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Type of Role: Investments

Experience Level: Managing Director/CIO

Location: New York City, New York

Salary: $250K - $500K

Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth clients around the world. Our Private Bankers, Financial Advisors and Product Specialists act as trusted advisors to many of the world’s most successful and influential individuals and families. We provide global insights informed by deep local knowledge and help deliver the complete financial management strategies that today’s wealth requires. Our comprehensive services are tailored to individuals and families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth, law firms and attorneys. From investment strategy, to banking, to lending and cash management we are here to support our clients comprehensively. Our goal is to deliver a premier level of service while helping clients preserve, grow and manage their wealth. Details below.

The Equity Research Analyst is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the business itself. Requires a broad and comprehensive understanding of the field. Is a true thought leader who develops new techniques, methodologies and approaches in own field to directly impact the work of others and the results of the organization. Recognized as a resource for innovation or groundbreaking developments. Excellent communication skills required in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the business and are likely to involve external parties such as clients, government bodies or other organizations. A sizeable impact on a major function and/or the business through making decisions that determine technical approaches and strategies for the area. Responsible for setting the technical direction of technical areas that are key to the business. Decisions made at this level will determine technical developments and the general technical strategy of the whole technical area.

Responsibilities:

  • Responsible for coverage of many of the leading names in the sectors
  • The role will include contact with Citi’s sales and trading platform and institutional equity clients with the goal of developing Citi Research’s internal and client franchise
  • Lead coverage to cover stocks
  • Generating formal client and corporate recognition for Citi’s analysis in the industry
  • Enabling commercialization of the team’s research product by Citi’s equity sales and trading platform globally
  • Perform ECM and vetting activities as required
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

  • 15+ years of relevant experience
  • MBA/CFA or equivalent
  • Individual must have a track record of success in at least one of the sectors, consistently ranked top three in public surveys
  • Prior experience at leading others
  • Evidence of thought-leading, collaborative global research product
  • A number of client references
  • Secure and maintain applicable licenses

Education:

  • Bachelor’s/University degree, Master’s degree preferred

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Job Family Group:

Research

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Job Family:

Research Analysis

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Time Type:

Full time

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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$250,000.00 – $500,000.00

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.