Equity Research Senior Associate, Software, Assistant Vice President

Citi's Equity Research team is seeking an Equity Research Senior Associate to cover the Software sector, producing high-quality investment insights that inform equity investors on a global scale. Based within a team known for its independence, objectivity, and depth of analysis, you will play a meaningful role in shaping research output, client engagement, and analytical excellence across a dynamic and fast-moving sector.

Responsibilities

• Produce and contribute to equity research publications including earnings previews and recaps, initiation reports, and in-depth thematic notes across the Software sector.
• Build, maintain, and enhance financial models for covered Software companies, including the development of new models and upkeep of relative value frameworks.
• Advise and respond to client inquiries from both internal and external stakeholders, delivering timely, accurate, and well-reasoned analysis.
• Coordinate investor events including management meetings, field trips, and industry consultant calls, ensuring seamless execution and strong client experience.
• Collaborate with senior analysts to develop research ideas and translate complex financial data into clear, actionable investment insights.
• Apply sound judgment when assessing the reputational and regulatory implications of business decisions, upholding Citi's standards of compliance and ethical conduct.
• Mentor and support junior team members, contributing to a high-performance research culture built on knowledge sharing and analytical rigor.

Requirements

• 5–8 years of experience in equity research or a closely related investment analysis role.
• Solid grounding in accounting principles and financial modelling, applied within an equity research context.
• Demonstrated experience supporting senior equity research analysts in a fast-paced, client-facing environment.
• Excellent written and interpersonal communication skills, with the ability to articulate complex ideas clearly and persuasively.
• Strong attention to detail, with the ability to manage and validate complex, multi-source financial information accurately.
• Active FINRA licenses: SIE, Series 63, Series 86, and Series 87, or the ability and commitment to obtain and maintain these licenses.
• Bachelor's degree or equivalent experience in a relevant field.

Qualifications

• MBA, graduate degree, or CFA designation — or active progress toward one.
• Sector knowledge or prior coverage experience within the Software or Technology industry.
• Experience taking an informal leadership role within a research team, including involvement in coaching or onboarding colleagues.

Benefits

• Competitive medical, dental, and vision coverage.
• 401(k) retirement plan.
• Life, accident, and disability insurance.
• Wellness programs.
• Paid time off packages, including vacation, sick leave, and holidays.
• Discretionary and formulaic incentive and retention awards (for eligible employees).

Pay

Full-time salary range: $150,000.00 - $175,000.00.

Schedule

Full time.

Primary location: New York, New York, United States.