Research Analyst, General

Posted 11 Hours Ago
Be an Early Applicant
New York, NY, USA
Hybrid
Entry level
Financial Services
The Role
Conduct investment research across sectors and geographies, develop and test equity investment theses, build financial models and valuation frameworks, monitor markets and company developments, and write published research. The role also involves creating visuals, tracking idea performance, supporting subscriber engagement, and contributing to post-mortems. Fresh graduates are welcome, with opportunities to specialize and lead original research over time.
Summary Generated by Built In

Employment Type: Full-time
Work Setting: In-office or remote
Work Location: New York (in-office) or remote US
Work Hours: Office hours
Find out more here: https://www.citrini.com/
About Citrini Research
Citrini Research publishes independent, thematic investment research for a sophisticated audience of investors. We focus on identifying emerging trends, structural shifts, and under-appreciated opportunities across global markets, and we aim to explain them in a clear, differentiated, and actionable way. We’re a small, high-output team where analysts have real ownership and their work reaches readers directly.
Position Overview
We’re looking for a Research Analyst to help generate, develop, and publish original investment ideas. You’ll work across sectors and themes, from first-pass idea generation to deep-dive reports, supporting the full research process. This is a generalist role with room to specialize as you find your edge. Fresh graduates are welcomed to apply!
Responsibilities

  • Develop and pressure-test investment theses across equities and thematic baskets, spanning sectors and geographies

  • Conduct deep-dive research on companies, industries, and supply chains, including competitive positioning, unit economics, and catalysts

  • Build and maintain financial models, comps, and valuation frameworks

  • Monitor markets, earnings, filings, and news to surface timely ideas and update existing views

  • Source and synthesize information from primary sources (filings, transcripts, industry data, expert conversations) and alternative data

  • Draft written research for publication, including reports, updates, and shorter-form commentary, in a clear and engaging style

  • Create charts, tables, and supporting visuals that make complex ideas easy to grasp

  • Track the performance of published ideas and contribute to post-mortems on what worked and what didn’t

  • Support subscriber-facing work as needed, such as Q&A, webinars, and presentations

Qualifications

  • Experience in equity research, investment banking, hedge fund/asset management, consulting, or a comparable analytical role

  • Strong financial modeling and valuation skills

  • Excellent written communication, with the ability to turn dense analysis into compelling prose

  • Demonstrated interest in markets, ideally evidenced by a track record, portfolio, writing, or independent research

  • Intellectual curiosity and comfort moving quickly across unfamiliar industries

  • Self-directed, detail-oriented, and comfortable owning projects end to end

  • Fresh grads are welcomed to apply

Preferred Skills

  • Experience with thematic, macro, or long/short investing

  • Familiarity with technology, semiconductors, energy, industrials, or other secular-growth areas

  • Proficiency with data tools (Excel, Python/SQL, Bloomberg, FactSet, or similar)

  • Existing public writing, such as a Substack, blog, or social following, on markets or investing

Growth Areas

  • Develop deep expertise in a sector or theme of your choosing and become a recognized voice in it

  • Build your byline and reputation with a broad, engaged investor audience

  • Progress from supporting research to leading your own thesis development and flagship reports

  • Sharpen your process through performance tracking, post-mortems, and close work with senior team members

  • Expand into subscriber engagement, product development, and mentoring junior analysts as the team grows

Skills Required

  • Experience in equity research, investment banking, hedge fund, asset management, consulting, or a comparable analytical role
  • Strong financial modeling and valuation skills
  • Excellent written communication and ability to turn dense analysis into compelling prose
  • Demonstrated interest in financial markets through a track record, portfolio, writing, or independent research
  • Intellectual curiosity and comfort moving quickly across unfamiliar industries
  • Self-directed, detail-oriented, and comfortable owning projects end to end
  • Experience with thematic, macro, or long/short investing
  • Familiarity with technology, semiconductors, energy, industrials, or other secular-growth areas
  • Proficiency with Excel, Python, SQL, Bloomberg, FactSet, or similar data tools
  • Existing public writing such as a Substack, blog, or social following focused on markets or investing
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The Company
11 Employees
Year Founded: 2023

What We Do

Citrini Research is an independent investment research firm focused on thematic equity investing and global macro analysis. It studies transformative megatrends and the narratives shaping markets, producing in-depth thematic primers, market commentary, and actionable trade construction. Its research combines macroeconomic insight, second-order thinking, and qualitative judgment to identify potential market beneficiaries and asymmetric opportunities, with themes including artificial intelligence, robotics, healthcare, defense, and fiscal policy.

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