Investment Strategy & Research Analyst III

Citizens • Westwood, MA

5d • $169,000 - $213,000 • Hybrid

About The Position

The Investment Strategy & Research Analyst III is 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 seasoned, bottom-up research role independently covers a broad universe of U.S. large-cap equities as a sector generalist, generates data-backed investment ideas for the strategies, and serves as a senior single-stock resource for advisors and an extension of the advisory team. The analyst independently sets a research agenda, develops and defends investment recommendations, and delivers with minimal oversight while contributing to a small, collaborative investment team.

The role conducts in-depth fundamental research and analysis, develops investment ideas and written research, and contributes stock views and original research to equity strategies targeting competitive long-term results versus the S&P 500. It also provides timely expertise to advisors, presents investment views to internal audiences, and uses AI tools responsibly to scale research while applying human judgment to all outputs.

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 valuations, and articulate a clear investment view.
• Broad working knowledge of the U.S. large-cap universe and ability to build research depth quickly across companies, industries, and sectors.
• 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, including experience communicating investment views to advisors, clients, senior investors, or large professional audiences.
• Passion for equity markets, intellectual curiosity, and self-motivation to pursue investment ideas, challenge consensus, deepen expertise, and 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 with 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 across 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.
• Contribute stock views, pitches, and original research as a core investment team member, helping shape strategy holdings and pursue competitive long-term results versus the S&P 500.
• Serve as a senior equity resource to advisors firmwide on individual stocks, industries, sectors, and macro developments, responding to ad hoc requests quickly and accurately.
• Author earnings commentary, investment write-ups, and white papers that communicate investment theses, valuations, growth drivers, catalysts, and risks.
• Use prudent, well-governed AI tools to scale research capacity, accelerate analysis and content production, and surface investment insights, applying human judgment to every output.
• Use expert 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.
• Comprehensive medical, dental, and 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior