Technology - Research Senior Associate

Citigroup Inc.; United States; Hybrid; USD 100,000 - 160,000; Full time

Benefits offered by this job

Hybrid working model

Professional development & mentorship

Medical coverage and wellbeing support

Competitive retirement contributions

Job summary

Citigroup Inc. is seeking a Technology - Research Senior Associate to contribute to development of new techniques and improve workflows in the Research unit.

You will model, publish earnings previews, and coordinate investor interactions while ensuring compliance and quality across analyses. The role requires strong analytical and communication skills, with leadership responsibilities and mentoring for new recruits.

Qualifications

• Education: Bachelor's/University degree or equivalent experience.
• Previous relevant work experience.
• Good knowledge of accounting and modelling.
• Excellent inter-personal and writing skills.
• Attention to detail.
• Secure and maintain applicable licenses.

Responsibilities

• Maintain and update existing company models; create new models and maintain relative value sheets.
• Assist with publication of earnings previews/recaps, initiation reports, deep dive notes and other group products.
• Assist with client inquiries and requests (internal and external).
• Assist with coordination of investor meetings and conference calls with consultants.
• Assess risk when making business decisions; ensure compliance with laws and Citi policies.

Skills

Strong communication

Diplomacy skills

Leadership

Coaching and training

Excellent writing

Attention to detail

Education

Bachelor's degree or equivalent

CFA/ACA/MBA preferred

Job description

The Technology - Research Senior Associate is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities:

• Citi Research focuses on delivering high quality investment insights to investors on a global basis with a high emphasis on independence and objectivity in its products and insights
• The unit produces regular written research, hosts investor meetings with company management teams, holds conference calls with industry consultants and regularly communicates with clients (both internal and external)
• Modeling: Maintaining & updating existing company models; creating new models; maintaining relative value sheets
• Research: Assist with the publication of earnings previews/recaps, initiation reports, deep dive notes as well other group products
• Communication: Assist with client inquiries and requests (internal and external)
• Events: Assist with coordination of investor meetings (management meeting & field trips) and conference calls with consultants
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.
• Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety:

• Honesty, integrity and reputation
• Financial soundness
• Competence and capability

In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above. This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks.

• Previous relevant work experience
• CFA/ACA/MBA preferred.
• Good knowledge of accounting and modelling
• Excellent inter-personal and writing skills
• Attention to detail
• Secure and maintain applicable licenses

Education:

• Bachelor's/University degree or equivalent experience

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.

By joining Citi London, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as:

• A hybrid working model that balances in-office collaboration with remote flexibility.
• Investment in your professional development through training programmes, mentorship, and skill-building opportunities.
• Employee wellbeing support including medical coverage, mental health resources, parental leave, and family support programmes.
• Competitive retirement contributions and investment options to support your long-term financial goals.

Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive.