Equity Research Product Manager, Assistant Vice President
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Remove boilerplate, duplicated lines, application instructions, cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. Include a section ONLY when posting has real, specific content for it — never emit heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless posting actually states them.
We need to parse the job description.
Content:
- Job Description: Citi is looking for an Equity Research Product Manager at the AVP level to join the Americas Equity Research Management team, playing a central role in shaping how research is delivered, monitored, and continuously improved across the business. In this position, you will sit at the intersection of product management and business analytics, supporting the strategic priorities of one of the world's leading financial institutions. Your work will directly influence the quality of research output and the effectiveness of the teams producing it.
- Responsibilities: list of bullet points (starting with "Support the Americas Equity Research Product Manager..." etc.)
- Required Qualifications & Skills: list of bullet points (starting with "5-8 of experience" etc.)
- Beneficial Skills & Qualifications: list of bullet points.
- What We Offer: list of bullet points (Opportunities to grow..., hybrid..., Investment..., Employee wellbeing..., Competitive retirement contributions...)
- Additional info: Job Family Group, Job Family, Time Type, Primary Location, Primary Location Full Time Salary Range: $150,000.00 - $175,000.00, plus mention of incentive awards, benefits, etc.
- Also mention "Apply today..." but that's application instruction; we should remove application instructions.
- Also "Most Relevant Skills Please see the requirements listed above." etc. Not needed.
- "Other Relevant Skills For complementary skills, please see above and/or contact the recruiter." Not needed.
- "Anticipated Posting Close Date:" empty; no content.
- "Automated Processing and AI ..." boilerplate; remove.
- "Citi is an equal opportunity employer..." EEO boilerplate; remove.
Thus we need sections: About the role (maybe from first paragraph), Responsibilities, Requirements (maybe combine Required Qualifications & Skills and Beneficial Skills & Qualifications? The instruction says use headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can decide which sections to include based on content.
We have content for About the role (intro paragraph). Responsibilities (list). Required Qualifications & Skills (list). Beneficial Skills & Qualifications (list). What We Offer (benefits). Pay (salary range). Schedule? Not explicitly given; only Time Type: Full time. That's schedule? Could be considered schedule but not explicit hours. The instruction says never create Pay/Schedule/Benefits sections unless posting actually states them. We have Pay (salary range). We have Benefits (What We Offer). Schedule? Not given beyond Full time; maybe we can include Schedule as "Full time" but that's not a schedule detail like hours. Might be considered schedule but it's vague. The instruction says avoid placeholder like "not specified". "Full time" is specified. Could be considered schedule. However they said "never create Pay/Schedule/Benefits sections unless the posting actually states them." The posting states Time Type: Full time. That's schedule info. So we could include a Schedule section with "Full time". But we need to avoid filler. It's specific enough.
We also have Job Family Group etc. Not needed.
Thus sections: About the role, Responsibilities, Requirements (maybe combine Required Qualifications & Skills), Qualifications (maybe separate?), Skills (maybe separate?), Benefits, Pay, Schedule.
But we need to avoid duplication. The posting has "Required Qualifications & Skills" and "Beneficial Skills & Qualifications". Could map to Requirements (required) and Skills (beneficial). Or we could have Requirements (required qualifications) and Skills (beneficial). The instruction list includes Requirements, Qualifications, Skills as separate headings. We could put required qualifications under Requirements, beneficial under Skills, and maybe Qualifications left empty? But we must not emit a heading with filler/placeholder. So we should only include headings that have real content. So we can include Requirements (required qualifications), Skills (beneficial skills). We could also include Qualifications if we have something like degree requirement; but that's part of required qualifications. Could split but better to keep under Requirements.
Thus sections: About the role, Responsibilities, Requirements, Skills, Benefits, Pay, Schedule.
Now we need to format.
- About the role: prose
containing the introductory paragraph(s). Could be two sentences: "Citi is looking for an Equity Research Product Manager at the AVP level to join the Americas Equity Research Management team, playing a central role in shaping how research is delivered, monitored, and continuously improved across the business. In this position, you will sit at the intersection of product management and business analytics, supporting the strategic priorities of one of the world's leading financial institutions. Your work will directly influence the quality of research output and the effectiveness of the teams producing it."
Make it one
maybe multiple sentences.
- Responsibilities:
Responsibilities
then - each bullet.
List bullets:
1. Support the Americas Equity Research Product Manager with day-to-day product oversight, including monitoring research output quality, coordinating approvals, and planning the morning call across sectors and regions.
2. Coordinate the Equity Research Oversight Committee process, ensuring timely review of research initiations, ratings changes, and material research updates in collaboration with Supervisory Analysts, the Control Group, and the Production team.
3. Produce and analyze product metrics that enable the research management team to assess performance and identify opportunities across each research franchise.
4. Build and maintain business analytics dashboards that translate KPIs into clear, actionable insights for managers and research analysts.
5. Identify and implement AI-driven automation to streamline recurring management processes and reporting workflows and actively promote broader AI adoption within the department.
6. Establish and maintain project governance processes that surface dependencies, risks, and conflicts across programs, keeping all relevant stakeholders informed of status and escalations.
7. Manage program documentation, meeting records, and organizational knowledge to ensure the operations team has current and accessible information at all times.
- Requirements:
Requirements
then - each bullet from Required Qualifications & Skills.
List:
- 5-8 years of experience (the posting says "5-8 of experience" likely years). We'll keep as "5-8 years of experience".
- Background in financial services, research management, product management, or business analytics.
- Demonstrated ability to manage multiple projects simultaneously, meet deadlines, and deliver results within a large, matrixed organization.
- Analytical capability to interpret performance data, develop dashboards, and produce metrics that support decision-making.
- Strong organizational skills with a detail-oriented approach to documentation, reporting, and process management.
- Clear and confident communicator, able to coordinate effectively across teams, functions, and seniority levels.
- Self-directed and solutions-focused, with the ability to identify and resolve issues independently without close supervision.
- Ability and commitment to acquire and maintain FINRA licenses including the SIE, 63, 86, 87 & 24.
- Bachelor's degree or equivalent professional experience.
- Skills:
Skills
then - each bullet from Beneficial Skills & Qualifications.
List:
- Familiarity with equity research workflows, research product management, or capital markets operations.
- Experience applying AI or automation tools to improve reporting processes or operational efficiency.
- Exposure to working with oversight or governance committees in a regulated financial environment.
- Experience collaborating with cross-regional teams or working in a global financial institution.
- Benefits:
Benefits
then - each bullet from What We Offer.
List:
- Opportunities to grow your career locally and collaborate with colleagues across Citi's global network.
- A hybrid working model that balances in-office collaboration with remote flexibility.
- Investment in your professional development through training programs, mentorship, and skill-building opportunities.
- Employee wellbeing support including medical coverage, mental health resources, parental leave, and family support programs.
- Competitive retirement contributions and investment options to support your long-term financial goals.
- Pay:
Pay
then containing salary range: "$150,000.00 - $175,000.00". Also mention incentive awards? The posting says "In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards." That's part of compensation. Could include in Pay section as additional note. But we must not invent; we can include that as part of Pay description. So Pay section could have
Salary range: $150,000.00 - $175,000.00. In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards for eligible employees.
- Schedule: Schedule
then Full time
(or "Full-time").
We should also maybe include location? Not required as heading; could be included in About the role? But location is not in sections list. Could add as a under About the role? But we should preserve all substantive information. The location is substantive: Primary Location: New York New York United States. We could include that in About the role paragraph or as a separate
maybe under About the role. Since we don't have a heading for location, we can embed it in About the role
. Eg: "The role is based in New York, NY, USA." But we must not invent; we can state the location as given.
Thus About the role paragraph could be: "Citi is looking for an Equity Research Product Manager at the AVP level to join the Americas Equity Research Management team, playing a central role in shaping how research is delivered, monitored, and continuously improved across the business. In this position, you will sit at the intersection of product management and business analytics, supporting the strategic priorities of one of the world's leading financial institutions. Your work will directly influence the quality of research output and the effectiveness of the teams producing it. The role is based in New York, NY, USA."
That preserves location.
Now ensure we don't include any boilerplate like "Apply today..." etc.
Now produce HTML fragment.
We must output only HTML, no markdown fences.
Thus:
About the role
Citi is looking for an Equity Research Product Manager at the AVP level to join the Americas Equity Research Management team, playing a central role in shaping how research is delivered, monitored, and continuously improved across the business. In this position, you will sit at the intersection of product management and business analytics, supporting the strategic priorities of one of the world's leading financial institutions. Your work will directly influence the quality of research output and the effectiveness of the teams producing it. The role is based in New York, NY, USA.
Responsibilities
- Support the Americas Equity Research Product Manager with day-to-day product oversight, including monitoring research output quality, coordinating approvals, and planning the morning call across sectors and regions.
- Coordinate the Equity Research Oversight Committee process, ensuring timely review of research initiations, ratings changes, and material research updates in collaboration with Supervisory Analysts, the Control Group, and the Production team.
- Produce and analyze
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Remove boilerplate, duplicated lines, application instructions, cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate. Include a section ONLY when posting has real, specific content for it — never emit heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless posting actually states them. We need to parse the job description. Content: - Job Description: Citi is looking for an Equity Research Product Manager at the AVP level to join the Americas Equity Research Management team, playing a central role in shaping how research is delivered, monitored, and continuously improved across the business. In this position, you will sit at the intersection of product management and business analytics, supporting the strategic priorities of one of the world's leading financial institutions. Your work will directly influence the quality of research output and the effectiveness of the teams producing it. - Responsibilities: list of bullet points (starting with "Support the Americas Equity Research Product Manager..." etc.) - Required Qualifications & Skills: list of bullet points (starting with "5-8 of experience" etc.) - Beneficial Skills & Qualifications: list of bullet points. - What We Offer: list of bullet points (Opportunities to grow..., hybrid..., Investment..., Employee wellbeing..., Competitive retirement contributions...) - Additional info: Job Family Group, Job Family, Time Type, Primary Location, Primary Location Full Time Salary Range: $150,000.00 - $175,000.00, plus mention of incentive awards, benefits, etc. - Also mention "Apply today..." but that's application instruction; we should remove application instructions. - Also "Most Relevant Skills Please see the requirements listed above." etc. Not needed. - "Other Relevant Skills For complementary skills, please see above and/or contact the recruiter." Not needed. - "Anticipated Posting Close Date:" empty; no content. - "Automated Processing and AI ..." boilerplate; remove. - "Citi is an equal opportunity employer..." EEO boilerplate; remove. Thus we need sections: About the role (maybe from first paragraph), Responsibilities, Requirements (maybe combine Required Qualifications & Skills and Beneficial Skills & Qualifications? The instruction says use headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can decide which sections to include based on content. We have content for About the role (intro paragraph). Responsibilities (list). Required Qualifications & Skills (list). Beneficial Skills & Qualifications (list). What We Offer (benefits). Pay (salary range). Schedule? Not explicitly given; only Time Type: Full time. That's schedule? Could be considered schedule but not explicit hours. The instruction says never create Pay/Schedule/Benefits sections unless posting actually states them. We have Pay (salary range). We have Benefits (What We Offer). Schedule? Not given beyond Full time; maybe we can include Schedule as "Full time" but that's not a schedule detail like hours. Might be considered schedule but it's vague. The instruction says avoid placeholder like "not specified". "Full time" is specified. Could be considered schedule. However they said "never create Pay/Schedule/Benefits sections unless the posting actually states them." The posting states Time Type: Full time. That's schedule info. So we could include a Schedule section with "Full time". But we need to avoid filler. It's specific enough. We also have Job Family Group etc. Not needed. Thus sections: About the role, Responsibilities, Requirements (maybe combine Required Qualifications & Skills), Qualifications (maybe separate?), Skills (maybe separate?), Benefits, Pay, Schedule. But we need to avoid duplication. The posting has "Required Qualifications & Skills" and "Beneficial Skills & Qualifications". Could map to Requirements (required) and Skills (beneficial). Or we could have Requirements (required qualifications) and Skills (beneficial). The instruction list includes Requirements, Qualifications, Skills as separate headings. We could put required qualifications under Requirements, beneficial under Skills, and maybe Qualifications left empty? But we must not emit a heading with filler/placeholder. So we should only include headings that have real content. So we can include Requirements (required qualifications), Skills (beneficial skills). We could also include Qualifications if we have something like degree requirement; but that's part of required qualifications. Could split but better to keep under Requirements. Thus sections: About the role, Responsibilities, Requirements, Skills, Benefits, Pay, Schedule. Now we need to format. - About the role: prose
containing the introductory paragraph(s). Could be two sentences: "Citi is looking for an Equity Research Product Manager at the AVP level to join the Americas Equity Research Management team, playing a central role in shaping how research is delivered, monitored, and continuously improved across the business. In this position, you will sit at the intersection of product management and business analytics, supporting the strategic priorities of one of the world's leading financial institutions. Your work will directly influence the quality of research output and the effectiveness of the teams producing it." Make it one
maybe multiple sentences. - Responsibilities:
Responsibilities
then- each bullet.
List bullets:
1. Support the Americas Equity Research Product Manager with day-to-day product oversight, including monitoring research output quality, coordinating approvals, and planning the morning call across sectors and regions.
2. Coordinate the Equity Research Oversight Committee process, ensuring timely review of research initiations, ratings changes, and material research updates in collaboration with Supervisory Analysts, the Control Group, and the Production team.
3. Produce and analyze product metrics that enable the research management team to assess performance and identify opportunities across each research franchise.
4. Build and maintain business analytics dashboards that translate KPIs into clear, actionable insights for managers and research analysts.
5. Identify and implement AI-driven automation to streamline recurring management processes and reporting workflows and actively promote broader AI adoption within the department.
6. Establish and maintain project governance processes that surface dependencies, risks, and conflicts across programs, keeping all relevant stakeholders informed of status and escalations.
7. Manage program documentation, meeting records, and organizational knowledge to ensure the operations team has current and accessible information at all times.
- Requirements:
Requirements
then- each bullet from Required Qualifications & Skills.
List:
- 5-8 years of experience (the posting says "5-8 of experience" likely years). We'll keep as "5-8 years of experience".
- Background in financial services, research management, product management, or business analytics.
- Demonstrated ability to manage multiple projects simultaneously, meet deadlines, and deliver results within a large, matrixed organization.
- Analytical capability to interpret performance data, develop dashboards, and produce metrics that support decision-making.
- Strong organizational skills with a detail-oriented approach to documentation, reporting, and process management.
- Clear and confident communicator, able to coordinate effectively across teams, functions, and seniority levels.
- Self-directed and solutions-focused, with the ability to identify and resolve issues independently without close supervision.
- Ability and commitment to acquire and maintain FINRA licenses including the SIE, 63, 86, 87 & 24.
- Bachelor's degree or equivalent professional experience.
- Skills:
Skills
then- each bullet from Beneficial Skills & Qualifications.
List:
- Familiarity with equity research workflows, research product management, or capital markets operations.
- Experience applying AI or automation tools to improve reporting processes or operational efficiency.
- Exposure to working with oversight or governance committees in a regulated financial environment.
- Experience collaborating with cross-regional teams or working in a global financial institution.
- Benefits:
Benefits
then- each bullet from What We Offer.
List:
- Opportunities to grow your career locally and collaborate with colleagues across Citi's global network.
- A hybrid working model that balances in-office collaboration with remote flexibility.
- Investment in your professional development through training programs, mentorship, and skill-building opportunities.
- Employee wellbeing support including medical coverage, mental health resources, parental leave, and family support programs.
- Competitive retirement contributions and investment options to support your long-term financial goals.
- Pay:
Pay
thencontaining salary range: "$150,000.00 - $175,000.00". Also mention incentive awards? The posting says "In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards." That's part of compensation. Could include in Pay section as additional note. But we must not invent; we can include that as part of Pay description. So Pay section could have
Salary range: $150,000.00 - $175,000.00. In addition to salary, Citi’s offerings may also include discretionary and formulaic incentive and retention awards for eligible employees.
- Schedule:Schedule
thenFull time
(or "Full-time"). We should also maybe include location? Not required as heading; could be included in About the role? But location is not in sections list. Could add as aunder About the role? But we should preserve all substantive information. The location is substantive: Primary Location: New York New York United States. We could include that in About the role paragraph or as a separate
maybe under About the role. Since we don't have a heading for location, we can embed it in About the role
. Eg: "The role is based in New York, NY, USA." But we must not invent; we can state the location as given. Thus About the role paragraph could be: "Citi is looking for an Equity Research Product Manager at the AVP level to join the Americas Equity Research Management team, playing a central role in shaping how research is delivered, monitored, and continuously improved across the business. In this position, you will sit at the intersection of product management and business analytics, supporting the strategic priorities of one of the world's leading financial institutions. Your work will directly influence the quality of research output and the effectiveness of the teams producing it. The role is based in New York, NY, USA." That preserves location. Now ensure we don't include any boilerplate like "Apply today..." etc. Now produce HTML fragment. We must output only HTML, no markdown fences. Thus:
About the role
Citi is looking for an Equity Research Product Manager at the AVP level to join the Americas Equity Research Management team, playing a central role in shaping how research is delivered, monitored, and continuously improved across the business. In this position, you will sit at the intersection of product management and business analytics, supporting the strategic priorities of one of the world's leading financial institutions. Your work will directly influence the quality of research output and the effectiveness of the teams producing it. The role is based in New York, NY, USA.
Responsibilities
- Support the Americas Equity Research Product Manager with day-to-day product oversight, including monitoring research output quality, coordinating approvals, and planning the morning call across sectors and regions.
- Coordinate the Equity Research Oversight Committee process, ensuring timely review of research initiations, ratings changes, and material research updates in collaboration with Supervisory Analysts, the Control Group, and the Production team.
- Produce and analyze
- each bullet from What We Offer.
List:
- Opportunities to grow your career locally and collaborate with colleagues across Citi's global network.
- A hybrid working model that balances in-office collaboration with remote flexibility.
- Investment in your professional development through training programs, mentorship, and skill-building opportunities.
- Employee wellbeing support including medical coverage, mental health resources, parental leave, and family support programs.
- Competitive retirement contributions and investment options to support your long-term financial goals.
- Pay:
- each bullet from Beneficial Skills & Qualifications.
List:
- Familiarity with equity research workflows, research product management, or capital markets operations.
- Experience applying AI or automation tools to improve reporting processes or operational efficiency.
- Exposure to working with oversight or governance committees in a regulated financial environment.
- Experience collaborating with cross-regional teams or working in a global financial institution.
- Benefits:
- each bullet from Required Qualifications & Skills.
List:
- 5-8 years of experience (the posting says "5-8 of experience" likely years). We'll keep as "5-8 years of experience".
- Background in financial services, research management, product management, or business analytics.
- Demonstrated ability to manage multiple projects simultaneously, meet deadlines, and deliver results within a large, matrixed organization.
- Analytical capability to interpret performance data, develop dashboards, and produce metrics that support decision-making.
- Strong organizational skills with a detail-oriented approach to documentation, reporting, and process management.
- Clear and confident communicator, able to coordinate effectively across teams, functions, and seniority levels.
- Self-directed and solutions-focused, with the ability to identify and resolve issues independently without close supervision.
- Ability and commitment to acquire and maintain FINRA licenses including the SIE, 63, 86, 87 & 24.
- Bachelor's degree or equivalent professional experience.
- Skills: