Citigroup, Inc

Equity Research Senior Associate, Technology & Communications

Citigroup, Inc$60K — $263K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-10 years of sell-side equity research experience in the Technology & Communications sector or a related area.
  • Bachelor's degree in finance, economics, or a similar field.
  • Expertise in constructing and maintaining complex financial models with knowledge of accounting principles.
  • Experience in preparing research materials for senior analysts and engaging client communications.
  • Excellent communication skills to present financial analysis clearly and persuasively.
  • Active eligibility for or possession of SIE, Series 63, Series 86, and Series 87 licenses.
  • Strong attention to detail and capacity to manage multiple priorities under tight deadlines.

Responsibilities

  • Co-author and publish equity research reports for the Technology & Communications sector, including earnings previews and detailed thematic insights.
  • Build and maintain comprehensive financial models for relative value analysis and earnings forecasts.
  • Provide timely updates and insights on sector developments to clients, addressing inquiries with clarity.
  • Organize and manage investor events such as management meetings and industry consultations, ensuring high client engagement.
  • Incorporate AI tools into research processes to enhance data analysis and streamline publication efforts.
  • Mentor and guide junior team members, fostering a collaborative research environment.
  • Ensure all research outputs meet regulatory and ethical standards, maintaining rigorous quality and integrity.

Benefits

  • Hybrid working model with 3 days in-office and 2 days remote for a balanced work environment.
  • Opportunity to influence the reach and impact of research on institutional clients globally.
  • Access to senior leadership and extensive industry networks within Citi's investment banking division.
  • Support for ongoing learning, professional development, and advanced qualifications.
  • Well-being programs and resources aimed at enhancing work-life balance and personal resilience.
Full Job Description
Citi's Equity Research team is looking for a Senior Associate to join its Technology & Communications sector team, working at the intersection of public markets, venture capital, and the forces reshaping the global technology landscape. In this role, you will co-author institutional research, build sophisticated financial models, and help establish Citi's thought leadership through written publications, multimedia, and industry events. This is a high-impact opportunity for a seasoned research professional ready to shape investment perspectives on one of the most dynamic sectors in global markets.

Responsibilities
  • Author and co-publish equity research across the Technology & Communications sector, including earnings previews and recaps, initiation reports, and thematic deep-dive notes distributed to institutional clients.
  • Build and maintain detailed financial models covering relative value analysis, earnings forecasts, and scenario modelling to underpin well-reasoned investment recommendations.
  • Deliver timely, informed perspectives to internal and external clients on sector developments and covered companies, responding to inquiries with clarity and precision.
  • Coordinate investor events including management meetings, company field trips, and industry consultant calls, ensuring a high-quality client experience from end to end.
  • Integrate AI tools and emerging technologies into research workflows to improve data analysis, accelerate publication cycles, and raise the overall quality of outputs.
  • Mentor junior team members through hands-on guidance and knowledge sharing, contributing to a high-performing research environment.
  • Uphold the integrity of all research outputs by exercising sound judgement and adhering to regulatory and ethical standards across all investment-related activities.


Required Qualifications & Skills
  • 5 to 10 years of sell-side equity research experience, with a focus on the Technology & Communications sector or a closely aligned coverage area.
  • Bachelor's degree or equivalent experience in finance, economics, or a related field.
  • Demonstrated ability to construct and maintain complex financial models, with a strong command of accounting principles and valuation frameworks.
  • Experience preparing research materials and client-facing communications in support of senior research analysts.
  • Excellent written and verbal communication skills, with the ability to translate nuanced financial analysis into clear, compelling research narratives.
  • Active holding of, or eligibility to obtain, SIE, Series 63, Series 86, and Series 87 licenses.
  • Strong attention to detail and the ability to manage competing priorities accurately under time-sensitive conditions.


Beneficial Skills & Qualifications
  • MBA, graduate degree, or CFA designation reflecting advanced financial and analytical expertise.
  • Significant recent recognition in external analyst surveys across the Technology & Communications sector, demonstrating measurable market impact and research quality.


What We Offer

At Citi, you will work alongside a team of experienced research professionals operating at the forefront of the global technology sector, with access to the resources, relationships, and reach of one of the world's leading financial institutions. We are committed to supporting your long-term career growth, professional development, and overall wellbeing.
  • Hybrid working model with 3 days in the office and 2 days working remotely, giving you flexibility and structure in equal measure.
  • Strategic influence over how Citi's Technology & Communications research reaches institutional clients and shapes market perspectives globally.
  • Access to senior leadership, global industry networks, and cross-functional collaboration across Citi's research and investment banking franchise.
  • Ongoing learning and professional development opportunities, including support for advanced qualifications and continuing education.
  • Wellbeing support and work-life balance resources designed to sustain long-term performance and personal resilience.
  • Competitive compensation and financial wellbeing benefits, including access to Citi's broader employee financial programmes.


Apply today to bring your equity research expertise to Citi's Technology & Communications team and help define how institutional investors understand the future of tech.

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:
$60,800.00 - $263,760.00

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:

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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