Research Associate, Consumer

Wellington Management•Boston, MA

7d•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, primarily supporting coverage of the consumer staples sector while drawing on knowledge of broader consumer sectors, including consumer discretionary, retail, brands, restaurants, and leisure. The role involves fundamental and valuation analysis, company and industry research, ongoing due diligence, and contribution to long and short investment ideas. The associate will also use alternative data, AI, and other analytical tools to support research under tight time constraints. The ideal candidate brings strong financial modeling and data skills, investment judgment, curiosity about consumer markets, and the ability to communicate and collaborate effectively. An undergraduate degree and at least two years of relevant investment or equity research experience are required. Consumer staples experience is preferred but not required. Wellington Management describes its compensation as including salary, variable compensation, and benefits. The stated salary range is unavailable. The role follows an in-office schedule of four days per week, with flexibility to work remotely one day per week.

Requirements

At least 2 years of relevant investment or equity research experience.
Strong financial modeling skills, including experience with revenue drivers, margins, pricing, market share, unit economics, working capital, cash flow, and consumer-company valuation frameworks.
Strong data and technology skills, including experience using AI and tools to screen, rank, and analyze large stock universes.
Understanding of revenue, margin, cash flow, balance sheet, and return-profile drivers.
Intellectual curiosity and willingness to engage deeply with company, industry, consumer, macroeconomic, competitive, operational, and financial materials.
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.
An undergraduate degree is required.
Superior academic credentials.

Nice To Haves

Experience analyzing consumer staples companies; broader consumer discretionary, retail, brands, restaurants, leisure, or related consumer-company experience is also relevant.
Business, economics, finance, accounting, data science, marketing, statistics, or another analytical academic background.
Progress toward CFA or CAIA levels.

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, and other consumer staples-specific 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 company 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 affecting the sector.
Contribute to idea generation across long and short investment opportunities.
Build working relationships across the firm and contribute to the consumer team's research efforts.
Communicate investment views clearly in writing and verbally and participate in constructive investment dialogue.
Take initiative and ownership of research responsibilities, independently identifying opportunities and deepening expertise.

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 and CFA reimbursement
Paid time off, including leave of absence, paid holidays, volunteer, sick, and vacation time
Salary and variable compensation; eligible employees may also receive a discretionary Corporate Bonus and/or incentives