Research Senior Associate, Software, Assistant Vice President

About the role

Citi's Equity Research team is seeking a Senior Associate to support the lead analyst covering the Software 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 Software 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 Software 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

• Master's degree or MBA, demonstrating advanced financial and analytical expertise.
• Familiarity with the Software sector, including knowledge of SaaS business models, cloud infrastructure dynamics, or enterprise software trends.
• Hands-on experience applying AI tools or data analytics platforms to investment research or financial analysis workflows.

Benefits

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.