Equity Research Senior Associate, US Equity Strategy, AVP, Getzville, NY

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:

• Citi Research focuses on delivering high quality investment insights to investors on a global basis with a high emphasis on independence and objectivity in its products and insights
• Analytic support involving data analysis and manipulation from multiple sources. Advanced excel and coding skills are critical to this.
• The unit produces regular written research, hosts investor meetings with company management teams, holds conference calls with industry consultants and regularly communicates with clients (both internal and external)
• Modeling: Maintaining & updating existing company models; creating new models; maintaining relative value sheets
• Research: Assist with the publication of earnings previews/recaps, initiation reports, deep dive notes as well other group products
• Communication: Assist with client inquires and requests (internal and external)
• Events: Assist with coordination of investor meetings (management meeting & field trips) and conference calls with consultants
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

• 3-5 years previous experience
• Experience in Equity Research
• Good knowledge of accounting and modelling
• Experience in supporting senior research analysts
• Excellent inter-personal, writing and communication skills
• Attention to detail
• Secure and maintain applicable licenses

Education:

• Bachelor’s/University degree or equivalent experience.
• MBA or graduate degree and/or CFA preferred.

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In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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