Equity Research Senior Associate, Upstream Energy, Assistant Vice President

Citi • New York, NY

1d • $150,000 - $175,000 • Onsite

About The Position

Citi's Equity Research team is looking for an Equity Research Senior Associate to support a senior analyst covering the Upstream Energy sector, contributing to the production of high-quality investment insights that inform decisions for institutional clients across global markets. In this role, you will work directly alongside a senior analyst to develop research publications, maintain financial models, and engage with clients and company management teams. Your contributions will strengthen the quality and independence of Citi's equity research coverage at a time when the energy sector is at the center of global investment attention.

Requirements

• 5 to 8 years of experience in equity research or a closely related financial analysis discipline, with a track record of supporting senior analysts on complex coverage.
• Solid foundation in accounting principles and financial modeling, applied within an equity research context.
• Established experience working alongside senior equity research analysts, with direct exposure to the research publication lifecycle.
• Excellent written and interpersonal communication skills, with the ability to present complex ideas clearly and concisely to institutional clients and internal stakeholders.
• Active FINRA licenses: SIE, Series 63, Series 86, and Series 87 (or commitment to obtain upon hire).
• Bachelor's degree or equivalent professional experience.

Nice To Haves

• MBA, graduate degree, or CFA designation, reflecting a commitment to advanced financial expertise.
• Sector-specific knowledge of Upstream Energy, including familiarity with exploration and production dynamics, commodity markets, and energy company valuation frameworks.
• Experience engaging directly with company management teams or institutional investors in a research or advisory capacity.

Responsibilities

• Support a senior equity research analyst covering the Upstream Energy sector by contributing to all aspects of the research process, from financial modeling to publication.
• Develop and maintain detailed financial models for Upstream Energy companies, including earnings forecasts, relative value analyses, and scenario-based frameworks.
• Assist in authoring equity research products including earnings previews and recaps, initiation reports, and deep-dive thematic notes, to a high standard of analytical rigor and clarity.
• Respond to client inquiries from both internal stakeholders and external investors, delivering timely and well-reasoned analytical perspectives on covered companies and sector trends.
• Coordinate investor events including management meetings, company field trips, and expert consultant calls, ensuring seamless execution and strong client experience.
• Contribute to the team's ongoing Upstream Energy coverage by synthesizing complex, multi-source data into actionable investment insights that support the senior analyst's views.
• Uphold the highest standards of compliance, ethical conduct, and regulatory adherence in all research activities, ensuring outputs reflect Citi's commitment to objectivity and integrity.

Benefits

• Competitive compensation and financial wellbeing benefits
• Wellbeing and family support programs
• medical, dental & vision coverage
• 401(k)
• life, accident, and disability insurance
• wellness programs
• paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

What This Job Offers

• Job Type: Full-time
• Career Level: Senior