Job Description

a$5 billion in assets, specializing in long/short equity strategies across global markets. Based in the heart of Manhattan, we foster a collaborative, high-performance culture where intellectual curiosity drives outsized results.

The Role

We are seeking a talented Consumer Analyst to join our Consumer Staples & Discretionary team. In this pivotal role, you will conduct in-depth research on consumer-facing companies, generate actionable investment theses, and support portfolio managers in executing high-conviction trades. 

Key Responsibilities

• Perform fundamental analysis of consumer companies, including financial modeling, valuation, and competitive benchmarking across sub-sectors like retail, food & beverage, apparel, and e-commerce.
• Monitor macroeconomic trends, consumer behavior shifts, and regulatory changes impacting the sector; synthesize insights into concise research reports.
• Build and maintain detailed financial models (DCF, LBO, comps) to evaluate investment opportunities and risks.
• Collaborate with portfolio managers to pitch ideas, refine strategies, and track performance of existing positions.
• Conduct due diligence on potential investments, including channel checks, supplier audits, and management meetings.
• Stay ahead of industry developments through primary research, conferences, and data analytics tools.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field; MBA or CFA preferred.
• 2-5 years of experience in equity research, investment banking, or consulting focused on consumer sectors (sell-side or buy-side experience a plus).
• Strong proficiency in financial modeling (Excel advanced; familiarity with Bloomberg, FactSet, or Capital IQ).
• Passion for consumer trends, with a keen eye for what drives brand loyalty and spending habits.
• Excellent analytical skills, attention to detail, and the ability to thrive in a fast-paced, idea-meritocratic environment.
• Outstanding communication skills, with the ability to distill complex data into clear, persuasive narratives.

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