Citigroup, Inc

Equity Research Senior Associate, Upstream Energy, 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 equity research or financial analysis experience, supporting senior analysts.
  • Strong foundation in accounting and financial modeling in equity research.
  • Direct experience with research publication lifecycle alongside senior analysts.
  • Excellent written and communication skills for institutional clients and stakeholders.
  • Active FINRA licenses or commitment to obtain upon hire.
  • Bachelor's degree or equivalent experience.

Responsibilities

  • Support senior equity research analyst in the Upstream Energy sector.
  • Develop and maintain financial models for Upstream Energy companies.
  • Assist in authoring high-standard equity research products.
  • Respond to client inquiries with analytical perspectives on sector trends.
  • Coordinate investor events for seamless client experience.
  • Synthesize complex data into actionable investment insights.
  • Maintain compliance and ethical standards in research activities.

Benefits

  • Exposure to global institutional clients and cross-regional collaboration.
  • Support for obtaining and maintaining FINRA licenses with learning resources.
  • Structured learning opportunities and mentorship from senior professionals.
  • Culture of independent thinking and analytical influence on research quality.
  • Wellbeing and family support programs for a balanced work-life.
Full Job Description
In this role, you will work directly alongside a senior analyst to develop research publications, maintain financial models, and engage with clients and company management teams. Your contributions will strengthen the quality and independence of Citi's equity research coverage at a time when the energy sector is at the center of global investment attention.

Responsibilities
  • Support a senior equity research analyst covering the Upstream Energy sector by contributing to all aspects of the research process, from financial modeling to publication.
  • Develop and maintain detailed financial models for Upstream Energy companies, including earnings forecasts, relative value analyses, and scenario-based frameworks.
  • Assist in authoring equity research products including earnings previews and recaps, initiation reports, and deep-dive thematic notes, to a high standard of analytical rigor and clarity.
  • Respond to client inquiries from both internal stakeholders and external investors, delivering timely and well-reasoned analytical perspectives on covered companies and sector trends.
  • Coordinate investor events including management meetings, company field trips, and expert consultant calls, ensuring seamless execution and strong client experience.
  • Contribute to the team's ongoing Upstream Energy coverage by synthesizing complex, multi-source data into actionable investment insights that support the senior analyst's views.
  • Uphold the highest standards of compliance, ethical conduct, and regulatory adherence in all research activities, ensuring outputs reflect Citi's commitment to objectivity and integrity.


Required Qualifications & Skills
  • 5 to 8 years of experience in equity research or a closely related financial analysis discipline, with a track record of supporting senior analysts on complex coverage.
  • Solid foundation in accounting principles and financial modeling, applied within an equity research context.
  • Established experience working alongside senior equity research analysts, with direct exposure to the research publication lifecycle.
  • Excellent written and interpersonal communication skills, with the ability to present complex ideas clearly and concisely to institutional clients and internal stakeholders.
  • Active FINRA licenses: SIE, Series 63, Series 86, and Series 87 (or commitment to obtain upon hire).
  • Bachelor's degree or equivalent professional experience.


Beneficial Skills & Qualifications
  • MBA, graduate degree, or CFA designation, reflecting a commitment to advanced financial expertise.
  • Sector-specific knowledge of Upstream Energy, including familiarity with exploration and production dynamics, commodity markets, and energy company valuation frameworks.
  • Experience engaging directly with company management teams or institutional investors in a research or advisory capacity.


What We Offer

At Citi, we believe that meaningful work, genuine flexibility, and a culture of collaboration are the foundation of a fulfilling career. As a Senior Associate within our Equity Research team, you will have the opportunity to work closely with an experienced senior analyst, deepen your expertise in the Upstream Energy sector, and grow your career within a globally connected firm that invests seriously in its people.
  • Exposure to global institutional clients and cross-regional research collaboration, broadening your professional network and market perspective.
  • Support toward obtaining and maintaining your FINRA licenses (SIE, Series 63, Series 86, and Series 87), with access to learning resources and regulatory guidance.
  • Structured learning and development opportunities, including access to industry training, mentorship from senior research professionals, and defined pathways for career progression.
  • A culture that values independent thinking and intellectual rigor, where your analytical contributions directly influence research quality and client outcomes.
  • Competitive compensation and financial wellbeing benefits, commensurate with a senior-level role at a leading global financial institution.
  • Wellbeing and family support programs designed to help you thrive both inside and outside of work.


Apply today to bring your equity research expertise to one of the world's leading financial institutions and play a key role in supporting Upstream Energy coverage that matters to institutional investors worldwide.

#LI-LK2

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:
Jun 23, 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.

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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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