Citigroup, Inc

Equity Research Senior Associate, Software, Assistant Vice President

Citigroup, Inc • $150K — $175K *
New York, NY 10025Hybrid
Finance & Insurance
5 - 7 years of experience
1 month ago
Job Overview by Ladders

Qualifications

  • 5-8 years of experience in equity research or a related investment analysis role.
  • Solid grounding in accounting principles and financial modeling within equity research contexts.
  • Demonstrated experience supporting senior analysts in client-facing environments.
  • Excellent written and interpersonal communication skills for articulating complex ideas.
  • Strong attention to detail for managing complex financial information accurately.
  • Active FINRA licenses (SIE, Series 63, Series 86, Series 87) or commitment to obtain them.
  • Bachelor's degree or equivalent in a relevant field.

Responsibilities

  • Produce and contribute to equity research publications across the Software sector.
  • Build, maintain, and enhance financial models for Software companies.
  • Advise internal and external clients with timely and accurate analysis.
  • Coordinate investor events for seamless execution and client experience.
  • Collaborate with senior analysts to develop actionable research ideas.
  • Apply sound judgment regarding reputational and regulatory implications in decision-making.
  • Mentor and support junior team members to foster a high-performance research culture.

Benefits

  • Medical, dental & vision coverage.
  • 401(k) retirement plan.
  • Life, accident, and disability insurance.
  • Wellness programs.
  • Paid time off including vacation and sick leave.
Full Job Description
Citi's Equity Research team is looking for an Equity Research Senior Associate to cover the Software sector, producing high-quality investment insights that inform equity investors on a global scale. Based within a team known for its independence, objectivity, and depth of analysis, you will play a meaningful role in shaping research output, client engagement, and analytical excellence across a dynamic and fast-moving sector. This is an opportunity to apply your equity research expertise in an environment where your work directly influences investment decisions and client relationships worldwide.

Responsibilities
  • Produce and contribute to equity research publications including earnings previews and recaps, initiation reports, and in-depth thematic notes across the Software sector.
  • Build, maintain, and enhance financial models for covered Software companies, including the development of new models and upkeep of relative value frameworks.
  • Advise and respond to client inquiries from both internal and external stakeholders, delivering timely, accurate, and well-reasoned analysis.
  • Coordinate investor events including management meetings, field trips, and industry consultant calls, ensuring seamless execution and strong client experience.
  • Collaborate with senior analysts to develop research ideas and translate complex financial data into clear, actionable investment insights.
  • Apply sound judgment when assessing the reputational and regulatory implications of business decisions, upholding Citi's standards of compliance and ethical conduct.
  • Mentor and support junior team members, contributing to a high-performance research culture built on knowledge sharing and analytical rigor.


Required Qualifications & Skills
  • 5-8 years of experience in equity research or a closely related investment analysis role.
  • Solid grounding in accounting principles and financial modelling, applied within an equity research context.
  • Demonstrated experience supporting senior equity research analysts in a fast-paced, client-facing environment.
  • Excellent written and interpersonal communication skills, with the ability to articulate complex ideas clearly and persuasively.
  • Strong attention to detail, with the ability to manage and validate complex, multi-source financial information accurately.
  • Active FINRA licenses: SIE, Series 63, Series 86, and Series 87, or the ability and commitment to obtain and maintain these licenses.
  • Bachelor's degree or equivalent experience in a relevant field.


Beneficial Skills & Qualifications
  • MBA, graduate degree, or CFA designation - or active progress toward one.
  • Sector knowledge or prior coverage experience within the Software or Technology industry.
  • Experience taking an informal leadership role within a research team, including involvement in coaching or onboarding colleagues.


Apply today and bring your equity research expertise to a global team where your analysis shapes the investment decisions of clients around the world.

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
Financial Modeling.

Anticipated Posting Close Date:
Jun 19, 2026

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

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Learn more about Citigroup, Inc
Market Cap
$1.3 billion
Industry
Finance & Insurance
Net Income
$89.6 million
Founded
1812
5 Year Trend
+4.6%
NASDAQ
C
* Ladders Estimates

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