Equity Research Associate - Transportation, Logistics & Services

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 develop proprietary investment themes, anticipate secular and cyclical changes, and produce action-oriented reports. The team covers seven broad growth industries: Technology, Healthcare, Financial Services, Consumer, Industrial, Digital Infrastructure, and Real Estate.

We are seeking an Associate to join the Transportation, Logistics & Services Group in New York. The Research Associate will support the coverage of over 22 publicly traded companies, interacting with company executives, presenting to the salesforce, and communicating with public investors, venture capital firms, and private equity firms.

Responsibilities

• Create and maintain financial models
• Perform financial analysis and due diligence
• Write company-specific and thematic investment-driven research reports
• Conduct research from primary literature, proprietary databases, and tailored industry surveys
• Attend meetings with management teams and investor conferences
• Analyze and update investment themes and ideas across the sector
• Respond to requests from the institutional sales force and clients
• Study for and pass the Securities Industry Essentials (SIE) exam as well as the Series 86 and Series 87 exams

Requirements

• 1-2 years of research experience strongly preferred
• Live in, or ability to relocate to, New York
• Understanding of stocks and the stock market
• Basic understanding of accounting and finance
• Bachelor’s degree with outstanding academic achievement
• CFA, MBA, or courses in financial modeling or accounting preferable
• High proficiency with Excel
• Strong verbal and written communication skills
• Strong leadership and teamwork skills
• Superior work ethic

Schedule

40 hours per week, Mondays to Fridays in person at 1301 Avenue of the Americas, New York, New York.

Pay

The salary range for this position is $110,000 to $150,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including budget, work location, and relevant skills and experience.

Benefits

• Comprehensive medical, dental, and vision coverage
• Retirement benefits
• Maternity/paternity leave
• Flexible work arrangements
• Education reimbursement
• Wellness programs
• Paid time off policy exceeding mandatory local and state requirements