Senior Equity Research & Investment Strategy Analyst

Citizens Bank; United States; Hybrid; USD 169,000 - 213,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Paid time off policy

Job summary

Citizens Bank is seeking an Investment Strategy & Research Analyst III to join the Office of the CIO Equity Team in the U.S. large-cap universe.

You will conduct bottom-up research, develop data-backed investment ideas, and support wealth teams with senior-level stock views. You will independently set your research agenda, defend recommendations, and use AI tools with supervision to scale analysis, while leveraging advanced Excel and financial modeling skills to inform strategy and client

Qualifications

• 6+ years of direct single-stock research experience in U.S. equities.
• Ability to analyze financial statements, forecast, and defend an investment view.
• Broad knowledge of the U.S. large-cap universe and deep company/industry insight.
• Independent generation, pitching and defense of investment ideas to senior investors.
• Strong investment writing communicating thesis, valuation, catalysts and risks.
• Advanced Excel and financial modelling; use of AI tools with oversight.

Responsibilities

• Conduct in-depth, bottom-up research across U.S. large-cap equities.
• Origin and deliver frequent data-backed investment ideas for strategies.
• Serve as a core equity resource to advisors and wealth teams firmwide.
• Author earnings commentary, investment write-ups, and white papers.
• Apply AI tools to scale research while applying human judgment.

Skills

Single-stock research

Financial modeling

Advanced Excel

AI in research

Investment idea pitching

Public speaking

Stock valuation

Data analysis

Education

Bachelor's Degree

CFA designation

Tools

FactSet

Bloomberg

Morningstar Direct

Job description

Citizens Bank is seeking an Investment Strategy & Research Analyst III to join the Office of the CIO Equity Team in the U.S. large-cap universe.

You will conduct bottom-up research, develop data-backed investment ideas, and support wealth teams with senior-level stock views. You will independently set your research agenda, defend recommendations, and use AI tools with supervision to scale analysis, while leveraging advanced Excel and financial modeling skills to inform strategy and client