Global Industry Analyst, Consumer

Wellington Management•Boston, MA

1d•Hybrid

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 subject matter experts for their sectors, tasked with generating superior investment returns through fundamental company, sector, and industry research and analysis. They set their own research agendas, are expected to be thought leaders, and demonstrate a consistent ability to generate differentiated investment insights. Successful GIA’s can effectively guide a broad range of diversified Portfolio Managers (PMs) towards compelling investment ideas. The GIA team also manages significant client assets across multiple concentrated alpha sleeves within the firm's research portfolios. GIAs influence a broader range of portfolio managers across various investment styles, regions, and time horizons. The firm's investment culture thrives on rigorous debate of insights and theses, with GIAs at the core of this debate, aiming to generate 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.
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.
Ability to make meaningful connections across a given sector.
A global perspective and orientation.
Ability to think strategically and tactically within the Consumer sector.
Dedication to fiduciary responsibility.
Unwavering commitment to achieving positive client outcomes.
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.
Desire to learn from and embrace different perspectives.
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.
Guiding portfolio managers into compelling and differentiated investment ideas.
Managing client assets across multiple concentrated alpha sleeves.
Influencing investment decision making of portfolio managers.
Contributing to rigorous debate of insights, assumptions, and theses.
Developing deep, long-term relationships with company management teams.
Building strong and trusting relationships through respectful and rigorous debate of action-oriented investment ideas and stocks.
Working with others to build on ideas and expand the volume of stocks discussed.
Embracing opposing views.
Speaking and writing concisely, with conviction and action orientation.
Being relentlessly self-reflective and focused on improving skills and decision-making.
Learning from and embracing different perspectives.
Seeking out and incorporating feedback.
Incorporating new tools, data, and technology into the 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)