Associate Research - Financial Services & FinTech

Associate Research - Financial Services & FinTech Join to apply for the Associate Research - Financial Services & FinTech role at Citizens Associate Research - Financial Services & FinTech Join to apply for the Associate Research - Financial Services & FinTech role at Citizens Get AI-powered advice on this job and more exclusive features. Description Citizens’ equity research department covers 400+ public companies and provides institutional clients with comprehensive industry knowledge, unique insight and actionable information. Our senior research analysts are charged with developing proprietary investment themes, anticipating secular and cyclical changes and producing action-oriented reports. Citizens’ equity research department follows companies in seven broad growth industries: Technology, Healthcare, Financial Services, Consumer, Industrial, Digital Infrastructure and Real Estate—and produces specialized equity research that enables institutional investors to understand and invest in complicated growth stocks profitably. Description Citizens’ equity research department covers 400+ public companies and provides institutional clients with comprehensive industry knowledge, unique insight and actionable information. Our senior research analysts are charged with developing proprietary investment themes, anticipating secular and cyclical changes and producing action-oriented reports. Citizens’ equity research department follows companies in seven broad growth industries: Technology, Healthcare, Financial Services, Consumer, Industrial, Digital Infrastructure and Real Estate—and produces specialized equity research that enables institutional investors to understand and invest in complicated growth stocks profitably. We are seeking an Associate to join our Financial Services & Fin Tech Research Team 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 40 publicly traded Financial Services & Fin Tech companies, communicating with public investors, presenting to the Citizens institutional equity salesforce and interacting with company executives, 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 Financial Services & Fin Tech 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 2+ years of research experience in Financial Services/FinTech strongly preferred Live in, or ability to relocate to, New York A love of stocks and the stock market Basic understanding of accounting and finance Bachelor's degree along with outstanding academic achievement, preferably in fields of finance, economics, accounting, data science or computer science High level of proficiency with Excel Strong verbal and written communication skills Strong leadership and team working skills Superior work ethic In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States Hours & Work Schedule Hours per Week: 40 Work Schedule: Mondays to Fridays Pay Transparency The salary range for this position is $100,000 - $150,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the 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 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Posting End Date: 06/01/2025 Seniority level Seniority level Not Applicable Employment type Employment type Full-time Job function Job function Finance and Sales Industries Banking Referrals increase your chances of interviewing at Citizens by 2x Get notified about new Financial Services Associate jobs in New York, NY . 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