Equity Research Senior Associate, Technology & Communications

Citibank (Switzerland) AG

New York (NY)

Hybrid

Confidential

Full time

14 days+

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Benefits offered by this job

Hybrid work model (3 days in office, 2

Job summary

Citi’s Equity Research team is seeking a Senior Associate in the Technology & Communications sector, hybrid in New York. You will co-author institutional research, build sophisticated financial models, and publish notes for clients, shaping investment perspectives in a dynamic tech landscape.

The role requires 5–10 years of sell-side experience, strong modeling skills, and excellent communication, with licenses such as SIE/Series 63/86/87 being advantageous.

Qualifications

  • 5–10 years of sell-side equity research experience in Technology & Communications or a related area.
  • Bachelor's degree or equivalent in finance, economics, or related field.
  • Demonstrated ability to construct and maintain complex financial models with strong accounting knowledge.
  • Experience preparing research materials and client-facing communications for senior analysts.
  • Excellent written and verbal communication skills; able to translate complex analysis into clear narratives.

Responsibilities

  • Author and co-publish equity research across the Technology & Communications sector.
  • Build and maintain detailed financial models covering valuation, earnings, and scenarios.
  • Deliver timely insights to clients and internal teams on sector developments.
  • Coordinate investor events including meetings, field trips, and calls; ensure high-quality client experience.
  • Integrate AI tools to improve data analysis and publication cycles.
  • Mentor junior researchers and uphold research integrity and regulatory standards.

Skills

Financial modeling
Equity research
Client communications
Regulatory licenses (SIE, Series 63, 8

Education

Bachelor's degree in finance/economics
MBA or CFA (beneficial)

Tools

Excel modeling

Job description

## Equity Research Senior Associate, Technology & CommunicationsApplyremote type: Hybridlocations: New York New York United Statestime type: Full timeposted on: Posted Todaytime left to apply: End Date: August 9, 2026 (16 days left to apply)job requisition id: 26981790Citi's Equity Research team is looking for a Senior Associate to join its Technology & Communications 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 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* 5 to 10 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 OfferAt 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.*Apply today to bring your equity research expertise to Citi's Technology & Communications team and help define how institutional investors understand the future of tech*.
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