Citigroup, Inc

Equity Research Product Management Analyst, Assistant Vice President

Citigroup, Inc$98K — $148K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years in financial services, research management, product management, or business analytics
  • Ability to manage multiple projects in a large organization
  • Analytical skills for interpreting performance data and metrics
  • Strong organizational skills for documentation and process management
  • Effective communication abilities across teams and seniority levels
  • Self-directed problem-solver with little supervision
  • Willingness to obtain necessary FINRA licenses.

Responsibilities

  • Support product oversight by monitoring research output quality and coordinating approvals
  • Coordinate the Equity Research Oversight Committee process to ensure timely reviews
  • Produce and analyze product metrics for performance assessment
  • Build and maintain dashboards translating KPIs into actionable insights
  • Implement AI-driven automation to improve management processes
  • Establish project governance to manage dependencies and risks
  • Manage documentation, ensuring information is current and accessible

Benefits

  • Hybrid working model with in-person and remote flexibility
  • Direct exposure to senior management in equity research
  • Leadership opportunities in AI initiatives
  • Access to learning and professional development
  • Performance-driven environment where contributions are valued
Full Job Description
Citi is looking for an Equity Research Product Analyst at the AVP level to join the Americas Equity Research Management team, playing a central role in shaping how research is delivered, monitored, and continuously improved across the business. In this position, you will sit at the intersection of product management and business analytics, supporting the strategic priorities of one of the world's leading financial institutions. Your work will directly influence the quality of research output and the effectiveness of the teams producing it.

Responsibilities
  • Support the Americas Equity Research Product Manager with day-to-day product oversight, including monitoring research output quality, coordinating approvals, and planning the morning call across sectors and regions.
  • Coordinate the Equity Research Oversight Committee process, ensuring timely review of research initiations, ratings changes, and material research updates in collaboration with Supervisory Analysts, the Control Group, and the Production team.
  • Produce and analyze product metrics that enable the research management team to assess performance and identify opportunities across each research franchise.
  • Build and maintain business analytics dashboards that translate KPIs into clear, actionable insights for managers and research analysts.
  • Identify and implement AI-driven automation to streamline recurring management processes and reporting workflows and actively promote broader AI adoption within the department.
  • Establish and maintain project governance processes that surface dependencies, risks, and conflicts across programs, keeping all relevant stakeholders informed of status and escalations.
  • Manage program documentation, meeting records, and organizational knowledge to ensure the operations team has current and accessible information at all times.


Required Qualifications & Skills
  • 3+ of experience in a relevant role within financial services, research management, product management, or business analytics.
  • Demonstrated ability to manage multiple projects simultaneously, meet deadlines, and deliver results within a large, matrixed organization.
  • Analytical capability to interpret performance data, develop dashboards, and produce metrics that support decision-making.
  • Strong organizational skills with a detail-oriented approach to documentation, reporting, and process management.
  • Clear and confident communicator, able to coordinate effectively across teams, functions, and seniority levels.
  • Self-directed and solutions-focused, with the ability to identify and resolve issues independently without close supervision.
  • Ability and commitment to acquire and maintain FINRA licenses including the SIE, 63, 86, 87 & 24.
  • Bachelor's degree or equivalent professional experience.


Beneficial Skills & Qualifications
  • Familiarity with equity research workflows, research product management, or capital markets operations.
  • Experience applying AI or automation tools to improve reporting processes or operational efficiency.
  • Exposure to working with oversight or governance committees in a regulated financial environment.
  • Experience collaborating with cross-regional teams or working in a global financial institution.


What We Offer

Joining Citi means becoming part of a global team where your analytical and organizational contributions have real impact on how equity research is managed and delivered across the Americas. This is a role that offers both depth and breadth - with meaningful exposure to product management, business analytics, AI innovation, and talent development within a high-performing research environment.
  • A hybrid working model with 3 days in the office and 2 days working remotely, giving you flexibility alongside meaningful in-person collaboration.
  • Direct exposure to senior research management and the strategic decision-making processes of a leading global financial institution.
  • Opportunity to lead AI adoption initiatives within the department, positioning you at the forefront of how modern research teams operate.
  • Access to learning and professional development opportunities that support your career growth within Citi's global research and product management functions.
  • A performance-driven team environment where your work is visible, valued, and directly connected to the success of the research franchise.
  • Competitive compensation and a comprehensive benefits package, including financial wellbeing, wellbeing support, and family support programs.


Apply today to bring your expertise in research product management and business analytics to a team where your impact is immediate and your career trajectory is supported.

Job Family Group:
Research

Job Family:
Research Product

Time Type:
Full time

Primary Location:
New York New York United States

Primary Location Full Time Salary Range:
$98,960.00 - $148,440.00

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:
Jul 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

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.

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Learn more about Citigroup, Inc
Market Cap
$1.3 billion
Industry
Net Income
$89.6 million
Founded
1812
5 Year Trend
+4.6%
NASDAQ

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