Equity Research Senior Associate, Autos, Assistant Vice President

CFA Institute; Buffalo (NY); Hybrid; USD 85,000 - 105,000; Full time

Benefits offered by this job

Hybrid work model

Professional development programs

Medical, dental, and vision coverage

401(k) retirement plan

Job summary

Citi's Equity Research team seeks a Senior Associate to support the Autos sector lead, delivering independent investment insights for institutional clients worldwide. You will contribute to research publications, financial models, and client engagement in a globally connected team.

Role emphasizes AI-driven methods, mentorship, and maintaining research integrity within regulatory guidelines. Hybrid work and ongoing professional development are offered.

Qualifications

• 5–8 years of experience in sell-side equity research or related investment research.
• Ability to build and maintain complex financial models with accounting and valuation frameworks.
• Experience preparing research materials and client-facing communications.
• Strong written and verbal communication skills.
• Eligible to obtain SIE, Series 63, Series 86, Series 87 licenses.
• Bachelor's degree in finance, economics, or related field.
• Detail-oriented with the ability to manage multiple priorities.

Responsibilities

• Build and update detailed financial models for Autos sector companies.
• Draft and co-author equity research publications for institutional clients.
• Respond to client inquiries with timely, informed perspectives.
• Coordinate investor events and field trips to ensure strong client experience.
• Apply AI tools to enhance research workflows and outputs.
• Mentor junior team members and support a high-performing environment.
• Evaluate investments with sound judgement and adhere to regulatory standards.

Skills

Financial modelling

Communication skills

Client-facing communications

Equity research experience

Attention to detail

Project prioritisation

Licensing eligibility (SIE/Series 63/\

Education

Bachelor's degree in finance/economics

MBA or CFA designation (beneficial)

Job description

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 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 Overview

Citi's Equity Research team is looking for a Senior Associate to support the lead analyst covering the Autos sector, contributing to the delivery of high-quality, independent investment insights to institutional clients globally. In this role, you will play a meaningful part in shaping research publications, financial models, and client engagement for one of the most dynamic sectors in today's market. This is an opportunity to work at the intersection of deep sector analysis, AI-driven research methods, and direct client impact within a globally connected team.

Responsibilities

• Build, maintain, and update detailed financial models for Autos sector companies, including relative value analysis, earnings forecasts, and scenario modelling to support investment recommendations.
• Draft and co-author equity research publications including earnings previews and recaps, initiation reports, and thematic deep-dive notes for distribution to institutional clients.
• Respond to inquiries from internal and external clients, delivering timely and well-informed perspectives on Autos sector developments and covered companies.
• Coordinate and support investor events including management meetings, company field trips, and industry consultant calls, ensuring seamless execution and strong client experience.
• Apply AI tools and emerging technologies to enhance research workflows, streamline data analysis, and improve the quality and efficiency of published outputs.
• Mentor and support junior team members, contributing to a high-performing research environment through knowledge sharing and day-to-day guidance.
• Evaluate business and investment decisions with sound judgement, maintaining the integrity of research outputs and adhering to regulatory and ethical standards at all times.

Required Qualifications & Skills

• 5 to 8 years of experience in sell-side equity research or a closely related investment research function.
• Demonstrated ability to build and maintain complex financial models with a strong command of accounting principles and valuation frameworks.
• Experience supporting senior research analysts, including preparation of research materials and client-facing communications.
• Excellent written and verbal communication skills, with the ability to translate complex financial analysis into clear, compelling research narratives.
• Active holding of, or eligibility to obtain, SIE, Series 63, Series 86, and Series 87 licenses.
• Bachelor's degree or equivalent experience in finance, economics, or a related field.
• High attention to detail and the ability to manage multiple priorities accurately under time-sensitive conditions.

Beneficial Skills & Qualifications

• MBA, graduate degree, or CFA designation, demonstrating advanced financial and analytical expertise.
• Familiarity with the Autos sector, including knowledge of OEM business models, supply chain dynamics, or EV transition trends.
• Hands-on experience applying AI tools or data analytics platforms to investment research or financial analysis workflows.

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 programs, mentorship, and skill-building opportunities.
• Employee wellbeing support including medical coverage, mental health resources, parental leave, and family support programs.
• Competitive retirement contributions and investment options to support your long-term financial goals.

Full Time Salary Range

$85,000.00 - $105,000.00

Primary Location

Getzville New York United States

Time Type

Full time

Additional Benefits

• 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.

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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