US Equity Strategy Analyst — Hybrid, Data-Driven Insights

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

Benefits offered by this job

Hybrid work model

Professional development

Medical, dental & vision coverage

Retirement contributions

Job summary

Citi Research in New York is seeking a US Equity Strategy Analyst to join its US Equity Strategy team. The role demands strong analytical skills and independence to drive high-impact market insights and investment themes for internal and external clients.

You will develop as a subject matter expert on US equity markets, publish research, and collaborate with global Citi teams. The position offers a hybrid work model and robust benefits.

Qualifications

• 3-10 years of experience in equity research, investment strategy, or a closely related financial markets discipline.
• FINRA Series 86, 87 & 63 and the SIE or to obtain within 180 days.
• Demonstrates advanced technical and analytical skills with the ability to construct and manage sophisticated financial models and databases.
• Communicates clearly and persuasively in both written and spoken formats, with the ability to present complex ideas accessibly to a range of audiences.
• Works with a methodical and structured approach, managing multiple deliverables with a high degree of organization and attention to detail.
• Holds, or is able to obtain and maintain, applicable regulatory licenses relevant to the role and jurisdiction.
• Bachelor's degree or equivalent university-level qualification.

Responsibilities

• Build, maintain, and enhance financial databases and models that support ongoing and bespoke research needs.
• Assess macro and micro economic forces at work and incorporate into our market views.
• Analyze global equity markets and financial trends to produce timely, well-reasoned investment insights that inform client decisions and support Citi’s broader research output.
• Author high-quality research reports and thematic pieces that clearly communicate Citi’s investment views to external clients and internal stakeholders.
• Originate and develop analysis of US investment themes, contributing to US Equity Strategy product
• Deliver tailored analysis and data-driven responses to requests from investors and Citi colleagues, ensuring accuracy and relevance to their specific needs.
• Collaborate closely with Citi Research professionals across regions and disciplines to ensure a consistent, globally informed perspective in all published work.
• Uphold the highest standards of risk awareness and professional conduct, ensuring all work reflects sound judgement, regulatory compliance, and the protection of clients and the firm.

Skills

Equity research experience

FINRA licenses

Financial modeling

Communication skills

Project management

Regulatory licenses

Education

Bachelor's degree

Job description

Citi Research in New York is seeking a US Equity Strategy Analyst to join its US Equity Strategy team. The role demands strong analytical skills and independence to drive high-impact market insights and investment themes for internal and external clients.

You will develop as a subject matter expert on US equity markets, publish research, and collaborate with global Citi teams. The position offers a hybrid work model and robust benefits.