Citizens' equity research department is seeking an Associate to support the coverage of 40+ publicly traded Financial Services & Fin Tech companies, providing institutional clients with comprehensive industry knowledge and actionable information.
Requirements
- High level of proficiency with Excel
- Basic understanding of accounting and finance
- 2+ years of research experience in Financial Services/FinTech strongly preferred
- Strong verbal and written communication skills
- Strong leadership and team working skills
- Superior work ethic
- Ability to study for and pass the Securities Industry Essentials (SIE) exam as well as the Series 86 and Series 87 exams
Responsibilities
- Create and maintain financial models
- Perform financial analysis and due diligence
- Write company specific and thematic investment-driven research reports
- Conduct research from the primary literature, proprietary databases, tailored industry surveys
- Analyze and update investment themes and ideas across the Internet sector
- Respond to requests from institutional sales force and from clients
- Attend meetings with management teams and investor conferences
Other
- Bachelor's degree along with outstanding academic achievement, preferably in fields of finance, economics, accounting, data science or computer science
- Live in, or ability to relocate to, New York
- A love of stocks and the stock market
- In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States
- 40 hours per week, Monday to Friday work schedule
