Equity Research Senior Associate, Healthcare Services

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

Benefits offered by this job

Hybrid schedule

Global platform access

Professional development

Competitive compensation

Job summary

Citi's Equity Research team in New York is seeking a Senior Associate to support the lead analyst covering Healthcare Services, delivering high-quality investment insights to institutional clients globally. You will contribute to research publications, financial models, and client engagement for a dynamic sector at the intersection of sector analysis and AI-driven research.

The role offers a hybrid work arrangement, opportunities to mentor junior staff, exposure to senior leadership, and a path

Qualifications

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

Responsibilities

• Build and update detailed financial models for Healthcare Services companies, including scenario analysis.
• Draft and co-author equity research publications and earnings previews/recaps.
• Respond to client inquiries with timely, informed insights on sector developments.
• Coordinate investor events and manage management meetings and field trips.
• Apply AI tools to enhance research workflows and outputs.
• Mentor junior team members and contribute to a high-performing research environment.
• Evaluate business decisions while ensuring research integrity and regulatory compliance.

Skills

Sell-side equity research

Financial modelling

Client communication

AI in research

Mentoring

Regulatory knowledge

Time management

Education

Bachelor's degree or equivalent

MBA/CFA designation (beneficial)

Job description

Equity Research Senior Associate, Healthcare Services

Job Req Id:

26981767

Location(s):

New York, New York, United States

Job Type:

Hybrid

Posted:

Jul. 23, 2026

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 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

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.

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 ( opens in new window)

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.

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 ( opens in new window).

View Citi’s EEO Policy Statement ( opens in new window) and the Know Your Rights ( opens in new window) poster.