Description
Description
The Investment Strategy & Research Analyst III will be part of the Office of the CIO Equity Team, which manages the firm's home office equity strategies and supports wealth teams across Citizens Wealth. This is a seasoned, bottom-up research role for an analyst who will independently cover a broad universe of U.S. large-cap equities as a sector generalist, generate data-backed investment ideas for the strategies, and serve as a senior single-stock resource for advisors and an extension of the advisory team. The role is designed for an experienced analyst who independently sets their research agenda, develops and defends investment recommendations, and delivers with minimal oversight while contributing effectively within a small, highly collaborative investment team.
Primary responsibilities include
- Conduct in-depth, bottom-up research across a broad universe of U.S. large-cap equities, assessing financial performance, competitive positioning, and growth prospects through financial statement analysis, earnings coverage, valuation, and financial modeling.
- Independently originate and deliver frequent, data-backed investment ideas for the equity strategies and advisors, considering company fundamentals, industry dynamics, sector and macro conditions, and portfolio positioning, including differentiated perspectives on existing holdings and new investment candidates.
- Serve as a core member of the investment team focused on delivering competitive long-term results versus the S&P 500, contributing stock views, pitches, and original research that shape what the strategies own.
- Act as a senior equity resource to advisors firmwide on individual stocks, industries, sectors, and macro developments, responding to ad hoc requests with speed and accuracy.
- Author earnings commentary, investment write-ups, and white papers covering investment thesis, valuation, growth drivers, catalysts, and risks for internal investment and advisor audiences.