Senior Equity Research – U.S. Multi-Industries & E&C (Hybrid)

Citibank (Switzerland) AG; Northern, New York (KY, NY); Hybrid; Confidential; Full time

Benefits offered by this job

Hybrid work model

Professional development

Competitive compensation

Job summary

Citi’s Equity Research team is seeking a Senior Associate to support the lead analyst covering the U.S. Multi-Industry and Engineering & Construction sectors.

You will contribute to building financial models, drafting research, and engaging with institutional clients globally. The role blends deep fundamental analysis with AI-driven research methods, requiring strong modeling skills, industry knowledge, and the ability to deliver timely, high-quality insights in a fast-paced environment.

Qualifications

• 5–8 years of experience in sell-side equity research or a 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, comps, 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.
• Intellectual curiosity and a genuine passion for financial markets and investing.

Responsibilities

• Build, maintain, and update detailed financial models for companies across the U.S. Multi-Industry and Engineering & Construction sectors.
• 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, end-market exposures, and relevant market data to identify key investment themes, risks, and opportunities.
• Develop a strong understanding of the key drivers affecting covered companies, including infrastructure and construction spending, capital investment cycles, project activity, pricing, margins, backlog trends, and broader macroeconomic conditions.
• Respond to inquiries from internal and external clients, delivering timely and well-informed perspectives on covered companies and industry developments.
• 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 scalability 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.

Skills

Financial modeling

Valuation analyses

Analytical skills

Attention to detail

Multitasking

Education

Bachelor’s degree in Finance, Accounting, Economics, Business

MBA or CFA designation (Beneficial)

Tools

Excel

SIE licensing

Series 63

Series 86

Series 87

Job description

Citi’s Equity Research team is seeking a Senior Associate to support the lead analyst covering the U.S. Multi-Industry and Engineering & Construction sectors.

You will contribute to building financial models, drafting research, and engaging with institutional clients globally. The role blends deep fundamental analysis with AI-driven research methods, requiring strong modeling skills, industry knowledge, and the ability to deliver timely, high-quality insights in a fast-paced environment.