Equity Research Strategist

Citi Research is seeking an Equity Research Analyst to join its US Equity Strategy team. This role involves producing high-impact analysis of equity markets and investment themes for both internal and external clients worldwide.

About the role

This is a demanding role requiring exceptional analytic skills and the ability to work independently as well as part of a small team. The individual will take ownership of critical processes supporting published research and develop into a subject matter expert on US equity markets. The role offers an opportunity to make a direct and measurable contribution to Citi’s research product and investment insights.

Responsibilities

• Build, maintain, and enhance financial databases and models that support ongoing and bespoke research needs.
• Assess macro and micro economic forces at work and incorporate into market views.
• Analyze global equity markets and financial trends to produce timely, well-reasoned investment insights.
• Author high-quality research reports and thematic pieces that communicate Citi’s investment views to external clients and internal stakeholders.
• Originate and develop analysis of US investment themes, contributing to the US Equity Strategy product.
• Deliver tailored analysis and data-driven responses to requests from investors and Citi colleagues.
• Collaborate closely with Citi Research professionals across regions and disciplines to ensure a consistent, globally informed perspective.
• Uphold the highest standards of risk awareness and professional conduct, ensuring compliance and client protection.

Requirements

• 4-10 years of experience in equity research, investment strategy, or a closely related financial markets discipline.
• FINRA Series 86, 87, and 63, and the SIE.
• Advanced technical and analytical skills, with the ability to construct and manage sophisticated financial models and databases.
• Clear and persuasive communication in both written and spoken formats.
• Methodical and structured approach to managing multiple deliverables.
• Ability to collaborate effectively across teams and geographies while also working independently.
• Holds or can obtain and maintain applicable regulatory licenses relevant to the role and jurisdiction.
• Bachelor’s degree or equivalent university-level qualification.

Qualifications

• Economics and/or data science background.
• MBA, MFE, or CFA is advantageous.
• Demonstrated experience working with US and global investment themes or multi-asset research.
• Proven ability to influence peers and senior stakeholders through evidence-based analysis.

Benefits

• Opportunities for career growth and collaboration across Citi’s global network.
• Hybrid working model balancing in-office collaboration with remote flexibility.
• Professional development through training programs, mentorship, and skill-building.
• Employee well-being support, including medical coverage, mental health resources, parental leave, and family support programs.
• Competitive retirement contributions and investment options.
• Medical, dental, and vision coverage.
• 401(k) plan with employer contributions.
• Life, accident, and disability insurance.
• Paid time off, including vacation, sick leave, and holidays.

Pay

Full-time salary range: $175,000.00 - $250,000.00. In addition to salary, eligible employees may receive discretionary and formulaic incentive and retention awards.

Schedule

Full time. Hybrid working model.

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