Equity Analyst - Consumer Discretionary

Boston, Massachusetts (US)
Up to $210,000 per year + bonus and benefits
Apr 25, 2019
Jun 24, 2019
CFA Charterholder
Employment Type
Full Time

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


  • 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

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