Research Sr Associate -Equity Research Strategist
Sign up free to see how well your resume matches this role.
What you'll do
- Build, maintain, and enhance financial databases and models that support ongoing and bespoke research needs.
- Assess macro and micro economic forces at work and incorporate into our market views.
- Analyze global equity markets and financial trends to produce timely, well-reasoned investment insights that inform client decisions and support Citi's broader research output.
- Author high-quality research reports and thematic pieces that clearly communicate Citi's investment views to external clients and internal stakeholders.
- Originate and develop analysis of US investment themes, contributing to US Equity Strategy product
- Deliver tailored analysis and data-driven responses to requests from investors and Citi colleagues, ensuring accuracy and relevance to their specific needs.
- Collaborate closely with Citi Research professionals across regions and disciplines to ensure a consistent, globally informed perspective in all published work.
- Uphold the highest standards of risk awareness and professional conduct, ensuring all work reflects sound judgement, regulatory compliance, and the protection of clients and the firm.
What they're looking for
- 3-10 years of experience in equity research, investment strategy, or a closely related financial markets discipline.
- FINRA Series 86, 87 & 63 and the SIE or to obtain within 180 days
- Demonstrates advanced technical and analytical skills, with the ability to construct and manage sophisticated financial models and databases.
- Communicates clearly and persuasively in both written and spoken formats, with the ability to present complex ideas accessibly to a range of audiences.
- Works with a methodical and structured approach, managing multiple deliverables with a high degree of organization and attention to detail.
- Collaborates effectively across teams and geographies, contributing positively to shared goals while also working independently when required.
- Holds, or is able to obtain and maintain, applicable regulatory licenses relevant to the role and jurisdiction.
- Bachelor's degree or equivalent university-level qualification.
Nice to have
- Economics and/or data science background.
- A MBA, MFE, or CFA is advantageous.
- Demonstrated experience working with US and global investment themes or multi-asset research.
- Proven ability to influence peers and senior stakeholders through well-constructed, evidence-based analysis.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
US Equity Strategy Strategist
Citi Research has an opening for an Equity Research Analyst to join its US Equity Strategy team. This is a demanding role requiring exceptional analytic skills along with the ability to work independently as well as part of a small team. The individual will take ownership of several processes critical to our published work. You will produce high-impact analysis of equity markets and investment themes incorporated in the advice which Citi delivers to both internal and external clients worldwide. In this role, we expect you will develop into a subject matter expert on US equity markets. This is an opportunity to make a direct and measurable contribution to our research product and be an integral part in developing our US equity market calls and insight.
Responsibilities
Build, maintain, and enhance financial databases and models that support ongoing and bespoke research needs.
Assess macro and micro economic forces at work and incorporate into our market views.
Analyze global equity markets and financial trends to produce timely, well-reasoned investment insights that inform client decisions and support Citi's broader research output.
Author high-quality research reports and thematic pieces that clearly communicate Citi's investment views to external clients and internal stakeholders.
Originate and develop analysis of US investment themes, contributing to US Equity Strategy product
Deliver tailored analysis and data-driven responses to requests from investors and Citi colleagues, ensuring accuracy and relevance to their specific needs.
Collaborate closely with Citi Research professionals across regions and disciplines to ensure a consistent, globally informed perspective in all published work.
Uphold the highest standards of risk awareness and professional conduct, ensuring all work reflects sound judgement, regulatory compliance, and the protection of clients and the firm.
Required Qualifications & Skills
3-10 years of experience in equity research, investment strategy, or a closely related financial markets discipline.
FINRA Series 86, 87 & 63 and the SIE or to obtain within 180 days
Demonstrates advanced technical and analytical skills, with the ability to construct and manage sophisticated financial models and databases.
Communicates clearly and persuasively in both written and spoken formats, with the ability to present complex ideas accessibly to a range of audiences.
Works with a methodical and structured approach, managing multiple deliverables with a high degree of organization and attention to detail.
Collaborates effectively across teams and geographies, contributing positively to shared goals while also working independently when required.
Holds, or is able to obtain and maintain, applicable regulatory licenses relevant to the role and jurisdiction.
Bachelor's degree or equivalent university-level qualification.
Beneficial Skills & Qualifications
Economics and/or data science background. A MBA, MFE, or CFA is advantageous.
Demonstrated experience working with US and global investment themes or multi-asset research.
Proven ability to influence peers and senior stakeholders through well-constructed, evidence-based analysis.
What We Offer
Opportunities to grow your career locally and collaborate with colleagues across Citi's global network.
A hybrid working model that balances in-office collaboration with remote flexibility.
Investment in your professional development through training programs, mentorship, and skill-building opportunities.
Employee well-being support including medical coverage, mental health resources, parental leave, and family support programs.
Competitive retirement contributions and investment options to support your long-term financial goals.
------------------------------------------------------
Job Family Group:
Research------------------------------------------------------
Job Family:
Research Analysis------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location:
New York New York United States------------------------------------------------------
Primary Location Full Time Salary Range:
$150,000.00 - $175,000.00
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.
------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Anticipated Posting Close Date:
Sep 30, 2026------------------------------------------------------
Automated Processing and AI
We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Illinois residents – AI Notice and Right
------------------------------------------------------
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.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
Company
Company facts come from this company's own listings. We only show what the postings themselves carry.