Equity Research Publishing Specialist - Supervisory Analyst

Citizens JMP Securities is seeking a Publishing Specialist (Supervisory Analyst) to support the production, review, supervision, and distribution of equity research. This individual will be responsible for ensuring research content is accurate, professionally presented, compliant with regulatory requirements, and published in a timely manner.

The Publishing Specialist serves as a key partner to Research Analysts, Compliance, and other stakeholders to support the efficient execution of the research publishing process.

Primary responsibilities include

• Review, edit, and publish equity research reports, industry notes, thematic publications, earnings commentaries, and other client-facing materials
• Perform supervisory review of research content to ensure compliance with FINRA regulations, internal policies, and required disclosures
• Verify the accuracy, consistency, and completeness of published materials, including financial data, disclosures, and presentation standards
• Coordinate publication timelines and ensure timely dissemination of research products
• Utilize BlueMatrix and other publishing tools to manage workflow, approval, and distribution processes
• Partner with Research Analysts/Associates and Compliance on publishing, disclosure, or regulatory issues
• Maintain established publishing standards, quality controls, and operational procedures
• Assist with process improvements and support departmental initiatives designed to enhance efficiency and quality

Qualifications, Education, Certifications and/or Other Professional Credentials

• 10+ years of experience in Research Publishing, Equity Research, Financial Services Operations, or a related field
• Experience supporting supervisory review and regulatory publishing requirements within a broker-dealer environment required
• Strong understanding of research publishing workflows and quality control processes
• Exceptional writing, editing, proofreading, and attention-to-detail skills
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment
• Strong communication and collaboration skills
• Hands-on experience with the BlueMatrix research publishing and distribution platform preferred
• BA/BS degree required, preferably in English, Journalism, Communications, Finance, or a related field
• FINRA Series 16 or Series 24 & Series 87 licenses required or ability to obtain within established timeframe

Hours & Work Schedule

• Hours per Week: 40+
• Work Schedule: Monday - 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

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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.