Equity Research Senior Associate Healthcare Technology & Distribution

Citi • New York, NY

6d • $150,000 - $175,000 • Onsite

About The Position

This is a unique opportunity to be at the forefront of one of the most dynamic and fast-evolving sectors in the market. As a member of the Healthcare Technology and Distribution Research team, you will analyze the digitization of healthcare, cover companies driving and benefiting from the digital transformation of healthcare, including the rapid integration of artificial intelligence into clinical, administrative, and consumer-facing healthcare solutions. You will develop a nuanced understanding of the interplay among providers, payors, employers, patients, and government stakeholders, and how these relationships shape investment outcomes across the healthcare ecosystem. You will also assess disruptive models such as value-based care, virtual care, and tech-enabled services as they challenge and reshape traditional care delivery modalities, and analyze how changing reimbursement structures and evolving regulation create new investment opportunities and shift competitive dynamics across the industry. You will engage with a broad and varied set of companies spanning digital health, tech-enabled healthcare services, animal health, dental, and traditional care delivery organizations undergoing technological transformation. This role offers the chance to work at the intersection of technology and healthcare investing, an area attracting significant capital, innovation, and client interest, while developing distinctive and highly marketable expertise.

Requirements

• 5-8 years of previous experience, ideally with exposure to healthcare, healthcare technology, or digital health sectors.
• SIE, FINRA 63, 86, 87, or obtained within 180 days.
• Experience in equity research; healthcare or healthcare technology sector knowledge strongly preferred.
• Good knowledge of accounting and modeling.
• Ability to secure and maintain applicable licenses.

Nice To Haves

• MBA or graduate degree and/or CFA preferred.
• Interest in or familiarity with healthcare industry dynamics (including providers, payors, employers, government programs, and emerging care delivery models) is a plus.
• Experience supporting senior equity research analysts.
• Excellent interpersonal and writing skills.
• Strong attention to detail.

Responsibilities

• Produce regular written research on healthcare technology and distribution companies.
• Host investor meetings with company management teams.
• Hold conference calls with industry consultants (including clinicians, health system executives, and policy experts).
• Regularly communicate with clients (both internal and external).
• Maintain & update existing company models; create new models; maintain relative value sheets.
• Assist with the publication of earnings previews/recaps, initiation reports, deep dive notes, and thematic research on trends.
• Assist with client inquiries and requests (internal and external).
• Assist with coordination of investor meetings (management meetings and field trips) and conference calls.
• 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.

Benefits

• 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