Equity Research Analyst, Luxury, Retail, & Branded Goods

Citigroup Inc.; Greater London; Hybrid; GBP 60,000 - 90,000; Full time

Job summary

Citigroup Inc. is seeking an Equity Research Analyst to cover a group of stocks and contribute to strategic analysis. The role emphasizes building financial models, writing research reports, and conducting macroeconomic analysis on the global energy space, with interaction to institutional investors and due diligence support.

The position requires strong analytical capability, communication skills, and awareness of regulatory certification regimes, with formal education in a relevant field.

Qualifications

• Bachelor's degree in a relevant field; Master's preferred.
• Strong financial modeling, valuation and research reporting skills.
• Experience with equity research and institutional investor communications.
• Understanding of regulatory environment and certifications.

Responsibilities

• Own a group of stocks to cover in assigned sectors.
• Build financial models, write research reports and conduct macroeconomic analysis.
• Communicate ideas to institutional investors and assist due diligence.
• Interact with Citi's product teams to identify trends and opportunities.
• Engage with clients, arrange company visits and monitor earnings events.
• Develop valuation techniques and establish expertise in the space.
• Ensure compliance with fit, proper and regulatory requirements.

Skills

Financial modeling

Equity research

Macroeconomic analysis

Investment communication

Due diligence

Education

Bachelor's degree, Master's preferred

Job description

The Research Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities:

• The Equity Research Analyst will have primary responsibility of a group of stocks in the sectors described above

• Responsibilities include: building financial models, writing research reports, conducting macroeconomic analysis on the global energy industry, communicating our team's ideas to institutional investors, conducting due diligence and working with Citi's product team to identify trends in the space.

• Self-starter; used to working in a team environment and who has the ambition to progress his/her career within equity research

• Conduct analysis

• Make Investment Recommendations

• Interact with Institutional Clients

• Arrange company visits and regular management contact for investing clients and due diligence purposes

• Attend industry conferences and speak to industry contacts

• Track company events and earnings

• Develop financial models and valuation techniques

• Establish yourself as an expert

• 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.

Recommended Qualifications:

• Distill research into an investable thesis and write report/note
• Market ideas to internal constituents and clients via phone calls and client marketing trips
• Help facilitate direct corporate access for investors
• Provide independent (regulatory controlled)
• Secure and maintain applicable licenses.

Education:

• Bachelor's/University degree, Master's degree preferred

Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime.

The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016.

Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.

Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety:

• Honesty, integrity and reputation
• Financial soundness
• Competence and capability

In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above.

This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks.

Job Family Group:

Research

Job Family:

Research Analysis

Time Type:

Full time

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi .

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