Senior Associate, Digital Assets Research & AI Tools

Citi; Getzville (NY); Hybrid; USD 85,000 - 105,000; Full time

Benefits offered by this job

Hybrid work model

Professional development

Wellbeing resources

Job summary

Citi’s Equity Research team in Getzville, NY seeks a Senior Associate to support the lead analyst covering the Digital Assets and Information Services sector. You will contribute to high-quality, independent investment insights for institutional clients globally, shaping financial models, research workstreams, and client engagements.

The role offers a hybrid schedule with three days in the office and two remote, opportunities to mentor junior colleagues, and exposure to AI-driven research

Qualifications

• 5 to 8 years of experience in sell-side equity research or closely related investment research function.
• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field.
• Strong understanding of financial statements, accounting fundamentals, and corporate finance.
• Experience building financial models and performing company valuation analyses (DCF, comparable companies, precedent transactions, or similar methodologies).
• Active holding of, or eligibility to obtain, SIE, Series 63, Series 86, and Series 87 licenses.
• Excellent analytical and problem-solving skills.
• High attention to detail with the ability to manage multiple priorities in a fast-paced environment.
• Intellectual curiosity and a genuine passion for financial markets and investing.
• Ability to learn quickly and develop expertise in a new industry or sector.

Responsibilities

• Build, maintain, and update detailed financial models for companies across the Transportation & Shipping sector, including relative value analysis, earnings forecasts, and scenario modeling to support investment recommendations.
• Draft and co-author equity research publications, including earnings previews and recaps, initiation reports, industry deep dives, thematic research, and other sector-focused content.
• Analyze company fundamentals, industry trends, competitive dynamics, and relevant market data to identify key investment themes, risks, and opportunities.
• Respond to inquiries from internal and external clients, delivering timely and well-informed perspectives on Transportation & Shipping sector developments and covered companies.
• Coordinate and support investor events including management meetings, company visits, industry conferences, and calls with industry experts and consultants.
• Apply AI tools and emerging technologies to enhance research workflows, streamline data analysis, and improve the quality and efficiency of published research.
• 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 judgment, maintaining the integrity of research outputs and adhering to regulatory and ethical standards at all times.

Skills

5 to 8 years experience

Bachelor’s degree in Finance, Economy,

Education

Bachelor’s degree in Finance, Accounting, Economics, Business, or related field

Job description

Citi’s Equity Research team in Getzville, NY seeks a Senior Associate to support the lead analyst covering the Digital Assets and Information Services sector. You will contribute to high-quality, independent investment insights for institutional clients globally, shaping financial models, research workstreams, and client engagements.

The role offers a hybrid schedule with three days in the office and two remote, opportunities to mentor junior colleagues, and exposure to AI-driven research