Equity Research Senior Associate, Digital Assets and Information Services

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

Benefits offered by this job

Hybrid work model

Professional development opportunities

Wellbeing resources

Competitive compensation

Job summary

Citi's Equity Research team in Getzville, NY is seeking a Senior Associate to support the lead analyst covering the Digital Assets and Information Services sector. You will contribute to high‑quality, independent investment insights and build financial models, shaping research for institutional clients globally.

The role blends deep fundamental analysis with AI‑driven methods, involves drafting equity publications, interacting with clients, mentoring junior staff, and maintaining research

Qualifications

• 5 to 8 years of experience in sell-side equity research or a closely related investment research function.

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.

Skills

Financial modeling

Equity research

Licenses (SIE, Series 63, 86, 87)

Analytical skills

Attention to detail

Learning agility

Industry knowledge

Education

Bachelor's degree in Finance/Accounting/Economics/Business

Tools

Excel

Job description

Citi's Equity Research team is looking for a Senior Associate to support the lead analyst covering the Digital Assets and Information Services 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 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.

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.

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

Anticipated Posting Close Date

Sep 02, 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.

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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