Associate Equity Research - Transportation, Logistics & Services

Citizens•New York, NY

15d•$110,000 - $150,000•Onsite

About The Position

Citizens' equity research department covers over 400 public companies, providing institutional clients with comprehensive industry knowledge, unique insights, and actionable information. Senior research analysts are responsible for developing proprietary investment themes, anticipating market changes, and producing action-oriented reports across various growth industries. The department is seeking an Associate to join its Transportation, Logistics & Services Group in New York. The Research Associate will be involved in all facets of research activities, supporting the coverage of more than 22 publicly traded companies. This role involves interacting with company executives, presenting to the salesforce, and communicating with public investors, venture capital firms, and private equity firms. The Associate will also be expected to study for and pass the Securities Industry Essentials (SIE) exam, as well as the Series 86 and Series 87 exams.

Requirements

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
High level of proficiency with Excel
Strong verbal and written communication skills
Strong leadership and team working skills
Superior work ethic

Nice To Haves

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

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