Equity Research Senior Associate, Tech & Comms - AI

Citi; New York (NY); On-site; USD 150,000 - 175,000; Full time

Job summary

Citi’s Equity Research team in New York is seeking a Senior Associate to co-author institutional research, build advanced financial models, and shape investment perspectives in the Technology & Communications AI sector.

You will publish research, contribute to publications and events, and mentor junior staff while integrating AI tools to enhance analysis and publication speed.

Qualifications

• 4 to 8 years of sell-side equity research experience in Technology & Communications.
• Bachelor’s degree or equivalent in finance, economics, or related field.
• Ability to construct and maintain complex financial models with strong accounting and valuation knowledge.
• Experience preparing research materials and client-facing communications.
• Excellent written and verbal communication skills.
• Licenses: SIE, Series 63, Series 86, and Series 87.
• Attention to detail and ability to manage priorities under time pressure.

Responsibilities

• Author and co-publish equity research across the Technology & Communications | AI sector, including earnings previews and recaps, initiation reports, and thematic deep-dive notes distributed to institutional clients.
• Build and maintain detailed financial models covering relative value analysis, earnings forecasts, and scenario modelling to underpin well-reasoned investment recommendations.
• Deliver timely, informed perspectives to internal and external clients on sector developments and covered companies, responding to inquiries with clarity and precision.
• Coordinate investor events including management meetings, company field trips, and industry consultant calls, ensuring a high-quality client experience from end to end.
• Integrate AI tools and emerging technologies into research workflows to improve data analysis, accelerate publication cycles, and raise the overall quality of outputs.
• Mentor junior team members through hands‑on guidance and knowledge sharing, contributing to a high‑performing research environment.
• Uphold the integrity of all research outputs by exercising sound judgement and adhering to regulatory and ethical standards across all investment-related activities.

Skills

Sell-side equity research

Financial modeling

Written communication

Licenses: SIE/Series 63/86/87

Time management

Education

Bachelor’s degree in finance/economics or related field

Job description

Citi’s Equity Research team is looking for a Senior Associate to join its Technology & Communications | AI sector team, working at the intersection of public markets, venture capital, and the forces reshaping the global technology landscape. In this role, you will co-author institutional research, build sophisticated financial models, and help establish Citi’s thought leadership through written publications, multimedia, and industry events. This is a high-impact opportunity for a seasoned research professional ready to shape investment perspectives on one of the most dynamic sectors in global markets.

Responsibilities

• Author and co-publish equity research across the Technology & Communications | AI sector, including earnings previews and recaps, initiation reports, and thematic deep-dive notes distributed to institutional clients.
• Build and maintain detailed financial models covering relative value analysis, earnings forecasts, and scenario modelling to underpin well-reasoned investment recommendations.
• Deliver timely, informed perspectives to internal and external clients on sector developments and covered companies, responding to inquiries with clarity and precision.
• Coordinate investor events including management meetings, company field trips, and industry consultant calls, ensuring a high-quality client experience from end to end.
• Integrate AI tools and emerging technologies into research workflows to improve data analysis, accelerate publication cycles, and raise the overall quality of outputs.
• Mentor junior team members through hands‑on guidance and knowledge sharing, contributing to a high‑performing research environment.
• Uphold the integrity of all research outputs by exercising sound judgement and adhering to regulatory and ethical standards across all investment-related activities.

Required Qualifications & Skills

• 4 to 8 years of sell-side equity research experience, with a focus on the Technology & Communications sector or a closely aligned coverage area.
• Bachelor’s degree or equivalent experience in finance, economics, or a related field.
• Demonstrated ability to construct and maintain complex financial models, with a strong command of accounting principles and valuation frameworks.
• Experience preparing research materials and client‑facing communications in support of senior research analysts.
• Excellent written and verbal communication skills, with the ability to translate nuanced financial analysis into clear, compelling research narratives.
• Active holding of, or eligibility to obtain, SIE, Series 63, Series 86, and Series 87 licenses.
• Strong attention to detail and the ability to manage competing priorities accurately under time‑sensitive conditions.

Beneficial Skills & Qualifications

• MBA, graduate degree, or CFA designation reflecting advanced financial and analytical expertise.
• Significant recent recognition in external analyst surveys across the Technology & Communications sector, demonstrating measurable market impact and research quality.

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 Technology & Communications 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:

New York New York United States

Primary Location Full Time Salary Range:

$150,000.00 - $175,000.00

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:

Oct 12, 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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