Equity Research Senior Associate, U.S. Multi-Industry and Engineering & Construction

About the position

Citi’s Equity Research team is looking for a Senior Associate to support the lead analyst covering the U.S. Multi-Industry and Engineering & Construction sectors, contributing to the delivery of high-quality, independent investment insights to institutional clients globally. In this role, you will play a meaningful part in shaping investment research, financial models, and client engagement across a diverse group of companies spanning engineering and construction, industrial services, diversified industrials, infrastructure, building and construction-related markets, and other multi-industry businesses. This is an opportunity to combine deep fundamental analysis, financial modeling, industry research, and emerging AI-driven research methods while working within Citi’s globally connected research platform.

Responsibilities

  • Build, maintain, and update detailed financial models for companies across the U.S. Multi-Industry and Engineering & Construction sectors, including earnings forecasts, valuation analysis, and scenario modeling to support investment recommendations.
  • Draft and co-author equity research publications, including earnings previews and recaps, initiation reports, industry deep dives, thematic research, and other sector-focused content.
  • Analyze company fundamentals, industry trends, competitive dynamics, end-market exposures, and relevant market data to identify key investment themes, risks, and opportunities.
  • Develop a strong understanding of the key drivers affecting covered companies, including infrastructure and construction spending, capital investment cycles, project activity, pricing, margins, backlog trends, and broader macroeconomic conditions.
  • Respond to inquiries from internal and external clients, delivering timely and well-informed perspectives on covered companies and industry developments.
  • Coordinate and support investor events, including management meetings, company visits, industry conferences, and calls with industry experts and consultants.
  • Apply AI tools and emerging technologies to enhance research workflows, streamline data analysis, and improve the scalability and efficiency of published research.
  • Mentor and support junior team members, contributing to a high-performing research environment through knowledge sharing and day-to-day guidance.
  • Evaluate business and investment decisions with sound judgment, maintaining the integrity of research outputs and adhering to regulatory and ethical standards at all times.

Requirements

  • 5 to 8 years of experience in sell-side equity research or a closely related investment research function.
  • Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
  • Strong understanding of financial statements, accounting fundamentals, and corporate finance.
  • Experience building financial models and performing company valuation analyses (DCF, comparable companies, precedent transactions, or similar methodologies).
  • Active holding of, or eligibility to obtain, SIE, Series 63, Series 86, and Series 87 licenses.
  • Excellent analytical and problem-solving skills.
  • High attention to detail with the ability to manage multiple priorities in a fast-paced environment.
  • Intellectual curiosity and a genuine passion for financial markets and investing.
  • Ability to learn quickly and develop expertise in a new industry or sector.

Nice-to-haves

  • MBA, graduate degree, or CFA designation, demonstrating advanced financial and analytical expertise.
  • Familiarity with U.S. Multi-Industry, Engineering & Construction, diversified industrials, infrastructure, industrial services, or related end markets.
  • Understanding of industry-specific metrics such as backlog, book-to-bill, project pipelines, capital spending, organic growth, margins, and end-market exposure.
  • Hands-on experience applying AI tools or data analytics platforms to investment research or financial analysis workflows.

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
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