Junior Research Equity Strategist

Role Overview

The Junior Research Equity Strategist is a specialist focused on monitoring trends within their domain and contributing to the strategic direction by integrating these insights into their work and the broader business context. This position requires significant expertise recognized across the company and basic commercial understanding. The strategist operates in collaboration with multiple experts in similar fields and must effectively communicate and influence both internal teams and occasional external clients. Their work produces complex outputs that significantly influence the functional area and contribute to the overall success of the business unit.

Key Responsibilities

• Analyze global financial markets to generate insights and forecasts.
• Draft comprehensive research reports detailing findings and recommendations.
• Develop and maintain financial databases and modeling tools for analysis.
• Respond to customized data and analytic requests from investors and colleagues within Citi.
• Collaborate extensively with Citi Research teams worldwide to unify research efforts.
• Contribute to the origination, investigation, and documentation of global investment themes.
• Communicate investment advice effectively to both external clients and internal stakeholders.
• Assess business risks competently, safeguarding the firm's reputation, client interests, and assets by adhering to relevant laws, policies, and ethical standards, and by escalating control issues transparently.

Qualifications and Skills Required

• Proven foundational knowledge of financial markets through early career roles and relevant academic background.
• Excellent verbal and written communication skills for clear, persuasive messaging.
• Advanced technical proficiency in financial analysis and related disciplines.
• Strong organizational skills with a methodical approach to managing work.
• Good interpersonal qualities and ability to work productively as part of a team.
• Motivated, proactive with a positive mindset and initiative.
• Holds or capable of securing necessary licensing requirements.

Education

Bachelor's degree or its equivalent in related areas.

Additional Information

This position is designated as a Certified Role under the FCA and PRA Certification Regime, which involves a stringent assessment process to confirm suitability and fitness to perform the role. This includes thorough interviews, self-disclosures, background checks, and adherence to standards of honesty, integrity, financial stability, competence, and capability. The role demands compliance with regulatory frameworks and ethical business conduct.

Citi offers a supportive and inclusive workplace committed to employee well-being. Benefits include a hybrid working model with up to two remote days per week, competitive salary reviewed annually, 27 days of holiday plus bank holidays (increasing with service length), discretionary performance bonus, private medical insurance tailored to individual needs, employee assistance programs, pension schemes, paid parental leave, exclusive employee discounts, and access to extensive learning and development opportunities.

Diversity and Inclusion

Citi is proud to be an equal opportunity employer valuing diversity and inclusiveness regardless of race, religion, gender, sexual orientation, disability, or other protected statuses. Reasonable accommodations are available for applicants with disabilities.