Research Senior Associate

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Job Overview

Citigroup Global Markets Inc. seeks a Research Senior Associate for its New York, NY location.

Duties: Deliver investment advice and insights to institutional investors, corporations, and other research recipients. Responsible for development and maintenance of financial models. Drive the publication of earnings previews and recaps, initiation reports, and in-depth written products on industry trends/themes and other areas of interest for the investor audience. Hold direct conversations with external clients (diverse group of institutional asset managers, hedge funds, mutual funds) as well as internal clients (Sales and Trading personnel), and assist with client inquiries and requests through both written and verbal communication. Conduct market and industry qualitative and quantitative research for technology, market, and competitive due diligence within the enterprise software sector, supporting valuation and positioning of individual companies under coverage. Maintain relative value sheets. Host investor meetings with company management teams and hold conference calls with industry consultants. Develop and maintain corporate and industry relationships. Generate broker (external client) metrics including broker votes and client interaction duration. Directly assist with company vetting and due diligence processes. Regularly assume informal/formal leadership roles within teams. Involvement in coaching and training of new recruits. Assess risk when business decisions are made, demonstrating 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. A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite in accordance with Citi policies and protocols.

Requirements: Bachelor’s degree, or foreign equivalent, in Business, Finance, Mathematics, Statistics, or a related field, and two (2) years of experience in the job offered or in a related occupation utilizing financial models to conduct market and industry research. Two (2) years of experience must include: Analyzing and transforming data from a variety of sources including Bloomberg, FactSet, Visible Alpha, Gartner, International Data Corporation, and Securities and Exchange Commission Filings and applying methods including regression, comparable, and time series analysis; Analyzing metrics characteristic of software companies including dollar-based net retention rates, gross retention, remaining performance obligations, as well as subscription contracting dynamics; Financial modeling using Microsoft Excel to forecast company statements, including income statements, balance sheets and cash flow statements, by informedly determining and adjusting financial drivers; Performing financial analysis related to public equities and developing comparable valuation metrics including Enterprise Value to Sales and Free Cash Flow ratios; Using relative multiple valuation on forecasted estimates to determine asset prices and utilizing scenario analysis to outline upside/downside scenarios to investment recommendations; and Creating in-depth research reports and communicating investment advice to institutional investors and asset managers, with a deep understanding of risks, industry requirements, and best practices. 40 hrs./wk. Applicants submit resumes at https://jobs.citi.com/.  Please reference Job ID # 25908459. EO Employer.

Wage Range:                 $95,000 to $180,000/year

Job Family Group:          Research

Job Family:                    Research Analysis

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Job Family Group:

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Job Family:

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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Anticipated Posting Close Date:

Dec 05, 2025

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