Equity Research Senior Associate - Airfreight & Surface Transportation, AVP, New York, NY

Citibank; New York (NY); On-site; USD 150,000 - 175,000; Full time

Job summary

An established industry player seeks a Research Senior Associate to provide high-quality investment insights and support equity research initiatives. This role involves maintaining and creating financial models, assisting in the publication of research reports, and coordinating investor meetings. The ideal candidate will have a strong background in equity research, excellent analytical and communication skills, and a commitment to delivering objective insights. Join a dynamic team where your contributions will directly influence investment decisions and help shape the future of financial research.

Benefits

Medical, Dental & Vision Coverage

401(k) Plan

Life Insurance

Disability Insurance

Wellness Programs

Paid Time Off

Paid Holidays

Qualifications

• 5-8 years of experience in equity research with strong analytical skills.
• MBA or CFA preferred with good knowledge of accounting and modeling.

Responsibilities

• Deliver high-quality investment insights and maintain company models.
• Assist with client inquiries and coordinate investor meetings.

Skills

Equity Research

Accounting

Modeling

Interpersonal Skills

Writing Skills

Attention to Detail

Education

MBA or Graduate Degree

Bachelor’s/University Degree

Job description

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.

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.

Qualifications:

• 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 equity research analysts
• Excellent inter-personal and writing skills
• Attention to detail
• Secure and maintain applicable licenses

Education:

• Bachelor’s/University degree or equivalent experience

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Job Family Group:

Research

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Job Family:

Research Analysis

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Time Type:

Full time

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Primary Location:

New York New York United States

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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.

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Anticipated Posting Close Date:

May 14, 2025

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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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