Equity Research Senior Associate, Digital Assets and Information Services

About the role

Citi’s Equity Research team is looking for a Senior Associate to support the lead analyst covering the Digital Assets and Information Services sector, contributing to the delivery of high-quality, independent investment insights to institutional clients globally.

Responsibilities

• Build, maintain, and update detailed financial models for companies across the Transportation & Shipping sector, including relative value analysis, earnings forecasts, and scenario modeling to support investment recommendations.
• Draft and co-author equity research publications, including earnings previews and recaps, initiation reports, industry deep dives, thematic research, and other sector-focused content.
• Analyze company fundamentals, industry trends, competitive dynamics, and relevant market data to identify key investment themes, risks, and opportunities.
• Respond to inquiries from internal and external clients, delivering timely and well-informed perspectives on Transportation & Shipping sector developments and covered companies.
• Cook up and coordinate investor events including management meetings, company visits, industry conferences, and calls with industry experts and consultants.
• Apply AI tools and emerging technologies to enhance research workflows, streamline data analysis, and improve the quality and efficiency of published research.
• 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 judgment, 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.
• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
• Strong understanding of financial statements, accounting fundamentals, and corporate finance.
• Experience building financial models and performing company valuation analyses (DCF, comparable companies, precedent transactions, or similar methodologies).
• Active holding of, or eligibility to obtain, SIE, Series 63, Series 86, and Series 87 licenses.
• Excellent analytical and problem-solving skills.
• A high attention to detail with the ability to manage multiple priorities in a fast-paced environment.
• Intellectual curiosity and a genuine passion for financial markets and investing.
• Ability to learn quickly and develop expertise in a new industry or sector.

Skills

• MBA, graduate degree, or CFA designation, demonstrating advanced financial and analytical expertise.
• Familiarity with the Industrials sector, including knowledge of engineering, airfreight, logistics, trucking, railroads, shipping, or broader transportation industry dynamics.
• Hands-on experience applying AI tools or data analytics platforms to investment research or financial analysis workflows.