Associate Research - Financial Services & FinTech

Financial Services & Fin Tech Research Team Associate

Citizens' equity research department covers 400+ public companies and provides institutional clients with comprehensive industry knowledge, unique insight and actionable information. Our team follows companies in seven broad growth industries and produces specialized equity research that enables institutional investors to understand and invest in complicated growth stocks profitably. We are seeking an Associate to join our Financial Services & Fin Tech Research Team in New York.

The Research Associate will be involved in all facets of research activities and will play an integral role supporting the coverage of more than 40 publicly traded Financial Services & Fin Tech companies, communicating with public investors, presenting to the Citizens institutional equity salesforce and interacting with company executives, venture capital firms and private equity firms.

Responsibilities include, but are not limited to :

• Writing research reports
• Financial analysis and modeling
• Conducting industry and company-specific research
• Coordinating the various processes involved in generating actionable, proprietary Financial Services & Fin Tech research

The associate will be expected to study for and pass the Securities Industry Essentials (SIE) exam as well as the Series 86 and Series 87 exams.

Skills / Qualifications Required :

Hours & Work Schedule :

Pay Transparency : The salary range for this position is $100,000 - $150,000 per year plus an opportunity to earn additional incentive earnings. 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.

Equal Employment Opportunity : 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, 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. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Why Work for Us : At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth.

Background Check : Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered.