Securities Analyst jobs in Warwick, RI

Securities Analyst conducts research on organizations within a specific industry in order to make recommendations regarding investment strategy. Stays abreast of trends and news within an industry, such as filings, mergers and acquisitions, competitive position, and financial stability of organizations. Being a Securities Analyst requires a bachelor's degree or in a related area. Typically reports to a manager or head of a unit/department. To be a Securities Analyst typically requires 4 to 7 years of related experience. Contributes to moderately complex aspects of a project. Work is generally independent and collaborative in nature. (Copyright 2024 Salary.com)

C
Investment Product Manager
  • Citizens Securities, Inc
  • Johnston, RI OTHER
  • Description

    Citizens Securities, Inc. is honored to be a high-quality provider in the investment services industry and is passionate about growing our market share in the states we currently operate!

    Reporting to the Head of Investment Product, the Investment Product Manager (the “Manager”) is responsible for supporting the product infrastructure of the wealth management platform at Citizens Securities Inc. (“CSI”). Utilizing and working with current and potential product partners in the asset management industry, the Manager will assist in the maintenance of the platform’s product suite of mutual funds, ETFs, SMAs, and portfolio model strategies, including but not limited to new product launches, and existing products and portfolio model positioning.

    The Manager will track the performance of products and model strategies and prepare reports and tables for use by the Product and Advisory teams. They will perform relative value and performance analysis across asset classes and market sectors, generally on equity and model portfolio strategies. The Manager will also do portfolio construction and optimization work using tools like Morningstar Direct. Maintenance of product-related and thought leadership content on the internal SharePoint site for internal usage by financial and wealth advisors will be an additional responsibility. Working where necessary with internal Technology, Compliance, and Operations teams to assist with updating processes for new product launches and overall platform functions and initiatives will also be a function of this role.

    5 % travel will be required to meet responsibilities.

    40% Work with asset management product partners as detailed above.

    40% Work with Client Portfolio Managers, the Investment Platform Manager, and Digital Investing Product Manager to support the overall Wealth platform business strategy and execution.

    15% Work with internal control groups and teams to coordinate the business and efforts of the Product Team across the CSI platform.

    Qualifications

    • Bachelor’s degree or equivalent job experience
    • 5-7 years financial services experience and end to end product management
    • Strong presentation abilities
    • Experience with Morningstar Direct highly preferred.
    • Experience with TAMP platforms and operations a plus.
    • Strong financial product and portfolio construction expertise a plus.
    • Strong relationship building and partnering skills
    • FINRA Series 7, 63 & 65/66 licenses

    Hours and Work Schedule

    • Hours per Week: 40
    • Work Schedule: M-F

    Pay Transparency 

    The salary range for this position is $112,000 - $140,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.   

    We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

    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.

  • Just Posted

S
Fidelity’s Securities Industry Essentials® (SIE®) Scholar- Smithfield, RI
  • SF Demo - FMR LLC
  • Smithfield, RI FULL_TIME
  • Job Description:Job Description:Are you considering a career where you can help clients with their finances and plan for their future but not sure where to start?Whether you are finishing your schooli...
  • 19 Days Ago

F
Fidelity’s Securities Industry Essentials® (SIE®) Scholar- Smithfield, RI
  • Fidelity Investments Careers
  • Smithfield, RI FULL_TIME
  • Job Description:Job Description:Are you considering a career where you can help clients with their finances and plan for their future but not sure where to start?Whether you are finishing your schooli...
  • 20 Days Ago

G
Analyst
  • Gilbane Development Company
  • Providence, RI FULL_TIME
  • Overview Gilbane Development Company is looking for an eager candidate to become a part of our development team in our corporate office in Providence as a Project Analyst. This is a high-profile posit...
  • 21 Days Ago

D
Analyst
  • DATAECONOMY
  • Providence, RI FULL_TIME
  • JobDescription : Asa Business Analyst with Amazon Connect experience you will play apivotal role in analysing and enhancing our customer serviceprocesses through the effective use of Amazon Connect. Y...
  • 1 Month Ago

C
Budget Analyst
  • Complete Staffing
  • Providence, RI FULL_TIME
  • HYBRIDResponsibilities:Prepare journal entries in preparation for Budget Variance reporting and Regional Executive Summaries.Annually, develop and prepare exhibits and reports for the Budget Work Pack...
  • 19 Days Ago

Filters

Clear All

  • Filter Jobs by companies
  • More

0 Securities Analyst jobs found in Warwick, RI area

T
Workday Integration Leads and Reporting Analyst
  • Tekfortune
  • Providence, RI
  • Tekfortune is a fast-growing consulting firm specialized in permanent, contract & project-based staffing services for wo...
  • 3/29/2024 12:00:00 AM

P
Travel Nurse RN - NICU - Neonatal Intensive Care - $2,567 per week
  • PRN Healthcare
  • Providence, RI
  • Trustaff is seeking a travel nurse RN NICU - Neonatal Intensive Care for a travel nursing job in Providence, Rhode Islan...
  • 3/28/2024 12:00:00 AM

P
Travel Nurse RN - ICU - Intensive Care Unit - $2,344 per week
  • PRN Healthcare
  • Providence, RI
  • Trustaff is seeking a travel nurse RN ICU - Intensive Care Unit for a travel nursing job in Providence, Rhode Island. Jo...
  • 3/28/2024 12:00:00 AM

P
Travel Nurse RN - Labor and Delivery - $3,013 per week
  • PRN Healthcare
  • Providence, RI
  • Trustaff is seeking a travel nurse RN Labor and Delivery for a travel nursing job in Providence, Rhode Island. Job Descr...
  • 3/28/2024 12:00:00 AM

M
US-UK Admin & Tomahawk Fleet Support
  • MIKEL INC
  • Middletown, RI
  • Job Description Job Description MIKEL invests in people and technology – empowering the creative process, building respo...
  • 3/27/2024 12:00:00 AM

M
Configuration Management Analyst
  • MIKEL
  • Middletown, RI
  • MIKEL invests in people and technology – empowering the creative process, building responsive relationships, and propell...
  • 3/27/2024 12:00:00 AM

C
Technical Delivery Manager
  • Collette
  • Pawtucket, RI
  • Collette is seeking a Technical Delivery Manager to join our growing IT Team. This is a hybrid position based out of our...
  • 3/26/2024 12:00:00 AM

T
Workday Integration and Reporting Lead
  • Trillium Staffing
  • Providence, RI
  • Trillium Technical is now seeking a Workday Integrations and Reporting Lead in Providence! Hybrid role: 3 days onsite an...
  • 3/25/2024 12:00:00 AM

Warwick (/ˈwɔːrwɪk/) is a city in Kent County, Rhode Island, the second largest city in the state with a population of 82,672 at the 2010 census. Warwick is located approximately 12 miles (19 km) south of downtown Providence, Rhode Island, 63 miles (101 km) southwest of Boston, Massachusetts, and 171 miles (275 km) northeast of New York City. Warwick was founded by Samuel Gorton in 1642 and has witnessed major events in American history. It was decimated during King Philip's War (1675–76) and was the site of the Gaspee Affair, a significant prelude to the American Revolution. Warwick is also t...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Securities Analyst jobs
$129,793 to $190,553
Warwick, Rhode Island area prices
were up 1.6% from a year ago

Securities Analyst in Hopkinsville, KY
A securities analyst is a financial expert that specializes in securities, otherwise generally known as investments.
January 30, 2020
Securities Analyst in Albany, GA
The role of “Security Analyst” encompasses job titles such as.
January 28, 2020
Securities Analyst in Frankfort, KY
The most important skill for a securities analyst is an affinity for numbers.
January 24, 2020