Senior Equity Analyst

Citizens Financial Group, Inc.Boston, MA

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

On-site

Job Description

Description

The Senior Equity Analyst will be part of the Office of the CIO Equity Team, which manages the firm's home office equity strategies and supports wealth teams across Citizens Wealth. This is a seasoned, bottom-up research role for an analyst who will independently cover a broad universe of U.S. large-cap equities as a sector generalist, generate data-backed investment ideas for the strategies, and serve as a senior single-stock resource for advisors and an extension of the advisory team. The role is designed for an experienced analyst who independently sets their research agenda, develops and defends investment recommendations, and delivers with minimal oversight while contributing effectively within a small, highly collaborative investment team.

Primary responsibilities include

Conduct in-depth, bottom-up research across a broad universe of U.S. large-cap equities, assessing financial performance, competitive positioning, and growth prospects through financial statement analysis, earnings coverage, valuation, and financial modeling.
Independently originate and deliver frequent, data-backed investment ideas for the equity strategies and advisors, considering company fundamentals, industry dynamics, sector and macro conditions, and portfolio positioning, including differentiated perspectives on existing holdings and new investment candidates.
Serve as a core member of the investment team focused on delivering competitive long-term results versus the S&P 500, contributing stock views, pitches, and original research that shape what the strategies own.
Act as a senior equity resource to advisors firmwide on individual stocks, industries, sectors, and macro developments, responding to ad hoc requests with speed and accuracy.
Author earnings commentary, investment write-ups, and white papers covering investment thesis, valuation, growth drivers, catalysts, and risks for internal investment and advisor audiences.

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FAQs About Senior Equity Analyst Jobs at Citizens Financial Group, Inc.

What is the work location for this position at Citizens Financial Group, Inc.?

This job at Citizens Financial Group, Inc. is located in Boston, MA, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Citizens Financial Group, Inc.?

Employer has not shared pay details for this role.

What employment applies to this position at Citizens Financial Group, Inc.?

Citizens Financial Group, Inc. lists this role as a Full-time position.

What experience level is required for this role at Citizens Financial Group, Inc.?

Citizens Financial Group, Inc. is looking for a candidate with "Senior-level" experience level.

What is the process to apply for this position at Citizens Financial Group, Inc.?

You can apply for this role at Citizens Financial Group, Inc. either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.