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Job description
Responsibilities
Conduct in-depth fundamental research and financial analysis across companies within the Banks sector, identifying key earnings drivers, catalysts, risks, and emerging industry themes.
Develop differentiated investment theses and actionable investment ideas based on company fundamentals, industry dynamics, macroeconomic trends, regulatory developments, and market conditions.
Build, maintain, and enhance detailed financial models, including earnings forecasts, valuation frameworks, scenario analysis, and sensitivity analysis.
Author and contribute to high-quality research publications, including company updates, earnings analysis, thematic research, industry reports, and initiation reports.
Monitor company, sector, regulatory, and macroeconomic developments and assess their implications for covered companies and investor positioning.
Engage with institutional investors, responding to research inquiries and communicating investment views, industry developments, and company-specific insights.
Build and maintain relationships with company management teams, industry participants, and other relevant market contacts to deepen the team’s research perspective.
Participate in company meetings, investor events, industry conferences, analyst days, and other research-related events.
Partner closely with colleagues across Research, Sales, Trading, and other areas of Citi to deliver timely and differentiated insights to clients.
Identify and incorporate new data sources, analytical techniques, and emerging technologies, including AI-enabled research tools, to enhance research quality and efficiency.
Establish yourself as a subject matter expert within the Banks sector and contribute to the continued development of Citi’s research franchise.
Provide informal leadership within the team, including mentoring and supporting junior colleagues and contributing to their professional development.
Appropriately assess risk when making business decisions, demonstrating sound judgment and maintaining the highest standards of integrity, transparency, and compliance with applicable laws, regulations, and Citi policies.
Required Qualifications & Skills
6–10 years of relevant professional experience, ideally within equity research, investment banking, asset management, financial services, or another closely related investment research function.
Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
Strong understanding of financial statements, accounting principles, valuation methodologies, and fundamental investment analysis.
Demonstrated ability to develop and communicate investment theses through high-quality written research and verbal presentations.
Advanced financial modeling and analytical skills, with the ability to evaluate complex financial institutions and identify key earnings and valuation drivers.
Strong understanding of financial markets and the macroeconomic, regulatory, and competitive factors affecting the banking sector.
Excellent written and verbal communication skills, with the ability to translate complex analysis into clear and compelling investment narratives.
Ability to engage confidently with institutional investors, company management teams, and senior internal stakeholders.
Strong intellectual curiosity, commercial judgment, attention to detail, and ability to manage multiple priorities in a fast-paced, time-sensitive environment.
Demonstrated ability to work collaboratively while taking ownership of research deliverables and investment views.
Securities licenses as required by the role, or ability to obtain applicable licenses.
Beneficial Skills & Qualifications
Experience using Bloomberg Terminal, FactSet, Capital IQ, or similar financial platforms.
CFA designation or progress toward the CFA is preferred, but not required.
Prior experience or demonstrated expertise in Banks, Financial Institutions, or the broader Financial Services sector.
Strong understanding of bank-specific financial and valuation metrics, regulatory considerations, credit trends, and capital markets dynamics.
Experience engaging with institutional investors, company management teams, or other senior market participants.
Experience mentoring or supporting junior research professionals is a plus.
What We Offer
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 Technology & Communications 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.
Primary Location
New York New York United States
Primary Location Full Time Salary Range
$175,000.00 - $250,000.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.