Equity Research Business Analyst/Product Manager, Assistant Vice President

Job Description

Citi is looking for an Equity Research Product Manager at the AVP level to join the Americas Equity Research Management team, playing a central role in shaping how research is delivered, monitored, and continuously improved across the business. In this position, you will sit at the intersection of product management and business analytics, supporting the strategic priorities of one of the world's leading financial institutions. Your work will directly influence the quality of research output and the effectiveness of the teams producing it.

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 KPIs into clear, actionable insights for managers and research analysts.

• Identify and implement AI-driven automation to streamline recurring management processes and reporting workflows and actively promote broader AI adoption within the department.

• Establish and maintain project governance processes that surface dependencies, risks, and conflicts across programs, keeping all 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 at all times.

Required Qualifications & Skills

• 5-8 of experience

• Background in financial services, research management, product management, or business analytics.

• Demonstrated ability to manage multiple projects simultaneously, meet deadlines, and deliver results within a large, matrixed organization.

• Analytical capability to interpret performance data, develop dashboards, and produce metrics that support decision-making.

• Strong organizational skills with a detail-oriented approach to documentation, reporting, and process management.

• Clear and confident communicator, able to coordinate effectively across teams, functions, and seniority levels.

• Self-directed and solutions-focused, with the ability to identify and resolve issues independently without close supervision.

• Ability and commitment to acquire and maintain FINRA licenses including the SIE, 63, 86, 87 & 24.

• Bachelor's degree or equivalent professional experience.

Beneficial Skills & Qualifications

• Familiarity with equity research workflows, research product management, or capital markets operations.

• Experience applying AI 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.

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 programs, mentorship, and skill-building opportunities.

• Employee wellbeing support including medical coverage, mental health resources, parental leave, and family support programs.

• Competitive retirement contributions and investment options to support your long-term financial goals.

Apply today and bring your equity research expertise to a global team where your analysis shapes the investment decisions of clients around the world.

#LI-LK2

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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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Primary Location:

New York New York United States

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Primary Location Full Time Salary Range:

$150,000.00 - $175,000.00

In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

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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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Anticipated Posting Close Date:

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Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

Illinois residents – AI Notice and Right

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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.