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Allianz

European Equity Research Analyst - Consumer (f/m/d)

Allianz

Frankfurt Am Main
Insurance
Publié le 11 novembre 2026

Description du poste

For our Global Equity platform, we are looking for a talented European Equities Analyst for the consumer sector to provide research to several European and global equities teams based in Europe. What you will do * Act as an industry expert, able to clearly explain fundamental trends, the drivers of earnings and returns, and the most appropriate valuation methods for the sector. * Provide formal coverage of the sector, focusing on highlighting areas of change and/or interest where the best investment ideas are most likely to be generated. * Discuss high-conviction investments and present best ideas through timely buy/sell investment reports and presentations at internal meetings. * Compare and contrast the broad universe of consumer and consumer-related stocks across various subsectors, including retail, luxury goods, consumer services and others, providing additional value to the stock selection process for European and global equity funds. * Provide ongoing coverage of stocks held in the portfolios, updating models and making recommendations that contribute to overall performance. * Identify new investment ideas and maintain coverage of large and larger benchmark constituents not held in the portfolios. * Participate in marketing and client service meetings as required. What you bring * 5 to 10 years of investment experience analysing European and global equities, ideally gained in an international investment management firm. * All cap investment experience preferred with a proven track record of alpha generation. * A passion for investing with high convictions (stock, sectors, countries) within a clear risk framework and with a sustainability mindset (ESG). * Strong data, analytical and financial modelling skills; the ability to promote investment ideas proactively to portfolio managers. * A detailed working knowledge of European companies in the consumer and consumer-related stocks across a range of subsectors sectors, either currently or in the recent past. * Although the preference is for candidates with experience of the buy-side, sell-side experience may be considered where the candidate can demonstrate the ability to pick stocks successfully. * Excellent academic qualifications including a university degree plus a professional qualification; preferably an MBA, Chartered Accountant and/or alternatively a CFA and ideally an ESG CFA module. * Smart, quietly self-confident and decisive; with strong interpersonal and communication skills, both written and oral. * Multi-regional perspective with an interest in global cultures and willingness to travel. * Strong social values with an interest in environmental and ethical considerations. * Self-starter, hard-working and well organized; lots of initiative, drive, energy, enthusiasm and proactive in the promotion of new ideas. * Collegiate by nature; ability to work on multiple products across different teams - Growth, Core. BiC SRI / Conviction, Dividend/Value - as part of a c