C

Citi

Runs banking and payments for global clients

Equity Research Business Analyst/Product Manager - Assistant Vice President

Full-TimeUpdated on 10/23/2026
$150k - $175k+ Discretionary incentive awards + Formulaic incentive awards + Retention awards
Senior
Bachelor's
New York, NY, USA
HybridHybrid working model balances in-office collaboration with remote flexibility.
Project & Program ManagementProgram Management

About the job

Requirements
  • Requires 5-8 years of experience.
  • Requires a background in financial services, research management, product management, or business analytics.
  • Must be able to manage multiple projects simultaneously, meet deadlines, and deliver results within a large, matrixed organization.
  • Requires analytical capability to interpret performance data, develop dashboards, and produce metrics that support decision-making.
  • Requires organizational skills and a detail-oriented approach to documentation, reporting, and process management.
  • Must be able to communicate clearly and confidently and coordinate effectively across teams, functions, and seniority levels.
  • Must be self-directed and solutions-focused, with the ability to identify and resolve issues independently without close supervision.
  • Must be able and committed to acquire and maintain FINRA licenses including the SIE, 63, 86, 87, and 24.
  • Requires a Bachelor's degree or equivalent professional experience.
Responsibilities
  • Support the Americas Equity Research Product Manager with day-to-day product oversight, including monitoring research output quality, coordinating approvals, and planning the morning call across sectors and regions.
  • Coordinate the Equity Research Oversight Committee process, ensuring timely review of research initiations, ratings changes, and material research updates in collaboration with Supervisory Analysts, the Control Group, and the Production team.
  • Produce and analyze product metrics that enable the research management team to assess performance and identify opportunities across each research franchise.
  • Build and maintain business analytics dashboards that translate key performance indicators into clear, actionable insights for managers and research analysts.
  • Identify and implement artificial intelligence-driven automation to streamline recurring management processes and reporting workflows, and promote broader artificial intelligence adoption within the department.
  • Establish and maintain project governance processes that surface dependencies, risks, and conflicts across programs, keeping relevant stakeholders informed of status and escalations.
  • Manage program documentation, meeting records, and organizational knowledge to ensure the operations team has current and accessible information.
Desired Qualifications
  • Familiarity with equity research workflows, research product management, or capital markets operations.
  • Experience applying artificial intelligence or automation tools to improve reporting processes or operational efficiency.
  • Exposure to working with oversight or governance committees in a regulated financial environment.
  • Experience collaborating with cross-regional teams or working in a global financial institution.

About the company

Citi runs banking, investment and payment services for companies, governments and individuals around the world. Its global network connects institutions with local banking systems, while its US consumer business sells credit cards and deposit accounts. Corporate clients use Citi to manage cash, finance trade and raise capital, and investors use its trading, custody and wealth services to hold and manage assets. The bank earns interest on loans and fees from payments, securities transactions, financial advice and account services. Citi traces its banking roots to 1812; the Citigroup holding company was formed in 1998, and its headquarters are in New York City.

Company Size

10,001+

Company Stage

IPO

Headquarters

New York City, New York

Founded

1812

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Simplify's Take

What believers are saying

  • Revenue is expanding: Citi reported $24.8 billion in the June 2026 quarter, up 14% year over year.
  • US parents get protected time: eligible Citi employees receive 16 weeks of bonding leave at full base pay.
  • Institutional deposits are sticky: Citi says around 80% of Services deposits come from clients with relationships exceeding 15 years.

What critics are saying

  • Lending losses remain substantial: Citi's net credit losses reached $2.4 billion in the June 2026 quarter.
  • Australian hybrid roles require office time: Citi sets a minimum of three office days weekly for designated hybrid positions.
  • Job cuts carry a cost: Citi booked roughly $500 million in severance in the March 2026 quarter.

What makes Citi unique

  • Corporate payments move at scale: Citi processes around $6 trillion daily through its Treasury and Trade business.
  • Deposits move beyond banking hours: Citi Token Services transfers cash between participating Citi branches around the clock.
  • Employees use a shared AI workspace: Citi's Stylus platform reaches over 180,000 people for research and multi-step workflows.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • Disability Insurance
  • 401(k) Retirement Plan
  • 401(k) Company Match
  • Wellness Program
  • Paid Vacation
  • Paid Sick Leave
  • Paid Holidays

Company News

KLSescreener
Oct 23rd, 2026
Malaysia Aviation Group secures US$75mil trade finance facility from Citi

KUALA LUMPUR: Malaysia Aviation Group (MAG) has secured a US$75mil structured trade finance facility from Citi to support its supply chain operations and working capital requirements across Asia.

BBX
Oct 22nd, 2026
Nebius secures $3.5B Citibank financing for global AI cloud expansion

Nebius Group, an AI cloud service provider, has secured a $3.5 billion priority secured financing line from Citibank. The company will use the funds to support the global expansion of its AI cloud computing business.

Yahoo Finance
Oct 21st, 2026
Citi's Radke: AI splits software into winners like Microsoft and losers like Adobe

Citi's Tyler Radke says AI is splitting software into winners and losers. Radke, co-head of US software equity research, told Bloomberg Television that AI is lifting growth at Microsoft, Palantir, and Snowflake. He expects Microsoft's revenue growth to top 20%, up from 18% in the quarter ended June 30. Office costs under $100 a month and bundles security and Copilot, while rivals charge hundreds of dollars, leaving room to raise prices. Adobe and smaller application vendors face pressure as IT budgets shift to AI, he said. Salesforce agreed to buy Braze for $47.50 per share in cash. Radke questions whether Salesforce can speed up organic growth after half a dozen large deals. If financing stays costly, he expects scale to decide who survives.

Kalkine
Oct 20th, 2026
Citigroup prices $1.7B callable senior notes due 2030 with 4.135% fixed coupon

Citigroup priced a €1.5 billion offering of callable senior notes due October 26, 2030, according to a filing dated October 19, 2026. The notes were offered at 100.000% of par and settle on October 26, 2026. Net proceeds are €1,496,250,000 before expenses. The notes pay a fixed 4.135% annually until October 25, 2029. After that, they pay quarterly at three-month EURIBOR plus 0.795%. Citigroup may redeem the notes from April 26, 2027, at a make-whole price, or at par on October 26, 2029, or from September 26, 2030. The notes are rated A3 by Moody's, BBB+ by S&P, and A by Fitch. Citigroup will apply to list them on the Luxembourg Stock Exchange.

Kalkine
Oct 20th, 2026
Citigroup prices $1.4B senior notes due 2033 with 4.462% fixed-to-floating coupon

Citigroup Inc. priced a €1.25 billion offering of senior notes due October 26, 2033, according to a filing dated October 19, 2026. The notes were sold at 100.000% of face value, with net proceeds of €1,245,937,500 before expenses. The notes pay a fixed 4.462% a year, annually from October 26, 2027. From October 26, 2032, the rate becomes three-month EURIBOR plus 1.077%, paid quarterly. Citigroup may redeem the notes from April 26, 2027, at a make-whole price. The notes are rated A3 by Moody's, BBB+ by S&P, and A by Fitch. Settlement is due October 26, 2026. Citigroup Global Markets Limited is sole book manager, and a Luxembourg Stock Exchange listing has been applied for.