Equity Research Senior Associate, Software, Assistant Vice President

Citigroup Inc.; Getzville (NY); Hybrid; USD 85,000 - 105,000; Full time

Benefits offered by this job

Hybrid work model

Professional development and mentoring

Medical, dental & vision coverage

401(k) retirement plan

Job summary

Citigroup Inc. is seeking a Senior Associate in its Equity Research team to support the lead analyst covering the Software sector. The role involves building financial models, drafting research notes, and engaging with institutional clients globally.

You will work at the intersection of sector analysis, AI-driven methods, and direct client impact within Citi's globally connected team. Strong modeling, communication, and licensing readiness are essential.

Qualifications

• 5–8 years of experience in sell-side equity research or related investment research function.
• Ability to build and maintain complex financial models with accounting and valuation knowledge.
• Experience supporting senior research analysts and preparing client-facing materials.
• Excellent written and verbal communication translating financial analysis into clear narratives.
• Licensed or eligible for SIE, Series 63, 86, 87.

Responsibilities

• Build and update detailed financial models for Software sector companies.
• Draft and co-author equity research publications for institutional clients.
• Respond to inquiries from clients with timely, informed perspectives on software sector developments.
• Coordinate investor events and manage field trips to ensure strong client experience.
• Apply AI tools to enhance research workflows and outputs.
• Mentor junior team members and support a high-performing research environment.
• Evaluate investments with sound judgment, upholding regulatory and ethical standards.

Skills

Financial modeling

Equity research

Client communication

Licensing knowledge

Bachelor's degree

Education

Bachelor's degree in finance/economics or related field

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 Software 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 Software 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 Software 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 Software sector, including knowledge of SaaS business models, cloud infrastructure dynamics, or enterprise software 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.

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Job Family Group:

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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.

Most Relevant Skills

Please see the requirements listed above.

Anticipated Posting Close Date:

Sep 01, 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. Illinois residents – AI Notice and Right.

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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