apply economic value added (EVA) analysis and valuation to fundamental models
• Convey information verbally and through written notes and reports such as industry reviews, company evaluation analyses, and quarterly company updates
• Frequent and informal communication with portfolio managers on industry and stocks in their portfolios
• Initiate and maintain contacts with company managements

Requirements:

• Bachelor’s degree plus MBA and/or CFA, strongly preferred
• 10-20 years of equity research experience within at least Consumer Staples
• Exceptional knowledge of the Consumer sectors
• Strong fundamental analytical skills
• Seasoned and proven judgment and thought process in the field of research
• Consistent and strong investment performance
• Advanced financial modeling and valuation skills
• Excellent communication skills, both written and verbal
• Team player mentality