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Institutional Equity Research Sales information

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$149.5K

$162.5K

$174K

How much do institutional equity research sales jobs pay per year?

As of Aug 30, 2026, the average yearly pay for institutional equity research sales in the United States is $162,500.00, according to ZipRecruiter salary data. Most workers in this role earn between $156,000.00 and $169,000.00 per year, depending on experience, location, and employer.

What is institutional equity research sales?

Institutional equity research sales is a specialized role within investment banks and brokerage firms that focuses on selling research insights, investment ideas, and market analysis to institutional clients such as mutual funds, pension funds, and hedge funds. Professionals in this position act as a bridge between research analysts and clients, helping translate research findings into actionable investment strategies. Their responsibilities also include maintaining client relationships, understanding client investment needs, and staying informed about market trends. This role requires strong communication skills, a deep understanding of financial markets, and the ability to interpret complex research reports.

How does an institutional equity research sales professional typically collaborate with research analysts and clients?

As an Institutional Equity Research Sales professional, you serve as a vital link between research analysts and institutional clients. You’ll regularly communicate with research teams to understand key findings and market insights, then distill and present this information to clients such as asset managers and hedge funds. Building strong relationships and tailoring research to meet client investment strategies are core responsibilities. Success in this role depends on proactive communication, deep market knowledge, and the ability to match client needs with relevant research.

What are the key skills and qualifications needed to thrive as an institutional equity research sales professional?

To thrive as an Institutional Equity Research Sales professional, you need a deep understanding of financial markets, equity products, and investment strategies, typically supported by a finance or business degree. Familiarity with Bloomberg Terminal, financial modeling software, CRM systems, and relevant certifications like the Series 7 and 63 is highly valuable. Outstanding interpersonal skills, persuasive communication, and strong client relationship management are crucial for building and maintaining institutional client trust. These skills enable professionals to effectively deliver actionable research insights and drive revenue growth in a competitive environment.

What is the difference between Institutional Equity Research Sales vs Equity Research Analyst?

AspectInstitutional Equity Research SalesEquity Research Analyst
Primary RoleBuild client relationships and sell research productsConducts company analysis and produces research reports
Required SkillsSales, communication, client managementFinancial analysis, valuation, industry expertise
Work EnvironmentClient-facing, sales-drivenResearch department, analytical focus
CredentialsFinance background, possibly certifications like CFAFinance degree, CFA often preferred

Institutional Equity Research Sales focuses on client relationships and selling research insights, while Equity Research Analysts analyze companies and produce detailed reports. Both roles require finance knowledge and often similar credentials, but their daily activities and interactions differ significantly.

What do you do in institutional equity research sales?

Institutional equity research sales professionals act as intermediaries between equity research analysts and institutional investors, such as asset managers and hedge funds. They communicate research insights, provide market updates, and help clients make informed investment decisions, often using financial tools and data analysis. Strong communication skills and industry knowledge are essential for success in this role.
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Institutional Equity Research Sales jobs near you
Infographic showing various Institutional Equity Research Sales job openings in the United States as of August 2026, with employment types broken down into 81% Full Time, 18% Part Time, and 1% Contract. Highlights an 77% Physical, 1% Hybrid, and 22% Remote job distribution, with an average salary of $162,500 per year, or $78.1 per hour.

Equity Research Analyst - Banks (Vice President)

Citigroup, Inc.

New York, NY • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

Citibank rating

8.4

Company rating: 8.4 out of 10

Based on 179 frontline employees who took The Breakroom Quiz

38th of 173 rated banks

Job description

Citi Research is seeking a Vice President Equity Research Analyst to join the Banks research team, contributing to differentiated, high-quality investment research for institutional clients globally.
This is an opportunity to take on a highly visible role within a dynamic sector at the center of evolving interest rate environments, credit cycles, capital and liquidity trends, regulatory developments, technological disruption, and changing competitive dynamics across financial services.
The Research Analyst will play an integral role across the full research process, from developing investment theses and maintaining sophisticated financial models to producing actionable research, engaging with company management teams, and communicating investment views to institutional investors.
The role requires strong analytical judgment, intellectual curiosity, and the ability to translate complex financial, industry, and macroeconomic developments into clear and differentiated investment insights.
Responsibilities:
  • Conduct in-depth fundamental research and financial analysis across companies within the Banks sector, identifying key earnings drivers, catalysts, risks, and emerging industry themes.
  • Develop differentiated investment theses and actionable investment ideas based on company fundamentals, industry dynamics, macroeconomic trends, regulatory developments, and market conditions.
  • Build, maintain, and enhance detailed financial models, including earnings forecasts, valuation frameworks, scenario analysis, and sensitivity analysis.
  • Author and contribute to high-quality research publications, including company updates, earnings analysis, thematic research, industry reports, and initiation reports.
  • Monitor company, sector, regulatory, and macroeconomic developments and assess their implications for covered companies and investor positioning.
  • Engage with institutional investors, responding to research inquiries and communicating investment views, industry developments, and company-specific insights.
  • Build and maintain relationships with company management teams, industry participants, and other relevant market contacts to deepen the team's research perspective.
  • Participate in company meetings, investor events, industry conferences, analyst days, and other research-related events.
  • Partner closely with colleagues across Research, Sales, Trading, and other areas of Citi to deliver timely and differentiated insights to clients.
  • Identify and incorporate new data sources, analytical techniques, and emerging technologies, including AI-enabled research tools, to enhance research quality and efficiency.
  • Establish yourself as a subject matter expert within the Banks sector and contribute to the continued development of Citi's research franchise.
  • Provide informal leadership within the team, including mentoring and supporting junior colleagues and contributing to their professional development.
  • Appropriately assess risk when making business decisions, demonstrating sound judgment and maintaining the highest standards of integrity, transparency, and compliance with applicable laws, regulations, and Citi policies.

Required Qualifications & Skills
  • 6-10 years of relevant professional experience, ideally within equity research, investment banking, asset management, financial services, or another closely related investment research function.
  • Bachelor's degree in Finance, Accounting, Economics, Business, or a related field.
  • Strong understanding of financial statements, accounting principles, valuation methodologies, and fundamental investment analysis.
  • Demonstrated ability to develop and communicate investment theses through high-quality written research and verbal presentations.
  • Advanced financial modeling and analytical skills, with the ability to evaluate complex financial institutions and identify key earnings and valuation drivers.
  • Strong understanding of financial markets and the macroeconomic, regulatory, and competitive factors affecting the banking sector.
  • Excellent written and verbal communication skills, with the ability to translate complex analysis into clear and compelling investment narratives.
  • Ability to engage confidently with institutional investors, company management teams, and senior internal stakeholders.
  • Strong intellectual curiosity, commercial judgment, attention to detail, and ability to manage multiple priorities in a fast-paced, time-sensitive environment.
  • Demonstrated ability to work collaboratively while taking ownership of research deliverables and investment views.
  • Securities licenses as required by the role, or ability to obtain applicable licenses.

Beneficial Skills & Qualifications
  • Experience using Bloomberg Terminal, FactSet, Capital IQ, or similar financial platforms.
  • CFA designation or progress toward the CFA is preferred, but not required.
  • Prior experience or demonstrated expertise in Banks, Financial Institutions, or the broader Financial Services sector.
  • Strong understanding of bank-specific financial and valuation metrics, regulatory considerations, credit trends, and capital markets dynamics.
  • Experience engaging with institutional investors, company management teams, or other senior market participants.
  • Experience mentoring or supporting junior research professionals is a plus.

What We Offer
At Citi, you will work alongside a team of experienced research professionals operating at the forefront of the global technology sector, with access to the resources, relationships, and reach of one of the world's leading financial institutions.
We are committed to supporting your long-term career growth, professional development, and overall wellbeing.
  • Hybrid working model with 3 days in the office and 2 days working remotely, giving you flexibility and structure in equal measure.
  • Strategic influence over how Citi's Technology & Communications research reaches institutional clients and shapes market perspectives globally.
  • Access to senior leadership, global industry networks, and cross-functional collaboration across Citi's research and investment banking franchise.
  • Ongoing learning and professional development opportunities, including support for advanced qualifications and continuing education.
  • Wellbeing support and work-life balance resources designed to sustain long-term performance and personal resilience.
  • Competitive compensation and financial wellbeing benefits, including access to Citi's broader employee financial programmes.

Apply today and take the next step toward building your career in Equity Research at Citi.
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:
$175,000.00 - $250,000.00
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:
Aug 20, 2026
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
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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About Citigroup Inc

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We live in an increasingly complex world. Companies these days are either born global or are going global at record speed. Business and geopolitics are forging an entirely new dynamic and consumers now expect financial services to be a seamless part of their digital lives. Citi is a bank that’s uniquely positioned for this moment. Through our vast global network and our on-the-ground expertise, we can connect the dots, anticipate change and empathize the needs of our clients and customers in ways that other banks simply cannot. Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We have set expectations for how we must act to bring our mission to life. These expectations are at the heart of our Leadership Principles – we take ownership, we deliver with pride and we succeed together.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

New York City, NY, US

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