Equity Research Senior Associate, Autos, Assistant Vice President

Citi; Getzville (NY); Hybrid; USD 85,000 - 105,000; Full time

Benefits offered by this job

Hybrid working model

Professional development opportunities

Wellbeing programs

Job summary

Citi’s Equity Research team in Getzville, NY is seeking a Senior Associate to support the Autos sector lead analyst. You will help shape research publications, financial models, and client engagement for institutional clients globally.

You will work at the intersection of deep sector analysis, AI-driven research methods, and direct client impact within a globally connected team, mentoring juniors and ensuring rigorous, compliant outputs.

Qualifications

• 5–8 years of experience in sell-side equity research or related investment research
• Strong ability to build and maintain complex financial models with accounting/valuation skills
• Experience supporting senior analysts and preparing client-facing research materials
• Excellent written and verbal communication, translating analysis into narratives

Responsibilities

• Build and update detailed financial models for Autos sector companies
• Draft and co-author equity research publications for institutional clients
• Respond to inquiries from clients with informed perspectives on sector developments
• Coordinate investor events and ensure strong client experience
• Apply AI tools to enhance research workflows and outputs
• Mentor junior team members and support a high-performing environment
• Evaluate business and investment decisions while maintaining research integrity and regulatory standards

Skills

Equity research experience

Financial modeling

Client-facing communications

Licenses: SIE/Series 63/86/87

AI tools in research

Education

Bachelor's degree in finance/economics

MBA or CFA designation (beneficial)

Tools

AI tools

Data analytics platforms

Job description

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.

Job Family Group: Research

Job Family: Research Analysis

Time Type: Full time

Primary Location: Getzville New York United States

Primary Location Full Time Salary Range: $85,000.00 - $105,000.00

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.

Anticipated Posting Close Date: Oct 09, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

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