Citigroup, Inc

Equity Research Associate, Software

Citigroup, Inc$110K — $125K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • MBA and/or CFA preferred
  • Knowledge of Research or external Investment research division essential
  • Proven ability to work under tight deadlines and prioritize tasks
  • Proficient in Microsoft Excel and Word
  • Capability to interact and manage at all organizational levels
  • Strong focus on accuracy and attention to detail
  • Possess and maintain applicable licenses

Responsibilities

  • Review and process broker votes for distribution
  • Organize product management team activities including presentations and marketing schedules
  • Publish focus list notes and maintain updated focus list posters
  • Manage market data and subscriptions for Equity Research
  • Coordinate logistics for Road Ahead conference and stock steering meetings
  • Assist in year-end scorecard preparation and goals analysis
  • Provide management reports including variance analysis and month-end reporting
  • Oversee expense management for travel and client interactions
  • Assess business risks and ensure compliance with laws and regulations

Benefits

  • Career growth opportunities within Citi's global network
  • Hybrid work model offering in-office and remote flexibility
  • Investment in professional development through training and mentorship
  • Comprehensive employee wellbeing support including medical and mental health resources
  • Competitive retirement contributions and investment options
Full Job Description
The Research Associate is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the sub function/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Responsibilities:
  • Reviews and processes broker votes to be shared and consumed
  • Organizes the product management team including creation of presentations, marketing schedules, coordination of the marketing diary, product planning meetings, diary management etc.
  • Publishes focus list notes, updating and displaying the new focus list posters etc.
  • Contributes to market data and subscriptions management for Equity Research
  • Responsible for collation, co-ordination and organization of Road Ahead conference, stock steering meetings
  • Assists with year-end scorecard preparation, result analysis, goals and training
  • Provides management information including variance analysis, month-end reporting etc.
  • Conducts expense management including travel and entertainment pre-approvals, client interaction spend pre-approval e.g. GLG, non-network individuals etc.
  • Manages and prepares Committee quality reviews
  • 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:
  • MBA and/or CFA preferred
  • Existing knowledge of Research or external Investment research division essential
  • History of working within tight deadlines and prioritization
  • Microsoft systems especially Excel and Word
  • Ability to interact and manage at all levels ability to manage large amounts of data ability to use internal Citi systems would be an advantage but is not essential.
  • Accuracy and attention to detail
  • Secure and maintain applicable licenses


Education:
  • Bachelor's/University degree or equivalent experience


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 wellbeing 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:
$110,000.00 - $125,000.00

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:
Aug 12, 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

About Citigroup, Inc

Citigroup is a financial services holding company that provides financial products and services. The company operates through two segments, Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment offers traditional banking services to retail customers through retail banking, commercial banking, Citi-branded cards, and Citi retail services. The ICG segment offers various banking, and financial products and services to corporate, institutional, public sector, and high-net-worth clients. This segment provides wholesale banking products and services, including fixed-income and equity sales and trading, foreign exchange, prime brokerage, derivative services, equity and fixed-income research, corporate lending, investment banking, and advisory services, private banking, cash management, trade finance, and securities services. Citi is committed to sustainability and social responsibility, and the company invests in initiatives that promote economic progress.

Citigroup, Inc Careers

Join the vibrant team at Citigroup, Inc, a leading global bank, and propel your career into the future. Citigroup offers a plethora of job opportunities that span across various fields and expertise, making it an ideal place for ambitious professionals to thrive.

Work You’ll Do

At Citigroup, Inc, you will engage in exciting work that matters. Join our team to help innovate and drive transformation in the banking industry. With Citigroup, you can lead initiatives that redefine how banking works and how financial services can empower people globally.

Innovate and Lead

Citigroup, Inc is at the forefront of financial innovation and leadership. By joining our team, you will work alongside top professionals to develop solutions that enhance customer experiences and operational efficiency. Our commitment to innovation is fundamental, and we encourage our team to push boundaries and think outside the box.

Grow Your Career

Citigroup, Inc is not just a company; it's a place where you can grow both professionally and personally. We offer robust career paths and professional development opportunities that help you reach your potential. With diverse career tracks and the support of leadership, your growth at Citigroup is limitless.

Diversity and Inclusion

We believe our strength comes from the diversity of our team. Citigroup, Inc is dedicated to fostering an inclusive workplace where everyone can contribute their best work. Through diversity training and a culture that embraces differences, we create a welcoming environment for all employees.

Benefits and Culture

Citigroup, Inc values the well-being of its employees. We offer competitive benefits packages that support the health, finance, and lifestyle of our team members. Our culture is built on collaboration, respect, and a commitment to excellence. We ensure that every team member feels valued and part of our global family.

Internship and Employment Opportunities

Start your professional journey with Citigroup through our internship programs or full-time job opportunities. We are constantly hiring fresh talent and seasoned experts who bring creativity and innovation to our team. Whether you're refining your skills or ready to lead, there's a position waiting for you at Citigroup.

Networking and Professional Development

At Citigroup, Inc, networking and continuous learning are part of our DNA. We provide platforms for employees to connect with industry leaders and peers, enhancing their skills and opening up new career opportunities. Our leadership programs and professional development initiatives ensure that you are always ahead of the curve.

Join Our Team

Explore the numerous positions available at Citigroup, Inc that match your skills and interests. We are looking for passionate, curious, and solution-driven team players who are ready to make an impact.

Stay Connected

Keep up to date with the latest in career opportunities and industry insights at Citigroup, Inc. Subscribe to our job alert emails and read our careers blog to stay ahead in your professional journey.

Explore Citigroup, Inc Jobs

Discover the exciting and rewarding opportunities that await at Citigroup, Inc. Tailor your resume, prepare for your interview, and take the next step in your career with us.

SEARCH CITIGROUP JOBS

READ CAREERS BLOG

Citigroup, Inc is where your ambition meets opportunity. Join us and transform your career while making a global impact.
Learn more about Citigroup, Inc
Market Cap
$1.3 billion
Industry
Net Income
$89.6 million
Founded
1812
5 Year Trend
+4.6%
NASDAQ

Similar Jobs

More Jobs at Citigroup, Inc

More Finance & Insurance Jobs

  • Controller
    $110K — $120K *
    I & A Recruiting
    Crystal Lake, IL 60014 (Mchenry County)
  • Partner
    $200K — $500K+*
    Confidential Company
    Los Angeles, CA 90001 (Los Angeles County)
  • Hackensack Meridian Health
    Financial Analyst IV
    $113K *
    Hackensack Meridian Health
    Iselin, NJ 08830 (Middlesex County)
  • Controller, Business Control
    $125K — $150K *
    ASM International
    Phoenix, AZ 85032 (Maricopa County)
  • CNH Industrial N.V.
    HRBM Financial Services
    $120K — $184K *
    CNH Industrial N.V.
    Waterford, WI 53185 (Racine County)

Find similar Equity Research Associate, Software jobs: