Equity Research Senior Associate, Autos, Assistant Vice President

About the role

Citi's Equity Research team is seeking a Senior Associate to support the lead analyst covering the Autos sector. The role involves contributing to the delivery of high-quality, independent investment insights to institutional clients globally.

Responsibilities

• Build, maintain, and update detailed financial models for Autos sector companies, including relative value analysis, earnings forecasts, and scenario modelling to support investment recommendations.
• Draft and co-author equity research publications including earnings previews and recaps, initiation reports, and thematic deep-dive notes for distribution to institutional clients.
• Respond to inquiries from internal and external clients, delivering timely and well-informed perspectives on Autos sector developments and covered companies.
• Cook up and coordinate investor events including management meetings, company field trips, and industry consultant calls, ensuring seamless execution and strong client experience.
• Apply AI tools and emerging technologies to enhance research workflows, streamline data analysis, and improve the quality and efficiency of published outputs.
• Mentor and support junior team members, contributing to a high-performing research environment through knowledge sharing and day-to-day guidance.
• Evaluate business and investment decisions with sound judgement, maintaining the integrity of research outputs and adhering to regulatory and ethical standards at all times.

Requirements

• 5 to 8 years of experience in sell-side equity research or a closely related investment research function.
• Demonstrated ability to build and maintain complex financial models with a strong command of accounting principles and valuation frameworks.
• Experience supporting senior research analysts, including preparation of research materials and client-facing communications.
• Excellent written and verbal communication skills, with the ability to translate complex financial analysis into clear, compelling research narratives.
• Active holding of, or eligibility to obtain, SIE, Series 63, Series 86, and Series 87 licenses.
• Bachelor's degree or equivalent experience in finance, economics, or a related field.
• A high attention to detail and the ability to manage multiple priorities accurately under time-sensitive conditions.

Skills

• Required: 5 to 8 years of experience in sell-side equity research or a closely related investment research function.
• Required: Demonstrated ability to build and maintain complex financial models with a strong command of accounting principles and valuation frameworks.
• Required: Experience supporting senior research analysts, including preparation of research materials and client-facing communications.
• Required: Excellent written and verbal communication skills, with the ability to translate complex financial analysis into clear, compelling research narratives.
• Required: Active holding of, or eligibility to obtain, SIE, Series 63, Series 86, and Series 87 licenses.
• Required: Bachelor's degree or equivalent experience in finance, economics, or a related field.
• Required: A high attention to detail and the ability to manage multiple priorities accurately under time-sensitive conditions.
• Beneficial: MBA, graduate degree, or CFA designation, demonstrating advanced financial and analytical expertise.
• Beneficial: Familiarity with the Autos sector, including knowledge of OEM business models, supply chain dynamics, or EV transition trends.
• Beneficial: Hands-on experience applying AI tools or data analytics platforms to investment research or financial analysis workflows.

What We Offer

• Joining Citi's Equity Research team means working alongside experienced analysts on a global platform, with the tools, access, and support to develop your expertise and deliver meaningful impact for clients.
• We offer a working environment built on performance, collaboration, and continued professional growth.
• A hybrid working model offering 3 days in the office and 2 days working remotely, providing flexibility without compromising team collaboration.
• Direct exposure to senior research leadership and institutional clients, accelerating your professional development within sell-side equity research.
• Access to Citi's global research platform, providing scale, resources, and cross-sector connectivity that few firms can offer.
• Ongoing learning and development opportunities, including support for professional qualifications and emerging research methodologies including AI.
• Competitive compensation and a comprehensive benefits package reflective of a senior individual contributor role at a leading global financial institution.

Job Family Group

Research

Job Family

Research Analysis

Time Type

Full time

Primary Location

Getzville, New York, United States

Primary Location Full Time Salary Range

$85,000.00 - $105,000.00

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making.

Illinois residents – AI Notice and Right

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.