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Home Flexible Job Board 2027 Summer Analyst – Sales & Trading and Equity Research (Boston, MA)

$30/hr 4d ago

2027 Summer Analyst – Sales & Trading and Equity Research (Boston, MA)

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Citizens

Boston, MA, US

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Summary

Summer Analysts will rotate between Sales & Trading and Equity Research teams to gain industry exposure and business insights. Responsibilities include financial analysis, monitoring market news, supporting trading activities, and assisting with reporting and database maintenance.

Job Description

Job Title: 2027 Summer Analyst – Sales & Trading and Equity Research 

Location: Boston, MA

Duration: 10 weeks

Start Date: June 2027

Citizens Bank is seeking Summer Analysts to join the Sales & Trading and Equity Research teams in New York, NY or Boston, MA. Summer Analysts will have the unique opportunity to rotate between the Sales & Trading and Equity Research teams within one of the largest regional banks in the country. Over the course of the 10-week internship program, Summer Analysts will work closely with the teams’ junior and senior professionals to gain significant industry exposure and business insights. 

Summer Analysts will split their time between the Sales & Trading team and the Equity Research team, transitioning halfway through the summer program. At the conclusion of the 10-week internship program, high-performing Summer Analysts will be considered for a potential offer for direct employment with the Equity Sales & Trading and/or Equity Research teams (post-graduation). 

Job Responsibilities

Key tasks & responsibilities include, but are not limited to:

Equity Sales & Trading

  • Develop basic understanding of equity sales and trading from the trading desk.

  • Coordinate various processes involved in financing and creation of maintenance of trading-related reports and presentations.

  • Participate in all facets of trading activities, including private and public offerings across a variety of industry groups; specific focus on supporting corporate brokerage services, including share repurchase programs and at-the-market (“ATM”) offerings.

  • Financial Analysis.

  • Client and stakeholder interaction and communication.

  • Observe/attend daily morning call.

Equity Research

  • Develop basic understanding of equity research.

  • Monitor and analyze daily news and events; build industry knowledge.

  • Assist with monthly reporting.

  • Work closely with Research Associates and Analysts to maintain files, database and contacts; ensure files are organized and accurate.

  • Financial Analysis.

  • Client and stakeholder interaction and communication.

  • Observe/attend daily morning call.

Qualifications

  • Successfully complete a video interview assessment within 4 days of receiving the link. If not completed within the timeframe, your application will be automatically withdrawn from consideration.

  • Current students enrolled in an undergraduate bachelor’s program, graduating between Winter 2027 – Spring 2028 OR current students enrolled in a graduate program, graduating between Winter 2027 – Spring 2028

  • Minimum GPA of 3.2; Preferred cumulative GPA of 3.5

    • Please include your cumulative GPA on your resume. 

  • Relevant work experience, leadership experience or coursework in Finance, Accounting or Economics is preferred but all majors will be considered. 

  • Strong analytical skills and software skills: MS Office application proficiency is required, strong emphasis on MS Excel skills; Bloomberg experience a plus.

  • Please note that permanent work authorization in the United States is required. This position is not eligible for CPT, OPT, or visa sponsorship now or in the future.

Pay Transparency

The salary range for this position is $30 per hour.

Since this a temporary position, you are not eligible to participate in the Citizens colleague benefits program. Accordingly, you will not be eligible to participate in the Citizens health and welfare plans, savings and investment plans, or discretionary award plans or any other Citizens benefit plans or programs, except as otherwise required by law.

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.

About the company

Citizens

Citizens Private Bank provides an extraordinary caliber of service that goes beyond and above — a commitment to redefining excellence and continuously striving for more. Backed by the strength and stability of Citizens, one of the country’s oldest and largest financial institutions, Citizens Private Bank delivers holistic banking and wealth management¹ solutions tailored to our clients’ unique financial ambitions. Our Private Bankers serve as a single point of contact and relentlessly go the extra mile to help clients preserve and grow wealth with bespoke financial solutions and advice.

Supported by a team of banking and wealth management experts, our Private Bankers stand ready to anticipate our clients’ needs and to help build their wealth, now and for generations to come.

¹Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. (“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. (“CSI”), a registered broker-dealer and SEC registered investment adviser, Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC (“EPS”), or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens. For deposit products, Member FDIC.

Company size

10,001+ employees

Industry

Financial Services

Org type

Public Company

Headquarters

Providence, RI

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About the company

Citizens

Citizens Private Bank provides an extraordinary caliber of service that goes beyond and above — a commitment to redefining excellence and continuously striving for more. Backed by the strength and stability of Citizens, one of the country’s oldest and largest financial institutions, Citizens Private Bank delivers holistic banking and wealth management¹ solutions tailored to our clients’ unique financial ambitions. Our Private Bankers serve as a single point of contact and relentlessly go the extra mile to help clients preserve and grow wealth with bespoke financial solutions and advice.

Supported by a team of banking and wealth management experts, our Private Bankers stand ready to anticipate our clients’ needs and to help build their wealth, now and for generations to come.

¹Citizens Wealth Management (in certain instances DBA Citizens Private Wealth) is a division of Citizens Bank, N.A. (“Citizens”). Securities, insurance, brokerage services, and investment advisory services offered by Citizens Securities, Inc. (“CSI”), a registered broker-dealer and SEC registered investment adviser, Member FINRA/SIPC. Investment advisory services may also be offered by Clarfeld Financial Advisors, LLC (“CFA”), an SEC registered investment adviser, or by unaffiliated members of FINRA and SIPC providing brokerage and custody services to CFA clients (see Form ADV for details). Insurance products may also be offered by Estate Preservation Services, LLC (“EPS”), or an unaffiliated party. CSI, CFA and EPS are affiliates of Citizens. Banking products and trust services offered by Citizens. For deposit products, Member FDIC.

Company size

10,001+ employees

Industry

Financial Services

Org type

Public Company

Headquarters

Providence, RI

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