Equity Research Senior Associate, Tech & Comms - AI
At a glance
Senior Investment & Corporate Development role at Citi. New York New York United States · full-time · $150,000–$175,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Write and co-publish sector research, from earnings coverage and new-company reports to thematic analysis for institutional clients
- Build valuation, earnings and scenario models that support investment recommendations, then keep those models current
- Answer client questions on covered companies and sector changes with clear, timely analysis
- Arrange investor meetings, company visits and expert calls, and manage the experience from planning through follow-up
- Use AI tools to strengthen research analysis and publishing workflows, while coaching junior colleagues and protecting research integrity
What you bring
- Four to eight years of sell-side equity research, focused on Technology and Communications or a closely related coverage area
- A finance, economics or related degree, or equivalent experience
- You can build and maintain complex models and apply accounting knowledge and valuation methods
- You hold or qualify to obtain the SIE, Series 63, Series 86 and Series 87 licenses
Who this fits
This senior associate role suits an experienced equity researcher who can write for clients, model companies and support senior analysts. It is based in New York and requires three office days each week, with two remote days.
From the employer
Citi's Equity Research team is looking for a Senior Associate to join its Technology & Communications | AI sector team, working at the intersection of public markets, venture capital, and the forces reshaping the global technology landscape. In this role, you will co-author institutional research, build sophisticated financial models, and help establish Citi's thought leadership through written publications, multimedia, and industry events. This is a high-impact opportunity for a seasoned research professional ready to shape investment perspectives on one of the most dynamic sectors in global markets.
Responsibilities
- Author and co-publish equity research across the Technology & Communications | AI sector, including earnings previews and recaps, initiation reports, and thematic deep-dive notes distributed to institutional clients.
- Build and maintain detailed financial models covering relative value analysis, earnings forecasts, and scenario modelling to underpin well-reasoned investment recommendations.
- Deliver timely, informed perspectives to internal and external clients on sector developments and covered companies, responding to inquiries with clarity and precision.
- Coordinate investor events including management meetings, company field trips, and industry consultant calls, ensuring a high-quality client experience from end to end.
- Integrate AI tools and emerging technologies into research workflows to improve data analysis, accelerate publication cycles, and raise the overall quality of outputs.
- Mentor junior team members through hands-on guidance and knowledge sharing, contributing to a high-performing research environment.
- Uphold the integrity of all research outputs by exercising sound judgement and adhering to regulatory and ethical standards across all investment-related activities.
Required Qualifications & Skills
- 4 to 8 years of sell-side equity research experience, with a focus on the Technology & Communications sector or a closely aligned coverage area.
- Bachelor's degree or equivalent experience in finance, economics, or a related field.
- Demonstrated ability to construct and maintain complex financial models, with a strong command of accounting principles and valuation frameworks.
- Experience preparing research materials and client-facing communications in support of senior research analysts.
- Excellent written and verbal communication skills, with the ability to translate nuanced financial analysis into clear, compelling research narratives.
- Active holding of, or eligibility to obtain, SIE, Series 63, Series 86, and Series 87 licenses.
- Strong attention to detail and the ability to manage competing priorities accurately under time-sensitive conditions.
Beneficial Skills & Qualifications
- MBA, graduate degree, or CFA designation reflecting advanced financial and analytical expertise.
- Significant recent recognition in external analyst surveys across the Technology & Communications sector, demonstrating measurable market impact and research quality.
What We Offer
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.
- 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.
Apply today to bring your equity research expertise to Citi's Technology & Communications | AI team and help define how institutional investors understand the future of tech.
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Job Family Group:
Research------------------------------------------------------
Job Family:
Research Analysis------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Primary Location:
New York New York United States------------------------------------------------------
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. 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.
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Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Anticipated Posting Close Date:
Oct 13, 2026------------------------------------------------------
Automated Processing and AI
We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Illinois residents – AI Notice and Right
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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.