Research Associate, Consumer

Wellington Management • Boston, MA

8d • Hybrid

About The Position

Wellington Management is seeking an Equity Research Associate to join its Global Industry Research Consumer Team. The associate will work closely with a senior Global Industry Analyst to support coverage of the consumer staples sector and apply broader consumer sector knowledge across consumer discretionary, retail, brands, restaurants, leisure, and related subsectors. The role involves financial and valuation modeling, company and industry analysis, ongoing due diligence, and contribution to long and short investment idea generation. The associate will use company, industry, consumer, macroeconomic, channel, and alternative datasets—including AI and other analytical tools—to evaluate business fundamentals, competitive dynamics, opportunities, and risks. Employees work from the office four days per week and may work remotely one day per week.

Requirements

• At least 2 years of relevant investment or equity research experience.
• Strong data and technology skills, including experience using AI and tools to screen, rank, and analyze large stock universes.
• Financial modeling experience, including consumer-company valuation frameworks and understanding of revenue, margin, cash flow, balance sheet, and return-profile drivers.
• Strong analytical ability to evaluate company, industry, consumer, macroeconomic, channel, and alternative datasets.
• Intellectual curiosity and willingness to engage deeply with company, industry, consumer, macroeconomic, competitive, operational, and financial materials.
• Sound judgment, strong work ethic, and the highest level of personal and professional integrity.
• Ability to work independently and make decisions amid uncertainty.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• An undergraduate degree is required.
• Superior academic credentials.

Nice To Haves

• Experience analyzing consumer staples companies is preferred but not required; relevant experience may also come from consumer discretionary, retail, brands, restaurants, leisure, or related consumer companies.
• Experience with consumer-company revenue drivers, market share, margins, channel dynamics, consumer behavior, and industry datasets.
• Business, economics, finance, accounting, data science, marketing, statistics, or another related analytical academic background.
• Progress toward CFA or CAIA levels.

Responsibilities

• Maintain industry and comparative valuation models for consumer staples companies, incorporating relevant insights from the broader consumer sector.
• Build and maintain company financial models focused on revenue growth, margins, pricing, market share, channel mix, inventory trends, cash flow generation, and other consumer staples drivers.
• Assess category growth, competitive positioning, brand strength, consumer demand, pricing power, distribution strategy, and execution risk across staple categories and adjacent consumer end markets.
• Analyze company results, industry data, consumer spending trends, point-of-sale and channel data, web traffic, app engagement, foot traffic, supply chain indicators, and other datasets to evaluate fundamentals and competitive dynamics.
• Perform ongoing due diligence across the global consumer staples landscape and identify emerging investment opportunities and key risks.
• Execute complex analytical projects using alternative data, AI, and other tools under tight time constraints.
• Monitor company, industry, macroeconomic, and consumer materials, including earnings releases, management commentary, industry conferences, retail data, brand developments, input cost trends, and regulatory or policy changes.
• Contribute to idea generation across long and short investment opportunities.
• Communicate investment views clearly in writing and verbally, participate in constructive investment dialogue, and collaborate with colleagues across the firm.
• Take initiative and ownership of research responsibilities, identify opportunities, deepen expertise, and contribute to the team's investment process.

Benefits

• Retirement plan
• Health and wellbeing coverage
• Dental coverage
• Vision coverage
• 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, including leave of absence, paid holidays, volunteer, sick, and vacation time
• Eligible employees may receive a discretionary Corporate Bonus and/or incentives
• Comprehensive benefits package for employees and their families

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level