Analyst Equity Sales

Citizens Bank

Posted 2 days ago

Full Time

Brainerd, Minnesota

In Person

Smart Summary

Responsibilities

The role involves distributing equity research and corporate access offerings to institutional clients while marketing equity transactions. The analyst will develop and maintain relationships with institutional investors and identify prospective clients such as hedge funds and pension funds.

Qualifications

You have a Bachelor's degree and strong communication skills. You are expected to obtain FINRA licenses (SIE, Series 7, Series 63) within a specified timeframe after joining the firm.

Must Have Skills for ATS

FINRA SIE

FINRA Series 7

FINRA Series 63

Job Description

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

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.


Citizens Bank

At Citizens Bank, 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. 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. 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 Bank. You’re made ready and so are we. #MadeReady

Runway Icon
Boost Your Interview Chances

With Runway

See Your Fit for This Role

1-5 min

Your Score

?

Top Applicants

90%

Your Job Search Advantage

Key Gaps & Next Steps:

Address these in your resume & Interview

Top Strengths For This Role

Highlight these in your cover letter & interview

Your Interview Guide

A Personalized Interview Strategy

Freshest Opportunities

Never Miss a Good Fit

Get notified when jobs mach your criteria