Equity Research Senior Associate, Healthcare Services

Citigroup Inc.; New York (NY); Hybrid; USD 60,800 - 263,760; Full time

Benefits offered by this job

Hybrid work model (3 days in-office, 2

Remote collaboration with global teams

Job summary

Citigroup Inc.'s Equity Research team seeks a Senior Associate to support the lead analyst covering Healthcare Services, delivering high‑quality research, financial models, and client insights for institutional clients globally.

You will contribute to research publications, engage with clients, and apply AI tools to improve workflows while mentoring junior members in a fast‑paced, collaborative environment.

Qualifications

• 5 to 10 years of sell-side equity research experience, focusing on Healthcare Services or related sector.
• Bachelor's degree or equivalent in finance, economics, or related field.
• Demonstrated ability to build and maintain complex financial models with strong accounting and valuation knowledge.
• Experience supporting senior research analysts and producing client-facing materials.
• Excellent written and verbal communication skills with ability to translate analysis into clear narratives.
• Active holding of, or eligibility to obtain, SIE, Series 63, Series 86, and Series 87 licenses.
• Strong attention to detail and ability to manage multiple priorities under time pressure.

Responsibilities

• Build, maintain, and update detailed financial models for Healthcare Services sector companies.
• Draft and co-author equity research publications including earnings previews and recaps, initiation reports, and thematic deep-dive notes.
• Respond to inquiries from internal and external clients with timely, informed views on sector developments.
• Coordinate and support investor events ensuring strong client experience.
• Apply AI tools to enhance research workflows and data analysis.
• Mentor and support junior team members and maintain high-performing research environment.
• Evaluate business and investment decisions with integrity and regulatory compliance.

Skills

Sell-side equity research

Financial modeling

Research publication support

Client communication

Licenses: SIE/Series 63/86/87

Attention to detail

Education

Bachelor's degree in finance/economics or related field

Job description

Citi's Equity Research team is looking for a Senior Associate to support the lead analyst covering the Healthcare 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 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 the Healthcare Services 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 Healthcare Services 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 10 years of experience in sell-side equity research experience, with a focus on Healthcare Services or a closely aligned sector.
• Bachelor's degree or equivalent experience in finance, economics, or a related field.
• 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.
• 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.
• Significant recent performance in external analyst surveys across the Healthcare Services sector, evidencing market recognition of research quality and client impact.

What We Offer

Joining Citi's Equity Research team means working alongside experienced analysts on a global platform, with the tools, access, and support to develop your expertise and deliver meaningful impact for clients. We offer a working environment built on performance, collaboration, and continued professional growth.

• A hybrid working model offering 3 days in the office and 2 days working remotely, providing flexibility without compromising team collaboration.
• Direct exposure to senior research leadership and institutional clients, accelerating your professional development within sell-side equity research.
• Access to Citi's global research platform, providing scale, resources, and cross-sector connectivity that few firms can offer.
• Ongoing learning and development opportunities, including support for professional qualifications and emerging research methodologies including AI.
• Competitive compensation and a comprehensive benefits package reflective of a senior individual contributor role at a leading global financial institution.

Job Family Group:

Research

Job Family:

Research Analysis

Time Type:

Full time

Primary Location:

New York New York United States

Primary Location Full Time Salary Range:

$60,800.00 - $263,760.00

Citi offers competitive employee benefits, including:

• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

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

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date:

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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Equal Opportunity Employer

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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