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Type of Role: InvestmentsResearch

Experience Level: Analyst/Associate

Location: Boston, Massachusetts

Salary: $132K - $146K

Citizens Financial Group, Inc. is an American bank holding company, headquartered in Providence, Rhode Island. Citizens ranks 13th on the List of largest banks in the United States as of Q4 2022. $17bn AUM.

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 take 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 that supports all of the recommendations and summaries approved for distribution internally and to end 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 the formation, maintenance, and education of 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.  Ongoing 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 field, aiding in the assessment of current 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 the field is more effective in obtaining new assets under management.

The role will also make internal presentations on strategy and specific managers.  The ability to communicate effectively with a clear message of investment strategy is important for building a strong rapport with the field.

Primary responsibilities include

  • 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 the field.
  • 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 various internal committees when considering an investment strategy or specific external manager.
  • Complete due diligence on specific external managers and present to the Investment Committee/Strategy Group.
  • Responsible for participation in the training of new analysts in our approach strengthening the overall research platform.

Qualifications, Education, Certifications and/or Other Professional Credentials

  • Experience researching Alternative Investment Strategies.
  • Excellent organizational and interpersonal skills.
  • Excellent client service and communication abilities.
  • Bachelor’s Degree required.
  • MBA 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.

Benefits

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.