Equity Research Analyst

Description

Our Equity group is looking to hire an Equity Research Analyst to join the team in support of their US Large Cap strategy. Your primary responsibility will be to support the Portfolio Managers in conducting fundamental analysis of various companies and industries across US equity markets. Your insights and research will be crucial in identifying potential investment opportunities, evaluating existing holdings, and onboarding and transitioning new clients to the strategy.

Responsibilities:

• Fundamental Analysis: Conduct research on US public equities to assess their financial performance, competitive positioning, and growth prospects. This involves financial statement analysis in support of strategy and due diligence efforts.

• Portfolio Analysis and Onboarding: Gain an in-depth knowledge and understanding of the US large cap equity strategy to efficiently analyze and support transition plans for new business in coordination with client-facing investment teams.

• Data Analysis: Utilize your proficiency in Excel to organize and manipulate data supporting the equity strategy objectives, including research, compliance, new business, and due diligence efforts.

• Market Monitoring: Stay updated with relevant market trends, economic indicators, news, and single stock earnings results that may impact client holdings.

• Collaborative Support: Work closely with the equity team to contribute to investment strategy, idea generation, and decision-making process.

• Continuous Learning: Ongoing education and market research to enhance your analytical skills and knowledge base.

• Communication: Ability to clearly articulate equity strategy positioning and equity market environment to client-facing teams as needed.

Qualifications:

Minimum Required:

• 2-5 Years of direct individual stock research experience

• Independent thinker with a passion for equity markets

• Strong Excel skills with the ability to figure things out

Preferred:

• Previous experience with analyzing financial statements, earnings reports, and market trends.

• Ability to complete tasks and research with minimal supervision, relying on initiative to achieve goals efficiently.

• Strong attention to detail with a proactive mindset

• Excellent verbal and written communication skills

• Experience with FactSet and Morningstar Direct

Education/Certification:

• Bachelors Degree Required
• CFA designation Required
• MBA Preferred

Pay Transparency

The salary range for this position is $130,000- $210,000, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Benefits

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.

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