Equity Research Senior Associate (Consumer & Retail)

About the role

Consumer & Retail Equity Research Senior Associate based in New York, NY. Working on behalf of a leading investment bank's Equity Research platform, the role involves supporting a senior publishing analyst covering a broad universe of public consumer and retail companies. The position provides significant exposure to fundamental company analysis, primary research, financial modeling, earnings analysis, and direct interaction with institutional investors.

Responsibilities

• Maintain and develop detailed financial and valuation models
• Perform in-depth fundamental research on consumer and retail businesses
• Conduct channel checks and other forms of primary research to identify industry trends and company-specific developments
• Produce written research on earnings, company events, industry developments, and investment themes
• Analyze company financials, competitive positioning, and market dynamics
• Help prepare marketing materials and investor presentations
• Participate in management meetings, industry conferences, and client-facing events
• Engage with sales, trading, and institutional clients to communicate research insights

Requirements

• 3-7 years of experience in equity research, investment banking, buy-side research, or a related analytical role
• Strong financial modeling and accounting skills
• Demonstrated interest in public markets and investing
• Ability to synthesize large amounts of information into a clear investment thesis
• Excellent written and verbal communication skills
• Highly organized, intellectually curious, and comfortable working in a fast-paced environment
• Experience covering Consumer, Retail, E-Commerce, or adjacent sectors is preferred but not required

Benefits

• Competitive base salary and discretionary bonus
• Opportunity to join a well-regarded research franchise with strong institutional client relationships and a differentiated research process