Equity Research Senior Associate, Digital Assets and Information Services

University of Alabama Libraries; Buffalo, Northern (NY, KY); Hybrid; USD 85,000 - 105,000; Full time

Benefits offered by this job

Hybrid working model

Professional development

Wellbeing resources

Competitive compensation

Job summary

Citi's Equity Research team seeks a Senior Associate to support the lead analyst covering Digital Assets and Information Services, delivering high-quality investment insights to institutional clients globally. You will help shape research, financial models, and client engagement across a dynamic sector including transportation and related industries.

The role emphasizes applying AI tools to research workflows, mentoring juniors, and maintaining rigorous standards in a hybrid, office-and-remote

Qualifications

• 5 to 8 years of experience in sell-side equity research or a related function.
• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• Strong understanding of financial statements and corporate finance.
• Experience building financial models and performing valuation analyses (DCF, comps, precedents).
• Active holding of, or eligibility to obtain, SIE, Series 63, Series 86, and Series 87 licenses.
• Excellent analytical and problem-solving skills.
• High attention to detail with the ability to manage multiple priorities in a fast-paced environment.
• Intellectual curiosity and a genuine passion for financial markets and investing.
• Ability to learn quickly and develop expertise in a new industry or sector.

Responsibilities

• Build and update detailed financial models for Transportation & Shipping sector companies, including valuation and scenario modeling.
• Draft and co-author equity research publications (earnings previews, recaps, initiation reports).
• Analyze company fundamentals, industry trends, and risks to identify investment themes.
• Respond to inquiries from clients with timely perspectives on sector developments and covered companies.
• Coordinate and support investor events including management meetings and industry conferences.
• Apply AI tools and emerging technologies to enhance research workflows and efficiency.
• Mentor and support junior team members within the research team.
• Maintain research integrity and regulatory/ethical standards in all outputs.

Skills

5–8 years experience

Financial modeling

SIE license

Series 63/86/87 licenses

Analytical skills

Attention to detail

Adaptability

Fast learning

Education

Bachelor's degree in Finance, Accounting, Economics, Business, or related

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 Digital Assets and Information Servicessector, 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 investment research, financial models, and client engagement across a dynamic sector spanning engineering construction, airfreight, surface transportation, logistics, shipping, and related industries. This is an opportunity to combine deep fundamental analysis, financial modeling, industry research, and emerging AI-driven research methods while working within Citi's globally connected research platform.

Responsibilities

• Build, maintain, and update detailed financial models for companies across the Transportation & Shipping sector, including relative value analysis, earnings forecasts, and scenario modeling to support investment recommendations.
• Draft and co-author equity research publications, including earnings previews and recaps, initiation reports, industry deep dives, thematic research, and other sector-focused content.
• Analyze company fundamentals, industry trends, competitive dynamics, and relevant market data to identify key investment themes, risks, and opportunities.
• Respond to inquiries from internal and external clients, delivering timely and well-informed perspectives on Transportation & Shipping sector developments and covered companies.
• Coordinate and support investor events including management meetings, company visits, industry conferences, and calls with industry experts and consultants.
• Apply AI tools and emerging technologies to enhance research workflows, streamline data analysis, and improve the quality and efficiency of published research.
• 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 judgment, 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.
• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
• Strong understanding of financial statements, accounting fundamentals, and corporate finance.
• Experience building financial models and performing company valuation analyses (DCF, comparable companies, precedent transactions, or similar methodologies).
• Active holding of, or eligibility to obtain, SIE, Series 63, Series 86, and Series 87 licenses.
• Excellent analytical and problem-solving skills.
• High attention to detail with the ability to manage multiple priorities in a fast-paced environment.
• Intellectual curiosity and a genuine passion for financial markets and investing.
• Ability to learn quickly and develop expertise in a new industry or sector.

Beneficial Skills & Qualifications

• MBA, graduate degree, or CFA designation, demonstrating advanced financial and analytical expertise.
• Familiarity with the Industrials sector, including knowledge of engineering, airfreight, logistics, trucking, railroads, shipping, or broader transportation industry dynamics.
• Hands-on experience applying AI tools or data analytics platforms to investment research or financial analysis workflows.

What We Offer

At Citi, you will work alongside a team of experienced research professionals operating at the forefront of the global technology sector, with access to the resources, relationships, and reach of one of the world's leading financial institutions.

We are committed to supporting your long-term career growth, professional development, and overall wellbeing.

• Hybrid working model with 3 days in the office and 2 days working remotely, giving you flexibility and structure in equal measure.
• Strategic influence over how Citi's Multi Industrials research reaches institutional clients and shapes market perspectives globally.
• Access to senior leadership, global industry networks, and cross-functional collaboration across Citi's research and investment banking franchise.
• Ongoing learning and professional development opportunities, including support for advanced qualifications and continuing education.
• Wellbeing support and work-life balance resources designed to sustain long-term performance and personal resilience.
• Competitive compensation and financial wellbeing benefits, including access to Citi's broader employee financial programmes.

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. Available offerings may vary by jurisdiction, job level, and date of hire.

Anticipated Posting Close Date

Sep 18, 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.

Illinois residents - AI Notice and Right

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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 .

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