Senior U.S. Equity Research Lead

Citizens Bank; Westwood (MA); Hybrid; USD 169,000 - 213,000; Full time

Job summary

Citizens Bank is seeking a Senior Equity Analyst to join the Office of the CIO Equity Team. This experienced role covers a broad universe of U.S.

large-cap equities as a sector generalist, generating data-backed investment ideas and serving as a senior resource for advisors and the broader team. You will independently set your research agenda, develop and defend investment recommendations, and deliver with minimal oversight in a small, collaborative environment.

Qualifications

• 6+ years of direct single-stock research experience covering U.S. equities.
• Proven ability to analyze financial statements and earnings, develop forecasts and valuation work.
• Broad working knowledge of the U.S. large-cap universe and depth across sectors.
• Independently generate, pitch, and defend investment ideas to senior investors.
• Strong investment writing capabilities and clear communication of thesis, valuation, risks.
• Public-speaking experience with advisors, clients, or large audiences.
• Advanced Excel and financial modeling skills.

Responsibilities

• Conduct in-depth, bottom-up research on U.S. large-cap equities and model financials.
• Independently generate and pitch data-backed ideas for equity strategies and advisors.
• Serve as a senior equity resource to advisors and internal audiences.
• Author earnings commentary, investment write-ups, and white papers.
• Respond to ad hoc requests with speed and accuracy for the investment team.

Skills

Single-stock research

Financial statement analysis

Forecasting & valuation

Public speaking

AI in research

Excel modelling

Cross-functional collaboration

Investment ideas generation

Education

Bachelor’s Degree

CFA designation

Tools

FactSet

Bloomberg

Morningstar Direct

Job description

Citizens Bank is seeking a Senior Equity Analyst to join the Office of the CIO Equity Team. This experienced role covers a broad universe of U.S.

large-cap equities as a sector generalist, generating data-backed investment ideas and serving as a senior resource for advisors and the broader team. You will independently set your research agenda, develop and defend investment recommendations, and deliver with minimal oversight in a small, collaborative environment.