Experienced Investment Analyst - Consumer

Role Summary

Perform fundamental analysis of the consumer sector to identify the key trends and the best-positioned companies. Conducts interviews of company personnel on all levels, their competitors, suppliers, etc., as well as industry experts and Wall Street analysts; and communicates recommendations within the firm.

Responsibilities

• Conducts primary research on companies and industry by researching, reading financial statements & market data, interviewing  management team meetings and visiting companies in order to gain a deep understanding companies  within the sector.  This due diligence will help support an Analyst’s recommendations for buying/selling specific stocks.
• Makes recommendations to Portfolio Managers to buy/sell specific stocks that the Analyst feels will positively impact the performance of the portfolio.  This requires good judgment on the part of the Analyst.
• Positions ideas and convinces Portfolio Managers to act on a recommendation to buy/sell a stock.  This requires the Analyst to articulate to the Portfolio Manager the risk/reward payoff of the recommendation.
• Effectively follows up with the Portfolio Manager once they have executed on a recommendation made by the Analyst.  This requires the Analyst to provide constant feedback on all meaningful changes in the “story” of the stock to the Portfolio Manager to ensure they have adequate information to make future decisions on the stock.

Qualifications

Required:

• MBA with a minimum of 3-5 years of relevant work experience OR a minimum of 7+ years relevant investment research experience
• Prior primary stock coverage responsibility with a performance track record
• Academic excellence
• Passion for investing
• Knowledge of financial markets, typically Equities
• Level of maturity and judgment which gives confidence in stressful situations
• Competitive nature
• Strong interest in stocks
• Strong quantitative skills
• Strong writing skills; writing samples required

Preferred:

• CFA designation

FINRA Requirements

FINRA licenses are not required and will not be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to one day per week from home.