Global Industry Analyst, Consumer

About this role

About Us

Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

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.  

Our Global Industry Analysts (GIA’s) are the firm’s subject matter experts for their respective sectors.  Their job is to generate superior investment returns through fundamental company, sector and industry research and analysis. GIA’s set their own research agendas which are core to their individual philosophy and process. They are expected to be thought leaders in their respective sectors. Our most successful GIA’s demonstrate a consistent ability to generate differentiated investment insights and effectively guide a broad range of diversified PMs into what they view as the most compelling and differentiated investment ideas across their opportunity set. Our GIA team also serves as Portfolio Managers. They have the privilege of managing significant client assets across multiple concentrated alpha sleeves as part of our $150 billion research portfolios suite of products in addition to other client solutions. 

Our GIA's impact extends far beyond the research they are doing and the assets they are managing. As a subject matter expert, they have the ability to influence a broader range of portfolio managers that manage across a range of investment styles, regions, time horizons, including benchmark-relative, total return and long/short investment strategies. Our investment culture thrives with rich, rigorous and respectful debate of insights, assumptions and thesis across multiple independent perspectives, often with unique client objectives and individual portfolio team processes. Our GIAs are at the core of this debate - igniting and contributing to the debate with the common goals of generating superior investment returns for our clients. 

ESSENTIAL SKILLS Stock Picking Acumen, Alpha Generating Skill and Passion • Ability to be forward-looking, comprehend the factors influencing a stock, and discern its critical drivers. Demonstrated track record of successful stock recommendations based on a philosophy and process that enables the consistent generation of alpha across the consumer sector. 

• Comfort with ambiguity and taking risk. 

• Possess a highly analytical and discerning mindset with robust risk and valuation framework.

• Creative and differentiated approach to identifying emerging company, sector trends and key inflection points with data agility and ability to build own data sets.

• Intellectual curiosity and differentiated thinking that translate into research insights.

Communication, Collaboration and Ability to Influence • Proven ability to develop deep, long-term relationships with company management teams.

• Love to develop strong and trusting relationships through respectful and rigorous debate of action- oriented investment ideas and stocks in a highly interactive environment; willingness to work with others to build on ideas, to expand volume of stocks discussed, and a willingness to embrace opposing views. 

• Ability to influence investment decision making of portfolio managers.

• Speak and write concisely, with conviction and action orientation.

Growth Mindset • Relentlessly self-reflective and focused on ‘getting better’ – in their skills and decision-making.

• Desire to learn from and embrace different perspectives.

• Seek out and incorporate feedback with a desire to constantly learn and improve.

• Work ethic, grit and intense desire to ‘win’ (against market versus one another)

• Orientation to incorporate new tools, data and technology into research process.

QUALIFICATIONS  Additional qualifications and characteristics: • A minimum of 8+ years of consumer investing experience, ideally with specific risk-taking experience in apparel and retail companies. 

• Skill to identify key drivers of an industry, company and stock, and creativity to think through innovation/long term stock winners and losers. 

• The capacity to discern the primary factors influencing a specific industry and the companies within it. 

• Exceptional analytical and valuation skills and the ability to make meaningful connections across a given sector.

• A global perspective and orientation, with the ability to think strategically and tactically within the Consumer sector.

• Dedication to fiduciary responsibility, with an unwavering commitment to achieving positive client outcomes, and upholding the highest standards of personal and professional integrity and ethics. 

• Ability to prioritize effectively and independently, taking full accountability and ownership of the narrative.

• Strong academic credentials; MBA or CFA/CAIA strongly preferred.

LOCATION The Global Industry Analyst will be based in Wellington’s Global Headquarters in Boston, MA. Location in Wellington’s New York office, with regular travel to Boston, will also selectively be considered.  

Not sure you meet 100% of our qualifications?  That’s ok. If you believe that you could excel in this role, we encourage you to apply and welcome a chance to review your background. We are dedicated to building and maintaining a diversified workforce and considering a broad array of candidates with a variety of skill, workplace experiences, and backgrounds.

As an equal opportunity employer, Wellington Management ensures that

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