Analyst Equity Sales

Posted 11 Hours Ago
Be an Early Applicant
2 Locations
In-Office or Remote
Entry level
Digital Media • Fintech • Information Technology • Machine Learning • Financial Services • Cybersecurity • Automation
Ready to Transform the Future | Careers in Technology & Security
The Role
The Analyst Equity Sales will support institutional sales by distributing equity research, developing investor relationships, and marketing equity transactions.
Summary Generated by Built In

 

Citizens is looking for an Associate to join the Equity Sales team in Lake Elmo, MN.  This individual is on the institutional sales desk that works closely with partners across research, trading and Equity Capital Markets (ECM) to develop and build the client platform for the Research & ECM solutions. 

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 follows companies in four broad growth industries: Technology, Healthcare, Financial Services and Real Estate—and produces specialized equity research that enables investors to understand and invest in complicated growth stocks profitably.

Primary responsibilities include

  • Understanding and distributing the firm’s equity research and corporate access offerings to institutional clients
  • Market firms’ equity transactions
  • Develop and maintain relationships with institutional investors
  • Identifying and qualifying prospective institutional clients (mutual funds, hedge funds, pension funds, family offices) 

Qualifications, Education, Certifications and/or Other Professional Credentials

  • Bachelor’s degree 
  • FINRA licenses (SIE, Series 7, Series 63) preferred but not required at application; candidates are expected to obtain these licenses within a specified timeframe after joining the firm.
  • Strong communication skills on the phone
  • Strong work ethic
  • Ability to work well within a team
  • Positivity, self-motivation and an entrepreneurial spirit

Hours & Work Schedule

  • Hours per Week: 40 +
  • Work Schedule: Monday to Friday

About Us

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.

Equal Employment and Opportunity Employer

Job Applicant Data Privacy Policy

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.


Skills Required

  • Bachelor's degree
  • Strong communication skills on the phone
  • Strong work ethic
  • Ability to work well within a team
  • Positivity, self-motivation and an entrepreneurial spirit
  • FINRA licenses (SIE, Series 7, Series 63) preferred

Citizens Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citizens and has not been reviewed or approved by Citizens.

  • Healthcare Strength Healthcare coverage is positioned as comprehensive, with multiple plan options and preventive care highlighted as fully covered. Mental-health support is also emphasized through EAP-style counseling access and app-based support.
  • Retirement Support Retirement benefits are described as meaningful, including an employer match and additional company contributions in some descriptions. Stock purchase features and occasional profit-sharing framing add to the overall retirement-and-wealth picture.
  • Leave & Time Off Breadth Time-off benefits are described as generous, including a substantial PTO bank, paid holidays, and sizeable parental leave. Adoption assistance and emergency backup care are also presented as part of the leave-related support set.

Citizens Insights

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The Company
HQ: Providence, RI
17,000 Employees
Year Founded: 1828

What We Do

As one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey. We invest in the humans who build the logic, ideas, and innovations that bring new technologies to life. Investments in AI, cloud computing, machine learning and automation provide our engineers the tools that enable us to remain competitive and win in today’s environment. At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens. You’re made ready and so are we. If you're ready to advance your career in technology and security, learn more about opportunity's Citizens offers here: https://jobs.citizensbank.com/digital-transformation

Why Work With Us

We empower the colleagues that power our tech. With growth & upskilling opportunities and sought-after benefits, plus a diverse culture of people and perspectives, we help our colleagues achieve career goals. Because innovation can’t happen without the minds and hearts of our people. Technology is constantly evolving, and we believe you can too.

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