Associate Equity Researcher

2 weeks ago


San Francisco, California, United States Citizens Financial Group, Inc. Full time
Job Summary

Citizens Financial Group, Inc. is seeking a highly motivated and detail-oriented Associate to join its Technology Research Group in San Francisco. The successful candidate will be responsible for supporting the coverage of more than 40 publicly traded software companies, communicating with public investors, presenting to the JMP salesforce, and interacting with company executives, venture capital firms, and private equity firms.

Key Responsibilities
  • Conduct financial analysis and modeling to support investment decisions
  • Write company-specific and thematic investment-driven research reports
  • 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
Requirements
  • 1-2 years of software sales experience strongly preferred
  • Live in, or ability to relocate to, San Francisco
  • 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
Benefits

Citizens Financial Group, Inc. offers competitive pay, comprehensive medical, dental, and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more.



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