Global Industry Analyst, Consumer
About The Position
Wellington Management is seeking an experienced equity investor to join their Consumer team within Global Industry Research (GIR). This role is responsible for conducting research and making investment recommendations within the Apparel & Retail industry. Global Industry Analysts (GIA's) are the firm's subject matter experts for their respective sectors, tasked with generating superior investment returns through fundamental company, sector, and industry research and analysis. GIA's are expected to set their own research agendas, be thought leaders, and demonstrate a consistent ability to generate differentiated investment insights. The GIA team also serves as Portfolio Managers, managing significant client assets across multiple concentrated alpha sleeves within the firm's research portfolios. GIAs influence a broad range of portfolio managers across various investment styles and strategies, contributing to rigorous debate of insights and assumptions to achieve superior investment returns for clients.
Requirements
- A minimum of 8+ years of consumer investing experience, ideally with specific risk-taking experience in apparel and retail companies.
- Skill to identify key drivers of an industry, company and stock, and creativity to think through innovation/long term stock winners and losers.
- The capacity to discern the primary factors influencing a specific industry and the companies within it.
- Exceptional analytical and valuation skills and the ability to make meaningful connections across a given sector.
- A global perspective and orientation, with the ability to think strategically and tactically within the Consumer sector.
- Dedication to fiduciary responsibility, with an unwavering commitment to achieving positive client outcomes, and upholding the highest standards of personal and professional integrity and ethics.
- Ability to prioritize effectively and independently, taking full accountability and ownership of the narrative.
- Stock Picking Acumen, Alpha Generating Skill and Passion.
- Ability to be forward-looking, comprehend the factors influencing a stock, and discern its critical drivers.
- Demonstrated track record of successful stock recommendations based on a philosophy and process that enables the consistent generation of alpha across the consumer sector.
- Comfort with ambiguity and taking risk.
- Highly analytical and discerning mindset with robust risk and valuation framework.
- Creative and differentiated approach to identifying emerging company, sector trends and key inflection points with data agility and ability to build own data sets.
- Intellectual curiosity and differentiated thinking that translate into research insights.
- Proven ability to develop deep, long-term relationships with company management teams.
- Ability to influence investment decision making of portfolio managers.
- Speak and write concisely, with conviction and action orientation.
- Relentlessly self-reflective and focused on ‘getting better’ – in their skills and decision-making.
- Desire to learn from and embrace different perspectives.
- Seek out and incorporate feedback with a desire to constantly learn and improve.
- Work ethic, grit and intense desire to ‘win’ (against market versus one another).
Nice To Haves
- MBA or CFA/CAIA strongly preferred.
Responsibilities
- Conducting research and making investment recommendations within the Apparel & Retail industry.
- Generating superior investment returns through fundamental company, sector and industry research and analysis.
- Setting research agendas based on individual philosophy and process.
- Being a thought leader in their respective sectors.
- Generating differentiated investment insights.
- Managing client assets across multiple concentrated alpha sleeves.
- Influencing investment decision making of portfolio managers.
- Contributing to rigorous debate of insights, assumptions and thesis.
- Incorporating new tools, data and technology into research process.
Benefits
- retirement plan
- health and wellbeing
- dental
- vision
- pharmacy coverage
- health savings account
- flexible spending accounts
- commuter program
- employee assistance program
- life and disability insurance
- adoption assistance
- back-up childcare
- tuition/CFA reimbursement
- paid time off (leave of absence, paid holidays, volunteer, sick and vacation time)
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What This Job Offers
Job Type
Full-time
Career Level
Senior
