Research Sr Associate (Non-lending Financials) - Assistant Vice President

Citi; Mumbai; Hybrid; INR 1,500,000 - 2,200,000; Full time

Benefits offered by this job

Career growth

Hybrid work model

Training & mentoring

Wellbeing programs

Retirement contributions

Job summary

Citi in Mumbai invites seasoned equity research professionals to join as Assistant Vice President, Research Senior Associate (Non-lending Financials) in a hybrid role. You’ll lead analytical work, model company forecasts, and contribute to investment insights for credit investors. Ideal candidates have 5–8 years in equity research, strong accounting/modelling skills, and relevant licenses.

The position offers global exposure, mentorship, and a path to leadership within Citi Research.

Qualifications

• Bachelor’s/University degree or equivalent experience.
• 5–8 years previous experience.
• MBA or graduate degree and/or CFA preferred.
• Experience in Equity Research.
• Good knowledge of accounting and modelling.
• Experience in supporting senior research analysts.
• Excellent inter-personal and writing skills.
• Attention to detail.
• Secure and maintain applicable licenses.

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 as well other group products.
• Communication: Assist with client inquiries 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, ensuring compliance with laws, and safeguarding Citi and clients.

Skills

Equity Research

Accounting

Financial Modelling

Communication

Attention to Detail

Licensing

Education

Bachelor's degree or equivalent

MBA/CFA preferred

Job description

Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At Citi, you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. We’re fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You’ll also have the chance to give back and make a positive impact on where we live and work through volunteerism.

Shape your Career with Citi

We’re currently looking for a high caliber professional to join our team as Assistant Vice President, Research Senior Associate (Non- lending Financials) - Hybrid (Internal Job Title: Research Snr. Associate - C12) based in Mumbai, India. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decisions and manage your financial well‑being to help plan for your future.

What We Offer

• 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.

The Research Sr 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.

In this role, you’re expected to:

• Citi Research focuses on delivering high quality investment insights to credit 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.

As a successful candidate, you’d ideally have the following skills and exposure:

• Bachelor’s/University degree or equivalent experience
• 5-8 years previous experience
• MBA or graduate degree and/or CFA preferred.
• Experience in Equity Research
• Good knowledge of accounting and modelling
• Experience in supporting senior research analysts
• Excellent inter-personal and writing skills
• Attention to detail
• Secure and maintain applicable licenses

Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe.

At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

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.

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