Equity Research Associate - Transportation, Logistics & Services

Citizens Bank

$110K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 1-2 years of research experience preferred
  • Successful relocation to New York or existing residence
  • Understanding of stocks and market dynamics
  • Basic grasp of accounting and finance principles
  • Bachelor's degree with strong academic record; CFA or MBA preferred
  • Proficiency in Excel
  • Excellent verbal and written communication skills
  • Strong leadership and teamwork capabilities
  • Commitment to high work ethic

Responsibilities

  • Create and maintain financial models
  • Perform financial analysis and due diligence
  • Write investment-driven research reports
  • Conduct research from primary literature and proprietary databases
  • Attend management meetings and investor conferences
  • Analyze and update investment themes in the Internet sector
  • Respond to inquiries from institutional sales and clients

Benefits

  • Comprehensive medical, dental, and vision coverage
  • Retirement benefits
  • Maternity/paternity leave
  • Flexible work arrangements
  • Education reimbursement
  • Wellness programs
  • Generous paid time off policy
Full Job Description
Job Description

We are seeking an Associate to join the Transportation, Logistics & Services Group in New York. The Research Associate will be involved in all facets of research activities and will play an integral role supporting the coverage of more than 22 publicly traded companies interacting with company executives, presenting to the salesforce, and communicating with public investors, venture capital firms and private equity firms.

The specific responsibilities of the Associate include, but are not limited to, writing research reports, financial analysis and modeling, conducting industry and company-specific research, coordinating the various processes involved in generating actionable, proprietary research.

As part of their responsibilities, the associate will be expected 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

Attend meetings with management teams and investor conferences

Analyze and update investment themes and ideas across the Internet sector

Respond to requests from institutional sales force and from clients

Skills/Qualifications Required:

1-2 years of research experience strongly preferred

Live in, or ability to relocate to, New York

An understanding of stocks and the stock market

Basic understanding of accounting and finance

Bachelor's degree along with outstanding academic achievement, CFA, MBA, or courses in financial modeling or accounting preferable.

High level of proficiency with Excel

Strong verbal and written communication skills

Strong leadership and team working skills

Superior work ethic

Hours & Work Schedule
• Hours per Week: 40
• Work Schedule: Mondays to Fridays in person at 1301 Avenue of the Americas, New York, New York

Pay Transparency

The salary range for this position is $110,000 to $150,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

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