Citi Research focuses on delivering high quality investment insights to clients on a global basis with an emphasis on independence and objectivity in its products and insights. The Citi US Equity Strategy team within Citi Equity Research is seeking a Senior Associate level professional. This person will be integral to the analysis incorporated into the four components of our current product offering. The primary product is core US Equity Strategy predicated on proprietary fundamental analysis while leveraging macro inputs and perspectives. This is complemented by unique Thematic and ETF Strategy offerings. An ancillary focus on US Small/Mid Cap rounds out the product focus. The Research Sr Associate is a seasoned professional role. The expectation is for immediate impact on all facets of our strategy product. You will apply in-depth disciplinary knowledge, contribute to the development of new analyses, while improving current processes and workflow. Candidates should possess working knowledge of economic and investment concepts and applications. Exceptional data science capability is a prerequisite. Strong communication skills including interpersonal, written and presentation round out the ideal candidate. Responsibilities include analytic support involving data analysis and manipulation from multiple sources with advanced excel and coding skills, producing regular written research, hosting investor meetings with company management teams, holding conference calls with industry consultants, maintaining and updating company models, assisting with publication of earnings previews/recaps, initiation reports, deep dive notes, assisting with client inquiries and requests, coordinating investor meetings and conference calls, and assessing risk with compliance and ethical judgment. Qualifications include 3-5 years previous experience, experience in Equity Research, good knowledge of accounting and modelling, experience supporting senior research analysts, excellent interpersonal, writing and communication skills, attention to detail, and securing and maintaining applicable licenses. Education required is a Bachelor’s/University degree or equivalent experience; MBA or graduate degree and/or CFA preferred.
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