Junior Investment Strategy & Research Analyst

Citizens; Boston (MA); Hybrid; USD 90,000 - 127,000; Full time

Job summary

Citizens is seeking an Investment Strategy & Research Analyst I in Boston to conduct investment research, due diligence, and monitoring of external managers across private markets and hedge funds. You will evaluate strategies, performance, and market trends to develop actionable insights for portfolio construction and allocations.

The role involves both qualitative and quantitative analysis, benchmarking, and preparing research, with opportunities to apply AI-enabled workflows and improve

Qualifications

• Bachelor’s degree in business, finance, economics, or related field.
• 1-3 years in investment research or asset management.
• Experience with qualitative and quantitative research and due diligence.
• Knowledge of capital markets and investment principles.
• Strong analytical and financial modeling skills and communication.
• Ability to work independently and manage multiple priorities.

Responsibilities

• Conduct qualitative and quantitative due diligence on external investment managers across private equity, private credit, private real assets, and hedge funds.
• Evaluate investment strategies, organizations, performance, portfolio construction, risk, and competitive positioning to identify key considerations and opportunities.
• Perform investment analysis including benchmarking, peer comparisons, performance analysis, financial modeling, and evaluation of market and portfolio data.
• Develop manager research, investment summaries, and recommendations to support manager selection, portfolio construction, and allocation decisions.
• Monitor approved managers and strategies, including performance, organizational developments, portfolio changes, and other factors impacting the investment thesis.
• Research asset classes, market trends, industries, and macroeconomic developments and assess their implications for alternative investment strategies.
• Prepare and present investment research, market insights, and strategy materials to the Investment team and other stakeholders.
• Enhance research processes through improved analytics, data management, AI, and technology-enabled workflow solutions.

Skills

Investment research

Due diligence

Financial modeling

Portfolio analysis

Communication

Education

Bachelor's degree in Business/Finance/Economics

Tools

Investment databases

Financial data platforms

Portfolio analysis tools

Job description

Citizens is seeking an Investment Strategy & Research Analyst I in Boston to conduct investment research, due diligence, and monitoring of external managers across private markets and hedge funds. You will evaluate strategies, performance, and market trends to develop actionable insights for portfolio construction and allocations.

The role involves both qualitative and quantitative analysis, benchmarking, and preparing research, with opportunities to apply AI-enabled workflows and improve