Senior Alternatives Research Professional

4 weeks ago

BOSTON, United States Citizens Full time

Description

This senior research role is important for the creation of a comprehensive alternative investment research offering. This position will report to the Alternative Investment Platform Manager but taking direction from the CIO’s office to ensure consistency in messaging to Advisors and their respective clients. The senior research person will be responsible for creating and maintaining the Alternative Investment research Library. The reference library will have information which supports all of the recommendations and summaries approved for distribution to Advisors and Clients.

Once the Research Platform has been built this person will be responsible for cross training other Research Professionals and new Analysts. The role will have formation, maintenance, and educating others on Alternative Investments consistent with the CIO’s initiatives. The Senior Research person will build and maintain relationships with external investment managers across several Alternative Investment strategies. On going review of each manager is a vital part of keeping the Advisors and Clients informed of material changes or modifications to the investment approach.

The senior research person will work closely with the Advisors aiding in the assessment of current Clients and prospective Clients. Reviewing and evaluating external managers will be important and time-consuming. This process will need to be created and shared with other Research professionals as soon as practical, so Advisors are more effective in obtaining new assets under management.

Responsibilities

The role will also be making presentations to Advisors on strategy and specific managers. The ability to communicate in an effective manner with a clear message of investment strategy is important for building a strong report with all of the Advisors.

 Responsible for building the Alternative Investment Research Platform with the Lead Manager

  • Responsible for creating research content consistent with the CIO’s office with clear and consistent messaging.
  • Responsible for building and maintaining external manager relationships.
  • Responsible for organizing and presenting at “teach-ins” for Advisors.
  • Responsible for remaining consistent with the CIO’s message across the Alternative Investment Strategies.
  • Collaborate and educate the rest of the Research Team on Alternative Investment Strategies
  • Present findings in the research process to the “Investment Committee” when we are considering an investment strategy or specific external manager.
  • Complete due diligence on specific external managers and present to the Investment Committee.
  • Responsible for participation in the training of new analysts in our approach strengthening the overall research platform at Clarfeld/Citizens.

 Qualifications 

  •  3-5 years minimum experience with Alternative Investments.
  • Experience researching Alternative Investment Strategies.
  • Excellent organizational and interpersonal skills.
  • Excellent client service and communication abilities.
  • Excellent verbal and written communication skills

Education

  • Bachelor’s Degree required.
  • Series 7 & 66 (or 63 & 65) Required
  • MBA preferred.
  • CFA preferred.
  • CAIA preferred.

Hours & Work Schedule

  • Hours per Week: 40
  • Work Schedule: M-F

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

At Citizens we value diversity, equity and inclusion, and treat everyone with respect and professionalism. Employment decisions are based solely on experience, performance, and ability. 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 (including transgender individuals who are transitioning, have transitioned, or are perceived to be transitioning to the gender with which they identify), 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.

Equal Employment and Opportunity Employer

Citizens is a brand name of Citizens Bank, N.A. and each of its respective affiliates.

Why Work for UsAt 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

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

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