Senior Equity Analyst: Hybrid, Data-Driven Research Leader

Citizens; Johnston (RI); Hybrid; USD 169,000 - 213,000; Full time

Job summary

Citizens is seeking a Senior Equity Analyst in the Office of the CIO Equity Team to cover a broad universe of U.S. large-cap equities as a sector generalist and to generate data-backed investment ideas for the strategies and wealth teams.

The role requires independent research, the ability to defend investment ideas with minimal oversight, and strong collaboration within a small, highly collaborative investment team. Hybrid schedule supports in-office and remote work.

Qualifications

• 6+ years of direct single-stock research in U.S. equities.
• Analyze financial statements, forecasts and valuation, and articulate investment views.
• Deep knowledge of U.S. large-cap universe with quick depth across sectors.
• Independently generate, pitch, and defend ideas to senior investors.
• Strong investment writing and clear communication of thesis and risks.
• Public speaking to advisors, clients or large audiences.
• Advanced Excel and financial modeling skills.
• Experience using AI tools to scale research with judgment.

Responsibilities

• Conduct in-depth bottom-up research on U.S. large-cap equities.
• Originate data-backed investment ideas for equity strategies and advisors.
• Serve as senior equity resource to advisors firmwide.
• Author earnings commentary, investment write-ups and white papers.
• Deliver stock pitches and strategy positioning to teams and leadership.
• Leverage AI tools to scale analysis while applying human judgment.

Skills

Equity research

Financial analysis

Advanced Excel

AI in research

Investment writing

Public speaking

Data analysis

Education

Bachelor’s degree

CFA designation

Tools

FactSet

Bloomberg

Morningstar Direct

Job description

Citizens is seeking a Senior Equity Analyst in the Office of the CIO Equity Team to cover a broad universe of U.S. large-cap equities as a sector generalist and to generate data-backed investment ideas for the strategies and wealth teams.

The role requires independent research, the ability to defend investment ideas with minimal oversight, and strong collaboration within a small, highly collaborative investment team. Hybrid schedule supports in-office and remote work.