Research Sr Associate (Non-lending Financials) - Assistant Vice President

Posted Yesterday
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Mumbai, Maharashtra, IND
In-Office
Senior level
Fintech • Financial Services
The Role
Conducts investment research on non-lending financial companies for credit investors. Responsibilities include maintaining and building financial models, preparing earnings previews, initiation reports, and deep-dive research, supporting investor meetings and consultant calls, responding to client inquiries, and ensuring compliance with applicable policies and regulations.
Summary Generated by Built In

Whether you’re at the start of your career or looking to discover your next adventure, your story begins here.  At Citi, you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks.  We’re fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning.  You’ll also have the chance to give back and make a positive impact on where we live and work through volunteerism.


Shape your Career with Citi

 

We’re currently looking for a high caliber professional to join our team as Assistant Vice President, Research Senior Associate (Non- lending Financials) - Hybrid (Internal Job Title: Research Snr. Associate - C12) based in Mumbai, India.  Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decisions and manage your financial well-being to help plan for your future.

What We Offer -

    • Opportunities to grow your career locally and collaborate with colleagues across Citi's global network.
    • A hybrid working model that balances in-office collaboration with remote flexibility.
    • Investment in your professional development through training programmes, mentorship, and skill-building opportunities.
    • Employee wellbeing support including medical coverage, mental health resources, parental leave, and family support programmes.
    • Competitive retirement contributions and investment options to support your long-term financial goals.

The Research Sr Associate is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area.

Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.

Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.


In this role, you’re expected to:

·       Citi Research focuses on delivering high quality investment insights to credit investors on a global basis with a high emphasis on independence and objectivity in its products and insights

·       The unit produces regular written research, hosts investor meetings with company management teams, holds conference calls with industry consultants and regularly communicates with clients (both internal and external)

·       Modeling: Maintaining & updating existing company models; creating new models; maintaining relative value sheets

·       Research: Assist with the publication of earnings previews/recaps, initiation reports, deep dive notes as well other group products

·       Communication: Assist with client inquires and requests (internal and external)

·       Events: Assist with coordination of investor meetings (management meeting & field trips) and conference calls with consultants

·       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.


As a successful candidate, you’d ideally have the following skills and exposure:

  • Bachelor’s/University degree or equivalent experience
  • 5-8 years previous experience
  • MBA or graduate degree and/or CFA preferred.
  • Experience in Equity Research
  • Good knowledge of accounting and modelling
  • Experience in supporting senior research analysts
  • Excellent inter-personal and writing skills
  • Attention to detail
  • Secure and maintain applicable licenses

 

Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe.


At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Take the next step in your career, apply for this role at Citi today

https://jobs.citi.com

 

 

 

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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

  • Bachelor's or university degree, or equivalent experience
  • 5-8 years of previous experience
  • MBA or graduate degree
  • CFA qualification
  • Experience in equity research
  • Knowledge of accounting and financial modeling
  • Experience supporting senior research analysts
  • Excellent interpersonal and writing skills
  • Strong attention to detail
  • Ability to secure and maintain applicable licenses

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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