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Series 86 Jobs (NOW HIRING)

Roth

Equity Research Associate

Austin, TX · On-site

Securities Industry Essentials (SIE), Series 86 and 87 Licenses. * Bachelor's Degree is required. Compensation Range: 70,000 - 90,000 + annual discretionary bonus

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Series 86 information

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How much do series 86 jobs pay per year?

As of Jun 30, 2026, the average yearly pay for series 86 in the United States is $61,960.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $71,000.00 per year, depending on experience, location, and employer.

What is the series 86 pass rate?

The Series 86 exam, which tests knowledge of research analysis and securities analysis, has a pass rate typically around 70-75%. Success depends on thorough preparation, understanding of financial regulations, and familiarity with the exam format. Candidates often prepare using study guides, practice exams, and review of relevant industry materials.

What is the difference between Series 86 vs Series 87?

AspectSeries 86Series 87
Primary FocusResearch Analyst, Equity ResearchResearch Analyst, Fixed Income
Certifications RequiredSeries 86, Series 87
Work EnvironmentEquity research departments, investment firms
Industry UsageFinancial services, investment banks

Series 86 and Series 87 are both securities industry exams for research analysts. Series 86 focuses on equity research, while Series 87 covers fixed income research. Both certifications are often required for research analysts working in investment firms, and they share similar work environments. The main difference lies in the type of securities analyzed, with Series 86 geared toward stocks and equity markets, and Series 87 centered on bonds and fixed income securities.

What is a Series 86 license?

A Series 86 license is a qualification administered by the Financial Industry Regulatory Authority (FINRA) for individuals who want to become research analysts. This license demonstrates that the holder has the necessary knowledge to analyze equity securities and provide investment research and recommendations. Candidates must pass the Series 86 exam, which focuses on information analysis and valuation of securities. It is typically required for professionals who are involved in preparing research reports or making investment recommendations in the financial services industry.

What are some common challenges faced when preparing for the Series 86 exam as a research analyst candidate?

Preparing for the Series 86 exam can be challenging due to the in-depth financial analysis and modeling skills required. Candidates often find it demanding to balance studying with their regular job responsibilities, as the exam covers advanced topics like valuation, financial statement analysis, and industry research. It's essential to allocate consistent study time and utilize practice questions to gain familiarity with the exam format. Collaborating with colleagues or study groups can also provide support and clarify complex concepts.

What jobs pay 2000 a day?

Jobs that can pay $2,000 a day typically include high-level roles such as investment bankers, specialized surgeons, corporate lawyers, or successful entrepreneurs. These positions often require advanced skills, extensive experience, and sometimes significant certifications or licensing. Freelance consultants or contractors in certain industries may also reach this earning level with high-value projects or clients.

What are the key skills and qualifications needed to thrive as a Series 86 Research Analyst, and why are they important?

To thrive as a Series 86 Research Analyst, you need strong analytical skills, financial modeling expertise, and a solid understanding of accounting and valuation principles, typically supported by passing the Series 86 exam. Familiarity with financial databases, Excel, Bloomberg Terminal, and research platforms is essential for market and company analysis. Exceptional attention to detail, communication, and critical thinking skills are vital to stand out in delivering clear, actionable investment insights. These competencies are crucial for producing high-quality research that guides effective investment decisions and builds trust with clients and stakeholders.

What jobs make $1,000,000 a year?

In the context of the Series 86 role, high-earning financial professionals such as hedge fund managers, investment bankers, and senior portfolio managers can earn $1,000,000 or more annually through bonuses, commissions, and base salaries. These roles typically require advanced certifications, extensive experience, and strong analytical skills within the finance industry.

What job makes $10,000 a month without a degree?

A Series 86 license holder, typically a financial analyst or securities professional, can earn around $10,000 or more per month through commissions and bonuses. These roles often require passing the Series 86 exam, relevant industry experience, and strong analytical skills, but do not necessarily require a college degree.
More about Series 86 jobs
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What job categories do people searching Series 86 jobs look for? The top searched job categories for Series 86 jobs are:
Series 86 jobs near you
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

Posted 15 days ago

Key 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.

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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