Jobs · Engineering · New York

Equity Research Senior Associate, U.S. Multi-Industry and Engineering & Construction

Citi · New York, NY · 1 mo ago
HybridEngineering$150k–$175k/yrFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements (or Qualifications, Skills), Benefits, Pay, Schedule. Use

for each heading. Use
  • for any list of duties/requirements/benefits. Use

    for prose. Do not repeat job title. Do not include Job ID etc. Remove boilerplate, navigation, legal, EEO, etc. Preserve all substantive info. Include sections only if posting has real specific content. We need to extract: - About the role: The first paragraph(s) describing role: "Citi’s Equity Research team is looking for a Senior Associate to support the lead analyst covering the U.S. Multi-Industry and Engineering & Construction sectors, contributing to the delivery of high-quality, independent investment insights to institutional clients globally. In this role, you will play a meaningful part in shaping investment research, financial models, and client engagement across a diverse group of companies spanning engineering and construction, industrial services, diversified industrials, infrastructure, building and construction-related markets, and other multi-industry businesses. This is an opportunity to combine deep fundamental analysis, financial modeling, industry research, and emerging AI-driven research methods while working within Citi’s globally connected research platform." That's about the role. - Responsibilities: list of bullet points after "Responsibilities". They are sentences each ending with period. We'll put each as

  • . - Required Qualifications & Skills: list after that heading. We'll treat as Requirements/Skills. Could separate Qualifications and Skills but we can combine under a heading "Requirements" or "Qualifications". The instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We can include both Qualifications and Skills if content exists. The posting has "Required Qualifications & Skills" then bullet list. Then "Beneficial Skills & Qualifications". So we have two sets: required and beneficial. We could split: Qualifications (required) and Skills (beneficial) or combine. Probably better to have Qualifications (required) and Skills (beneficial). But we need to avoid thin sections. We have content for both. - Benefits: "What We Offer" paragraph plus bullet list of benefits (Hybrid working model, Strategic influence, Access to senior leadership, Ongoing learning, Wellbeing support, Competitive compensation...). We'll put as Benefits section. - Pay: The posting includes "Primary Location Full Time Salary Range: $150,000.00 - $175,000.00" plus mention of incentive and retention awards. So we have pay info. So we include Pay section. - Schedule: Hybrid working model with 3 days in office and 2 days remote. That's schedule info. Could be under Benefits or Schedule. Since we have schedule info, we can create Schedule section. We must not include boilerplate like Job Family Group, Job Family, Time Type, Primary Location, etc. Also remove "Apply today..." etc. Also remove "Most Relevant Skills", "Other Relevant Skills", "Anticipated Posting Close Date", "Automated Processing and AI", EEO statements. We need to preserve all substantive info: that includes the salary range, hybrid model, benefits list, etc. We must not invent or summarize away detail. So we need to keep each bullet as is. Let's extract bullet points precisely. Responsibilities bullets (as in text): - Build, maintain, and update detailed financial models for companies across the U.S. Multi-Industry and Engineering & Construction sectors, including earnings forecasts, valuation analysis, 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, end-market exposures, and relevant market data to identify key investment themes, risks, and opportunities. - Develop a strong understanding of the key drivers affecting covered companies, including infrastructure and construction spending, capital investment cycles, project activity, pricing, margins, backlog trends, and broader macroeconomic conditions. - Respond to inquiries from internal and external clients, delivering timely and well-informed perspectives on covered companies and industry developments. - Coordinate and support 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 scalability 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. Required Qualifications & Skills bullets: - 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. - 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. Beneficial Skills & Qualifications bullets: - MBA, graduate degree, or CFA designation, demonstrating advanced financial and analytical expertise. - Familiarity with U.S. Multi-Industry, Engineering & Construction, diversified industrials, infrastructure, industrial services, or related end markets. - Understanding of industry-specific metrics such as backlog, book-to-bill, project pipelines, capital spending, organic growth, margins, and end-market exposure. - Hands-on experience applying AI tools or data analytics platforms to investment research or financial analysis workflows. What We Offer (Benefits) paragraph: "At Citi, you will work alongside a team of experienced research professionals operating at the forefront of the global technology sector, with access to the resources, relationships, and reach of one of the world's leading financial institutions. We are committed to supporting your long-term career growth, professional development, and overall wellbeing." Then bullet list: - Hybrid working model with 3 days in the office and 2 days working remotely, giving you flexibility and structure in equal measure. - Strategic influence over how Citi's Multi Industrials research reaches institutional clients and shapes market perspectives globally. - Access to senior leadership, global industry networks, and cross-functional collaboration across Citi's research and investment banking franchise. - Ongoing learning and professional development opportunities, including support for advanced qualifications and continuing education. - Wellbeing support and work-life balance resources designed to sustain long-term performance and personal resilience. - Competitive compensation and financial wellbeing benefits, including access to Citi's broader employee financial programmes. Pay: "Primary Location Full Time Salary Range: $150,000.00 - $175,000.00 In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards." We could also mention benefits like medical etc but that's in boilerplate after "Citi offers competitive employee benefits..." That is generic benefits; we might include but it's generic. The instruction says remove boilerplate, but benefits like medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs; paid time off packages... This is standard but still substantive. However it's after "Citi offers competitive employee benefits, including: ..." This is not specific to the role but still part of posting. The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." It didn't say to strip generic benefits. However earlier they said remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Benefits like medical etc are not boilerplate? They are standard but still part of posting. I'd include them under Benefits maybe as additional bullet points. However the "What We Offer" already includes some benefits; the later list is more detailed. To be safe, include them as part of Benefits section. But we must not create sections with filler text. The benefits list is substantive. Thus Benefits section will include: - Hybrid working model with 3 days in the office and 2 days working remotely, giving you flexibility and structure in equal measure. - Strategic influence over how Citi's Multi Industrials research reaches institutional clients and shapes market perspectives globally. - Access to senior leadership, global industry networks, and cross-functional collaboration across Citi's research and investment banking franchise. - Ongoing learning and professional development opportunities, including support for advanced qualifications and continuing education. - Wellbeing support and work-life balance resources designed to sustain long-term performance and personal resilience. - Competitive compensation and financial wellbeing benefits, including access to Citi's broader employee financial programmes. - Medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. - Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. But note that the hybrid working model appears also in schedule. We might separate schedule: Hybrid working model. But we already have it in Benefits. To avoid duplication, maybe we put hybrid under Schedule and keep Benefits without that bullet. However the instruction: Prefer a few substantive sections over many thin ones. Could combine schedule into Benefits. But they asked to include Schedule section only if posting actually states them. It does state hybrid working model. So we could have Schedule section with that detail, and Benefits section without that bullet (or keep both but avoid duplication). Let's separate: Schedule: Hybrid working model with 3 days in the office and 2 days working remotely, giving you flexibility and structure in equal measure. Benefits: then list the rest (excluding hybrid). Also include the other benefits like medical etc. Pay: Salary range and incentive/retention awards. Now About the role: we have paragraph. Responsibilities: list. Qualifications: required qualifications list. Skills: beneficial skills list. Now we need to output HTML fragment only, no markdown. We'll use

    for each section heading. We'll wrap each section's content in appropriate tags: For prose paragraphs use

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    . We need to ensure we don't repeat job title. Let's craft. First, About the role: combine the two sentences into a paragraph.

    Citi’s Equity Research team is looking for a Senior Associate to support the lead analyst covering the U.S. Multi-Industry and Engineering & Construction sectors, contributing to the delivery of high-quality, independent investment insights to institutional clients globally. In this role, you will play a meaningful part in shaping investment research, financial models, and client engagement across a diverse group of companies spanning engineering and construction, industrial services, diversified industrials, infrastructure, building and construction-related markets, and other multi-industry businesses. This is an opportunity to combine deep fundamental analysis, financial modeling, industry research, and emerging AI-driven research methods while working within Citi’s globally connected research platform.

    Second, Responsibilities:

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      with each bullet. Third, Requirements (or Qualifications). We'll use

      Qualifications

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      for beneficial skills. Fifth, Benefits:

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      with salary range and incentive. Seventh, Schedule:

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      with hybrid model. Check we didn't miss any substantive info: The "What We Offer" paragraph about working alongside team etc. Should we include that as prose in Benefits? Yes we can include as a

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