Director, Equity Research Analyst, Consumer Sector

Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-10 years of fundamental research experience in equity markets
  • Possess an MBA and/or CFA designation
  • Strong grasp of small and SMID cap equity universe
  • Ability to identify potential investment candidates
  • Exceptional verbal and written communication skills
  • Team-oriented motivation within a high-performance setting

Responsibilities

  • Analyze fundamental data for assigned industries and sectors
  • Monitor and manage portfolio weightings in relation to assigned sectors
  • Screen coverage universe to curate investable candidates
  • Evaluate the value and potential returns of holdings
  • Present investment recommendations for portfolio inclusion
  • Recommend reallocations or eliminations of current investments
  • Engage in company and broker-sponsored meetings and conferences
  • Interview management teams to assess investment opportunities
  • Maintain close follow on 20-40 securities plus additional secondary coverage
  • Present to clients to explain investment philosophy and portfolio results.

Benefits

  • Comprehensive health insurance including medical, vision, and dental
  • Company-paid short and long-term disability insurance
  • 401(k) retirement plan with employer matching
  • Paid time off and holidays, plus parental leaves
  • Tuition assistance and support for further education
  • Access to financial wellness programs and legal services
  • Employee Assistance Program (EAP) for mental health support
  • Discounts on various voluntary insurance products
Full Job Description
Description and Requirements

The Opportunity

This role offers the opportunity to serve as a senior contributor within an active equity investment platform, with direct responsibility for generating differentiated fundamental insights and influencing portfolio construction and outcomes. As a Director, Equity Research Analyst, you will lead coverage of assigned sectors and companies, originate high-conviction investment ideas, and partner closely with portfolio managers to drive risk-aware, return-focused decision-making. The position combines deep analytical rigor with strategic judgment, providing visibility, accountability, and impact across the investment process from idea generation through portfolio implementation. You will operate in a highly collaborative, performance-driven environment that values independent thinking, disciplined risk management, and long-term stewardship of client capital.

Key Responsibilities

  • Analyze industry and company fundamentals within assigned industries and sectors
  • Monitor and assess industry and company weightings within the portfolio for assigned industries and sectors
  • Frequently screen coverage universe to create an opportunity set of investable candidates
  • Assess and determine the value and return potential of current and proposed holdings
  • Presentation (written and verbal) of investment recommendation s for potential inclusion into portfolios
  • Make recommendation s to eliminate current investment and/or reallocate investment resources to other alternatives within the respective coverage area
  • Attendance of company and broker-sponsor ed meetings and conferences
  • Interview company management to assess the potential of investment opportunities
  • Actively follow 20-40 securities with secondary coverage of additional names
  • In addition, the position may involve presentations to clients, consultants, and prospects to help communicate the firm's investment philosophy, investment process, and portfolio results.


Required Qualifications

  • 5-10 years of fundamental research experience and possess an MBA and/or CFA designation.
  • Knowledge of the small and SMID cap equity universe along with the ability to identify strong potential investment candidates is essential
  • Strong communication skills, both verbal and written are necessary
    The ability and desire to work in a high-performan ce atmosphere employing a team-oriented philosophy is critical


Preferred Qualifications

  • Experience analyzing companies in Consumer sector with a demonstrated record of success is preferred
  • Incremental experience covering other sectors with a demonstrated record of success will be considered


#MIM

Location Expectation: This is a hybrid role requiring a minimum of 3 days per week in office.

The expected salary range for this position is $140,000 to $200,000 . This role may also be eligible for annual short-term incentive compensation and stock-based long-term incentives. All incentives and benefits are subject to the applicable plan terms.

Benefits We Offer

Our U.S. benefits address holistic well-being with programs for physical and mental health, financial wellness, and support for families. We offer a comprehensive health plan that includes medical/prescription drug and vision, dental insurance, and no-cost short- and long-term disability. We also provide company-paid life insurance and legal services, a retirement pension funded entirely by MetLife and 401(k) with employer matching, group discounts on voluntary insurance products including auto and home, pet, critical illness, hospital indemnity, and accident insurance, as well as Employee Assistance Program (EAP) and digital mental health programs, parental leave, paid time off, paid holidays, volunteer time off, tuition assistance and much more! For more information regarding MetLife's U.S. benefits, please click here .

About MetLife Services and Solutions, LLC

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Joining MetLife Services and Solutions, LLC presents an unparalleled opportunity to advance one's career with a leader in global insurance services. This company stands out as a beacon of innovation, leadership, and professional growth.

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MetLife Services and Solutions, LLC offers a variety of job opportunities that cater to diverse skill sets and career aspirations. From entry-level positions to senior leadership roles, the company is committed to fostering a culture of growth and learning.

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The benefits at MetLife Services and Solutions, LLC go beyond the standard employment package. Employees enjoy comprehensive health benefits, diversity training, and programs aimed at personal and professional development. The company culture promotes inclusivity and values each team member's contribution towards collective goals.

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MetLife Services and Solutions, LLC is dedicated to the continuous professional growth of its employees. Through leadership training, skills development workshops, and career advancement opportunities, employees are equipped to meet their professional goals.

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At the intersection of technology and insurance, MetLife Services and Solutions, LLC leads with innovative solutions that redefine industry standards. The leadership is committed to maintaining a climate where novel ideas and strategic thinking are at the forefront of business operations.

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The hiring process at MetLife Services and Solutions, LLC is designed to identify and attract talent aligned with the company’s core values and business objectives. Candidates undergo a thorough interview process ensuring that both the company and the potential employees are set for mutual success.

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