Investment Strategy & Research Analyst III

Citizens Financial Group•Westwood, MA

4d•$169,000 - $213,000•Hybrid

About The Position

The Investment Strategy & Research Analyst III is a seasoned, bottom-up research role on the Office of the CIO Equity Team. The team manages the firm’s home office equity strategies and supports wealth teams across Citizens Wealth. The analyst independently covers a broad universe of U.S. large-cap equities as a sector generalist, generates data-backed investment ideas, and serves as a senior single-stock resource for advisors and an extension of the advisory team. The role calls for an experienced analyst who sets a research agenda, develops and defends investment recommendations, and works with minimal oversight within a small, collaborative investment team. The analyst conducts fundamental research and financial analysis, develops investment views and recommendations, and contributes research that helps shape strategy holdings and support long-term results relative to the S&P 500. The role also involves advising wealth teams on stocks and markets, authoring research and commentary, presenting investment views to internal audiences, and using AI tools responsibly to expand research capacity while applying human judgment to all outputs. The position is 40 hours per week, Monday through Friday, with a hybrid schedule: four days in the office and Fridays working from home. The salary range is $169,000–$213,000 per year, with an opportunity to earn an annual discretionary bonus. Compensation depends on factors including budget, work location, skills, and experience. The company offers medical, dental, and vision coverage, retirement benefits, maternity and paternity leave, flexible work arrangements, education reimbursement, wellness programs, and paid time off that exceeds applicable mandatory paid sick or paid time-away policies.

Requirements

At least 6 years of direct single-stock research experience covering U.S. equities on the sell side or buy side, with a demonstrated track record of deep fundamental analysis.
Ability to analyze financial statements and earnings, develop forecasts and valuation work, and articulate a clear investment view.
Broad working knowledge of the U.S. large-cap universe and ability to build company or industry depth quickly across sectors.
Demonstrated ability to independently generate, pitch, and defend investment ideas to senior investors.
Strong investment writing skills, including communicating investment thesis, valuation, catalysts, growth drivers, and risks.
Presentation and public-speaking ability, with experience communicating investment views to advisors, clients, senior investors, or large professional audiences.
Passion for equity markets, intellectual curiosity, self-motivation, and ability to deliver high-quality research without day-to-day direction.
Advanced Excel and financial modeling skills.
Demonstrated ability to use AI tools to scale research, analysis, and due diligence while applying appropriate judgment and oversight.
Bachelor’s degree required.
CFA designation required.

Nice To Haves

Experience with FactSet, Bloomberg, and Morningstar Direct.
MBA preferred.
Experience serving as a senior equity research resource to advisors, investment professionals, or other sophisticated internal or external audiences.
Experience working across multiple sectors or ability to develop research depth quickly across a broad U.S. large-cap equity universe.

Responsibilities

Conduct in-depth, bottom-up research on 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 equity strategies and advisors, considering company fundamentals, industry dynamics, sector and macro conditions, and portfolio positioning.
Develop differentiated perspectives on existing holdings and new investment candidates.
Contribute stock views, pitches, and original research as a core member of the investment team, helping the strategies pursue competitive long-term results versus the S&P 500.
Serve as a senior equity resource to firmwide advisors on individual stocks, industries, sectors, and macro developments, responding to ad hoc requests accurately and promptly.
Author earnings commentary, investment write-ups, and white papers explaining investment theses, valuation, growth drivers, catalysts, and risks for internal investment and advisor audiences.
Use prudent, well-governed AI tools to scale research, accelerate analysis and content production, and surface insights, applying human judgment to every output.
Use advanced Excel skills to organize and manipulate data for modeling, screening, research, compliance, new business, and due diligence.
Present stock pitches, investment views, and strategy positioning to the equity team, wealth teams, senior leadership, and large internal audiences.
Maintain ongoing company and industry research, earnings analysis, and market monitoring to deepen expertise, broaden coverage, and identify investment opportunities.

Benefits

Competitive pay and opportunity to earn an annual discretionary bonus.
Medical coverage.
Dental coverage.
Vision coverage.
Retirement benefits.
Maternity and paternity leave.
Flexible work arrangements.
Education reimbursement.
Wellness programs.
Paid time off policy exceeding mandatory paid sick or paid time-away policies in every U.S. local and state jurisdiction.