Equity Research Analyst

Posted Yesterday
Be an Early Applicant
São Paulo, BRA
In-Office
Senior level
Fintech • Financial Services
The Role
Covers a portfolio of global energy stocks, producing investment research, financial models, valuation analyses, and actionable recommendations for institutional clients. Responsibilities include authoring research reports, analyzing macroeconomic and company trends, engaging investors, coordinating corporate access, tracking market developments, collaborating across research teams, and maintaining regulatory compliance and required licenses.
Summary Generated by Built In

Citi is looking for a Equity Research Analyst to take primary coverage responsibility for a portfolio of stocks within the global energy sector, producing high-conviction investment research that directly informs institutional clients and shapes market perspectives. In this role, you will sit within Citi's equity research division, combining deep sector expertise with financial modelling discipline and direct client engagement to deliver research that moves markets. This is an opportunity for an ambitious, self-driven analyst to establish themselves as a recognized authority in energy sector research at a leading global financial institution.

Responsibilities
  • Take primary coverage responsibility for a defined portfolio of energy sector stocks, producing original investment research and maintaining up-to-date financial models and valuation frameworks.
  • Author research reports and investment notes that distil complex macroeconomic and company-level analysis into a clear, investable thesis for institutional audiences.
  • Conduct macroeconomic analysis of the global energy industry, identifying structural trends and translating findings into actionable investment recommendations.
  • Communicate research ideas and sector views directly to institutional clients through written publications, phone calls, and client marketing trips.
  • Arrange and facilitate direct corporate access for investors, including company visits, management meetings, and participation in industry conferences.
  • Track company events, earnings releases, and sector developments to ensure coverage is timely, accurate, and consistently positioned ahead of market moves.
  • Collaborate with Citi's broader product team to surface and develop emerging trends within the energy space, contributing to cross-functional research initiatives.
  • Operate within applicable regulatory frameworks, maintaining required licences and upholding compliance standards in all research output and client interactions.
Required Qualifications & Skills
  • Advanced proficiency in English, both written and spoken; CV must be submitted in English.
  • Between 6 - 10 years of relevant experience in equity research, investment analysis, or a closely related field within financial services.
  • Demonstrated ability to build detailed financial models and apply rigorous valuation techniques to support investment recommendations.
  • Experience writing research reports or investment notes that translate analytical findings into a coherent, client-ready investment thesis.
  • Ability to engage institutional investors and internal stakeholders effectively through both written communication and direct client marketing activity.
  • Ability to facilitate and coordinate direct corporate access, including managing relationships with company management teams and investor contacts.
  • Holds or is prepared to secure and maintain the regulatory licences required to provide independent, regulated investment research.
  • Bachelor's degree or equivalent university qualification.
Beneficial Skills & Qualifications
  • Master's degree or postgraduate qualification in finance, economics, or a related discipline.
  • Prior coverage experience within the energy sector or demonstrable knowledge of global energy markets and macroeconomic dynamics.
  • Established network of institutional investor or corporate management contacts within the energy space.
What We Offer

At Citi, you will have the platform, resources, and global reach to build a high-impact career in equity research. This role offers meaningful ownership, direct client exposure, and the opportunity to develop into a sector authority within one of the world's leading financial institutions.

  • A hybrid working model structured around 3 days in the office and 2 days working remotely, providing flexibility without compromising collaboration.
  • Direct access to Citi's global institutional client base, giving your research real-world influence at scale.
  • Ongoing learning and professional development opportunities, including support for relevant qualifications and licences.
  • A performance-driven environment where your analytical output and client relationships have a direct impact on the team's standing in the market.
  • Access to Citi's broader product, strategy, and research network, enabling cross-functional collaboration across a global platform.
  • Competitive financial wellbeing and benefits package commensurate with a senior individual contributor role.

Apply now to bring your energy sector expertise to Citi and shape the investment views of institutional clients on a global stage.

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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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Most Relevant Skills Please see the requirements listed above.

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Other Relevant Skills For complementary skills, please see above and/or contact the recruiter.

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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.

Skills Required

  • Advanced proficiency in written and spoken English
  • 6–10 years of relevant experience in equity research, investment analysis, or a related financial-services field
  • Ability to build detailed financial models and apply valuation techniques
  • Experience writing research reports or investment notes
  • Ability to engage institutional investors and internal stakeholders
  • Ability to coordinate corporate access and manage company and investor relationships
  • Required regulatory licenses, or willingness to obtain and maintain them
  • Bachelor's degree or equivalent university qualification
  • Master's degree or postgraduate qualification in finance, economics, or a related field
  • Energy-sector coverage experience or knowledge of global energy markets and macroeconomic dynamics
  • Established institutional investor or corporate management network in the energy sector

Citi Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Citi and has not been reviewed or approved by Citi.

  • Healthcare Strength Benefits coverage is positioned as comprehensive, including health, dental, and vision insurance plus on-site clinics, prescription drug support, and disability coverage. Family-building support such as fertility assistance is described as a notable differentiator within the overall package.
  • Retirement Support Retirement benefits are framed as strong, highlighted by a 401(k) with matching and additional plan options like a Roth 401(k). Financial support is reinforced through discounts and broader financial guidance resources tied to the benefits ecosystem.
  • Wellbeing & Lifestyle Benefits Wellbeing support extends beyond insurance through programs like an Employee Assistance Program, counseling/legal resources, and gym or wellness reimbursement. These offerings increase the perceived total rewards value even when cash compensation sentiment varies by role.

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The Company
HQ: Kwun Tong, Kowloon
223,850 Employees

What We Do

Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Our core activities are safeguarding assets, lending money, making payments and accessing the capital markets on behalf of our clients. We have 200 years of experience helping our clients meet the world's toughest challenges and embrace its greatest opportunities. We are Citi, the global bank – an institution connecting millions of people across hundreds of countries and cities.

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