Technology - Research Senior Associate

Citi; Greater London; Hybrid; GBP 65,000 - 100,000; Full time

Benefits offered by this job

Hybrid working model

Professional development opportunities

Competitive compensation

Job summary

Citi London is seeking a Senior Research Associate to contribute to financial modeling, earnings previews and deep-dive notes within a global research team. The role involves coordinating investor meetings, fielding client inquiries and maintaining value-driven company models.

The candidate should have solid research experience with strong accounting and modelling knowledge, excellent writing and communication skills, and a clear commitment to professional integrity and licensing requirements.

Qualifications

• Must have relevant work experience in research or finance.
• CFA/ACA/MBA is preferred.
• Strong knowledge of accounting and financial modelling.
• Excellent interpersonal and writing skills.
• Attention to detail.
• Secure and maintain applicable licenses as required.

Responsibilities

• Modeling: Maintaining & updating existing company models; creating new models; maintaining relative value sheets.
• Research: Assist with the publication of earnings previews/recaps, initiation reports, deep dive notes and other group products.
• Communication: Assist with client inquiries and requests.
• Events: Assist with coordination of investor meetings and conference calls with consultants.
• Assess risk and ensure compliance with applicable laws, rules and Citi's policies, escalating and reporting control issues where appropriate.

Skills

Relevant experience

CFA/ACA/MBA preferred

Accounting & modelling

Interpersonal & writing

Attention to detail

Licensing requirements

Education

Bachelor’s degree

Job description

The Technology - Research Senior Associate is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work‑flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub‑function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.

Responsibilities

• Citi Research focuses on delivering high quality investment insights to investors on a global basis with a high emphasis on independence and objectivity in its products and insights
• The unit produces regular written research, hosts investor meetings with company management teams, holds conference calls with industry consultants and regularly communicates with clients (both internal and external)
• Modeling: Maintaining & updating existing company models; creating new models; maintaining relative value sheets
• Research: Assist with the publication of earnings previews/recaps, initiation reports, deep dive notes as well other group products
• Communication: Assist with client inquires and requests (internal and external)
• Events: Assist with coordination of investor meetings (management meeting & field trips) and conference calls with consultants
• 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

• Previous relevant work experience
• CFA/ACA/MBA preferred.
• Good knowledge of accounting and modelling
• Excellent inter-personal and writing skills
• Attention to detail
• Secure and maintain applicable licenses

Education

• Bachelor’s/University degree or equivalent experience

What We Offer

We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best‑in‑class benefits they need to be well, live well and save well.

By joining Citi London, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as:

• Opportunities to grow your career locally and collaborate with colleagues across Citi's global network.
• A hybrid working model that balances in‑office collaboration with remote flexibility.
• Investment in your professional development through training programmes, mentorship, and skill‑building opportunities.
• Employee wellbeing support including medical coverage, mental health resources, parental leave, and family support programmes.
• Competitive retirement contributions and investment options to support your long‑term financial goals.

Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.

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.

View Citi’s EEO Policy Statement and the Know Your Rights poster.