Analyst/Associate

About the Role

Seeking an Analyst-level or Associate-level individual to join the Hardlines, Broadlines, and Food Retail team in New York City. This role involves covering a wide variety of retailers, including Walmart, Home Depot, and Costco.

Key Responsibilities

• Create and maintain earnings, valuation, and industry models, leveraging skills in accounting, finance, and economics.
• Translate company, industry, consumer, market, and alternative data into insightful research reports with clear investment debates, differentiated conclusions, and actionable stock calls.
• Write research reports for initiations of coverage, data analysis, earnings results, company updates, and industry news.
• Develop and maintain relationships with investor relations personnel, management of companies under coverage, industry specialists, and other key leaders of opinion.
• Engage with institutional investors by responding to in-depth questions, addressing bespoke requests, and helping communicate the team’s highest-conviction views.
• Support internal sales and trading teams with timely analysis of sector breaking news.
• Adopt and apply AI-enabled research tools judiciously to accelerate information gathering, model maintenance, data analysis, and workflow execution while maintaining analytical rigor, source verification, and quality control.
• Conduct industry diligence and primary research through surveys, expert conference calls, and channel checks to evaluate industry trends.
• Collaborate with cross-functional teams to produce larger industry reports.

Requirements & Tech Stack

• Proven experience using Excel to build and maintain financial models; advanced Excel proficiency is required.
• Strong written and verbal communication skills, with the ability to present analysis clearly, defend conclusions, and contribute positively in client-facing discussions.
• Demonstrated interest in public markets and a genuine curiosity about what drives stock performance, investor debates, and valuation.
• Curiosity about retail, consumer behavior, brand dynamics, competitive positioning, pricing, category trends, and how these factors translate into revenue growth, margins, valuation, and stock performance.
• Comfort adopting AI-enabled tools and new technologies to improve research efficiency, with the judgment to verify outputs, protect data integrity, and apply tools appropriately.
• Demonstrated strong attention to detail and commitment to accuracy.
• Ability to adapt quickly and work well under pressure.
• High EQ, strong personal drive, intellectual curiosity, organizational discipline, and a team-oriented mindset.
• Strong PowerPoint skills are required.
• Experience with Python is a plus but not required.
• CFA designation or progress toward CFA is preferred.

Qualifications

• 1-3 years of professional experience in equity research, investment banking, or capital markets.