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, drawing on broader consumer-sector knowledge across consumer discretionary, retail, brands, restaurants, leisure, and related subsectors. The role involves financial and valuation modeling, fundamental and industry analysis, ongoing due diligence, and contribution to long and short investment idea generation. It also includes complex analytical projects using alternative data, AI, and other tools. Employees work in the office four days a week, with flexibility to work remotely one day a 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 valuation frameworks for consumer companies and understanding of revenue, margin, cash flow, balance sheet, and return profile drivers.
• Strong analytical and prioritization skills, including the ability to focus on key drivers of value creation and assess company, industry, consumer, macroeconomic, channel, and alternative datasets.
• Intellectual curiosity and willingness to engage deeply with company, industry, consumer, macroeconomic, competitive, operational, and financial material.
• Sound judgment, strong work ethic, and high 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 and ability to collaborate across the firm.
• Undergraduate degree required.
• Initiative, independence, and ownership of research responsibilities.

Nice To Haves

• Experience analyzing consumer staples companies.
• Relevant experience with consumer discretionary, retail, brands, restaurants, leisure, or related consumer companies, including revenue drivers, market share, margins, channel dynamics, consumer behavior, and industry datasets.
• Academic background in business, economics, finance, accounting, data science, marketing, statistics, or a related analytical field.
• Progress toward CFA or CAIA levels.
• Superior academic credentials.

Responsibilities

• Maintain industry and comparative valuation models across 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 investment opportunities and 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 relevant regulatory or policy changes.
• Contribute to long and short investment idea generation.
• Communicate investment views and participate in constructive investment dialogue.

Benefits

• Salary and variable compensation; eligible employees may also receive a discretionary Corporate Bonus and/or incentives.
• Retirement plan.
• Health and wellbeing coverage, including dental, vision, and pharmacy coverage.
• Health savings account and 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.
• Flexible work environment, with remote work flexibility one day a week.

What This Job Offers

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