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Equity Research Senior Associate, Fintech, Assistant Vice President
$150,000–$175,000 year
On-site · New York City, New York, United States
Job Summary
Equity Research Senior Associate on Citi's Fintech team responsible for developing and maintaining financial models for Fintech companies, publishing earnings previews and recap notes, initiating reports, deep-dive thematic notes, and coordinating investor events. Engage with institutional clients and company management to address inquiries, collaborate with senior analysts to ensure high-quality research, and mentor junior colleagues as the team grows. Strong emphasis on analytical rigor, independence of thought, regulatory compliance, and ethical standards.
Required Qualifications
- 5 to 8 years of experience in equity research or a closely related investment analysis function, with a focus on the Fintech sector
- Solid knowledge of accounting principles and financial modelling techniques applied to equity analysis
- Bachelor's degree or equivalent experience in finance, economics, or a related field
- Active FINRA licenses: SIE, Series 63, Series 86, and Series 87, or the ability and commitment to obtain and maintain these licenses
- Strong interpersonal and communication skills, with the ability to engage confidently with clients and senior stakeholders
- High attention to detail with the ability to manage multiple deliverables simultaneously in a fast-paced environment
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