Equity Analyst, Consumer

About Our Company

We’re a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses – Ameriprise Financial, Columbia Threadneedle Investments and River Source Insurance and Annuities.

Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Join a collaborative investment team where your research will directly influence portfolio decisions and advisor outcomes. As a Consumer Sector Equity Analyst, you will conduct fundamental research across the Consumer Discretionary and Consumer Staples sectors, including financial modeling, earnings analysis, valuation, and assessment of industry and competitive trends. You will deliver actionable investment recommendations, support portfolio construction, and help strengthen the firm’s growing separately managed account platform.

This role offers the opportunity to combine analytical insight, sound investment judgment, and cross-functional collaboration while developing deep expertise across the consumer landscape and the broader investment organization.

• Conduct in-depth fundamental research on assigned sectors, industries, and companies, including financial analysis, valuation, earnings assessment, competitive positioning, and investment thesis development.
• Build and maintain financial models, forecasts, price targets, risk assessments, and investment recommendations that support portfolio construction and security selection decisions.
• Partner with portfolio managers and investment leadership to provide timely insights on portfolio holdings, candidate investments, benchmark performance, and recommended portfolio changes.
• Develop high-quality research reports, earnings updates, sector commentary, thematic publications, and presentations for internal stakeholders and advisors.
• Support advisor engagement activities, educational events, webinars, and due diligence discussions by translating complex analysis into clear and actionable investment perspectives.
• Maintain strong documentation, governance, and compliance practices across all research activities and investment recommendations.

• 7+ years of experience in equity research in the consumer sector, investment analysis, asset management, or a related investment function, with demonstrated expertise in fundamental company and sector analysis.
• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field;
  Master of Business Administration, Chartered Financial Analyst designation, or advanced degree preferred.
• Applicable securities licenses or registrations, or the ability to obtain required licensing within an established timeframe.
• Strong financial modeling, valuation, scenario analysis, and investment recommendation capabilities, including the development of buy, hold, and sell theses.
• Experience with in buy-side, sell-side, registered investment advisor, separately managed account, or institutional investment environments is preferred.
• Excellent communication, collaboration, and influencing skills, with the ability to present complex investment views to portfolio managers, advisors, and senior stakeholders.

Applicants must have a valid work authorization that does not now, or in the future, require visa sponsorship for employment in the United States (e.g., H-1B, F-1 CPT, F-1 OPT, TN).

We are a client‑centric, relationship‑based business. Working together, in‑person, is foundational to how we achieve results. By fostering a culture of face‑to‑face collaboration, idea sharing, productivity and personal connection, we deliver for our stakeholders,…