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Equity Research Assistant Jobs (NOW HIRING)

Barclays

Equity Research Software, AVP

New York, NY · On-site

Assistant Vice President Expectations * To advise and influence decision making, contribute to ... Join Barclays as an Equity Research Software, AVP, where you'll have the chance to collaborate with ...

Barclays

Equity Research Consumer, AVP

New York, NY · On-site

Assistant Vice President Expectations * To advise and influence decision making, contribute to ... Join Barclays as an Equity Research Consumer, AVP, where you'll have the chance to collaborate with ...

Morningstar

Associate Equity Analyst

Chicago, IL · On-site

$70K - $103K/yr

The Role Our Equity Research team is looking for a highly motivated Equity Associate to facilitate ... research, and substantially assist with coverage on a variety of firms in the sector. This position ...

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How much do equity research assistant jobs pay per hour?

As of Jul 20, 2026, the average hourly pay for equity research assistant in the United States is $21.91, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $25.48 per hour, depending on experience, location, and employer.

What are some common challenges Equity Research Assistants face when supporting senior analysts?

Equity Research Assistants often manage multiple tasks under tight deadlines, such as collecting financial data, updating valuation models, and preparing presentations for client meetings. Balancing these responsibilities while ensuring accuracy and attention to detail can be challenging, especially during earnings season or when market-moving news breaks. Effective communication with senior analysts and other team members is crucial, as priorities can shift quickly and collaboration is key to delivering timely, high-quality research.

What are the key skills and qualifications needed to thrive as an Equity Research Assistant, and why are they important?

To thrive as an Equity Research Assistant, you need strong analytical skills, financial modeling expertise, and a background in finance, economics, or a related field—often supported by a relevant degree. Familiarity with Excel, Bloomberg Terminal, FactSet, and sometimes progress toward the CFA designation are highly valuable. Attention to detail, effective communication, and time management are critical soft skills that help you stand out in the role. These abilities are essential for producing accurate, insightful research reports and supporting investment decisions in a fast-paced financial environment.

What does an Equity Research Assistant do?

An Equity Research Assistant supports analysts by gathering, organizing, and analyzing financial data on companies and industries. They help prepare research reports, build financial models, and monitor news or events that may impact stock performance. Their work enables the research team to provide investment recommendations to clients. Equity Research Assistants often interact with financial databases, create presentation materials, and handle administrative tasks as needed. This role is a common entry point for those interested in a career in investment research.
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Equity Research Assistant jobs near you
Infographic showing various Equity Research Assistant job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, 1% Temporary, and 2% Contract. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $45,571 per year, or $21.9 per hour.
Equity Research Senior Associate, Upstream Energy, Assistant Vice President

Equity Research Senior Associate, Upstream Energy, Assistant Vice President

Citigroup, Inc.

New York, NY • On-site

$150K - $175K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 4 days ago

Job description

Citi's Equity Research team is looking for an Equity Research Senior Associate to support a senior analyst covering the Upstream Energy sector, contributing to the production of high-quality investment insights that inform decisions for institutional clients across global markets. In this role, you will work directly alongside a senior analyst to develop research publications, maintain financial models, and engage with clients and company management teams. Your contributions will strengthen the quality and independence of Citi's equity research coverage at a time when the energy sector is at the center of global investment attention.
Responsibilities
  • Support a senior equity research analyst covering the Upstream Energy sector by contributing to all aspects of the research process, from financial modeling to publication.
  • Develop and maintain detailed financial models for Upstream Energy companies, including earnings forecasts, relative value analyses, and scenario-based frameworks.
  • Assist in authoring equity research products including earnings previews and recaps, initiation reports, and deep-dive thematic notes, to a high standard of analytical rigor and clarity.
  • Respond to client inquiries from both internal stakeholders and external investors, delivering timely and well-reasoned analytical perspectives on covered companies and sector trends.
  • Coordinate investor events including management meetings, company field trips, and expert consultant calls, ensuring seamless execution and strong client experience.
  • Contribute to the team's ongoing Upstream Energy coverage by synthesizing complex, multi-source data into actionable investment insights that support the senior analyst's views.
  • Uphold the highest standards of compliance, ethical conduct, and regulatory adherence in all research activities, ensuring outputs reflect Citi's commitment to objectivity and integrity.

Required Qualifications & Skills
  • 5 to 8 years of experience in equity research or a closely related financial analysis discipline, with a track record of supporting senior analysts on complex coverage.
  • Solid foundation in accounting principles and financial modeling, applied within an equity research context.
  • Established experience working alongside senior equity research analysts, with direct exposure to the research publication lifecycle.
  • Excellent written and interpersonal communication skills, with the ability to present complex ideas clearly and concisely to institutional clients and internal stakeholders.
  • Active FINRA licenses: SIE, Series 63, Series 86, and Series 87 (or commitment to obtain upon hire).
  • Bachelor's degree or equivalent professional experience.

Beneficial Skills & Qualifications
  • MBA, graduate degree, or CFA designation, reflecting a commitment to advanced financial expertise.
  • Sector-specific knowledge of Upstream Energy, including familiarity with exploration and production dynamics, commodity markets, and energy company valuation frameworks.
  • Experience engaging directly with company management teams or institutional investors in a research or advisory capacity.

What We Offer
At Citi, we believe that meaningful work, genuine flexibility, and a culture of collaboration are the foundation of a fulfilling career. As a Senior Associate within our Equity Research team, you will have the opportunity to work closely with an experienced senior analyst, deepen your expertise in the Upstream Energy sector, and grow your career within a globally connected firm that invests seriously in its people.
  • Exposure to global institutional clients and cross-regional research collaboration, broadening your professional network and market perspective.
  • Support toward obtaining and maintaining your FINRA licenses (SIE, Series 63, Series 86, and Series 87), with access to learning resources and regulatory guidance.
  • Structured learning and development opportunities, including access to industry training, mentorship from senior research professionals, and defined pathways for career progression.
  • A culture that values independent thinking and intellectual rigor, where your analytical contributions directly influence research quality and client outcomes.
  • Competitive compensation and financial wellbeing benefits, commensurate with a senior-level role at a leading global financial institution.
  • Wellbeing and family support programs designed to help you thrive both inside and outside of work.

Apply today to bring your equity research expertise to one of the world's leading financial institutions and play a key role in supporting Upstream Energy coverage that matters to institutional investors worldwide.
#LI-LK2
Job Family Group:
Research
Job Family:
Research Analysis
Time Type:
Full time
Primary Location:
New York New York United States
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.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
Jun 23, 2026
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.

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