Global Industry Analyst, Consumer

About the role

We are seeking an experienced equity investor to be a key member of our Consumer team within Global Industry Research (GIR) with responsibility for conducting research and making investment recommendations within the Apparel & Retail industry.

Responsibilities

• Conduct thorough research and make investment recommendations within the Apparel & Retail industry.
• Generate superior investment returns through fundamental company, sector and industry research and analysis.
• Set and execute your own research agendas, reflecting your individual philosophy and process.
• Be a thought leader in the Apparel & Retail industry, providing differentiated investment insights and guiding portfolio managers.
• Manage significant client assets across multiple concentrated alpha sleeves as part of our $150 billion research portfolios suite of products.
• Influence investment decision making of portfolio managers through active participation in discussions and development of investment ideas.

Requirements

• A minimum of 8+ years of consumer investing experience, ideally with specific risk-taking experience in apparel and retail companies.
• Identify key drivers of an industry, company, and stock, and creatively think through innovation and long-term winners and losers.
• Discern the primary factors influencing a specific industry and the companies within it.
• Exceptional analytical and valuation skills, able to make meaningful connections across a given sector.
• Global perspective and strategic thinking within the Consumer sector.
• Dedication to fiduciary responsibility, with a commitment to achieving positive client outcomes and upholding ethical standards.
• Ability to prioritize effectively and independently, taking full accountability and ownership of the narrative.

Qualifications

• Strong academic credentials; MBA or CFA/CAIA strongly preferred.
• Proven ability to develop deep, long-term relationships with company management teams.
• Willingness to work with others to build on ideas, expand the volume of stocks discussed, and embrace opposing views.
• Effective communication and collaboration skills, with the ability to influence investment decision making of portfolio managers.
• Growth mindset, relentlessly self-reflective, focused on 'getting better' in skills and decision-making, and a desire to learn from and embrace different perspectives.
• Work ethic, grit, and intense desire to 'win' (against market versus one another).
• Ability to prioritize effectively and independently, taking full accountability and ownership of the narrative.

Benefits

At Wellington Management, our approach to compensation is designed to help us attract, inspire, and retain the best talent in our industry. We strive to pay employees fairly and competitively across all levels and roles. Our approach to compensation considers all aspects of total compensation; all employees are eligible to receive salary, variable compensation, and benefits. The base salary range for this position is: USD 90,000 - 180,000. This range takes into account the wide range of factors that are considered when making compensation decisions, including but not limited to skill sets; role; skills and experience; certifications; and education. This range is an estimate, and further details on salary and total compensation aspects will be shared with candidates during the recruitment process. Base salary is only one component of Wellington’s total compensation approach. Other rewards may include a discretionary Corporate Bonus and/or Incentives, if eligible. In addition, we offer a comprehensive and high-value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement, and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time). We believe that in-person interactions inspire and energize our community and are essential to our culture. In support of this commitment, our employees work from our offices 4 days a week with flexibility to work remotely 1 day a week.