Equity Research Senior Associate Job at Citi (Mumbai)

Equity Research Associate

Clear Street is seeking an equity research associate to join our dynamic equity ...

Location

United States , New York

Salary:

125000.00 - 175000.00 USD / Year

Clear Street

Expiration Date

Until further notice

Requirements

At least two (2) years of fundamental equity research experience including financial statements analysis experience, and financial modeling skills
Bachelor’s degree required, MBA or other advanced degree preferred but not required
FINRA SIE/Series 7, Series 63, Series 86, and Series 87 licenses are required
Skilled in building and updating financial models and projections
Microsoft Excel and PowerPoint spreadsheet proficiency
Outstanding written and verbal communication capabilities to articulate ideas and investment theses
Exhibits a strong work ethic, resourcefulness, and both critical and creative thinking abilities
Able to excel in a dynamic, high-pressure, and deadline-oriented setting
Demonstrates exceptional attention to detail and a commitment to high-quality work

Job Responsibility

Develop and utilize financial models to support analyses, client communications, and investment recommendations
Keep senior analysts informed of significant daily news and market developments
Perform targeted industry and company research by conducting surveys, polling professionals, engaging with Key Opinion Leaders, and gathering primary data for research purposes
Contribute to the creation of in-depth research reports, including investment strategies, data interpretation, industry or company news updates, and initial coverage assessments
As associates progress, they will build and sustain professional relationships with company executives, industry experts, internal sales and trading teams, and institutional investors
Occasional travel may be required

What we offer

Competitive compensation packages
Company equity
401k matching
Gender neutral parental leave
Full medical, dental and vision insurance
Lunch stipends
Fully stocked kitchens
Happy hours

Fulltime

Data Management Group Associate

DMG is a highly strategic pillar of Gain.pro’s research vertical (Private Equity...

Location

India , Bangalore

Salary:

Not provided

Gain.pro

Expiration Date

Until further notice

Requirements

5+ years of experience
latest in a mid-level role for a shared services/competence centre for Strategy Consultant, Global IBD, Big 4 or research centre based in India
previous experience and affinity with the PE & VC market is a plus
worked in the financial/professional services industry and have a strong interest in this area
successfully managed a team size of ~10 or more FTEs
intrigued by and experienced in detailed company analysis and research
world-class communication skills
bias to action
hands-on mindset
a positive, decisive and empathic management style

Job Responsibility

manage and scale a best-in-class research team with a remit to own the updates process for multiple regions globally
reporting to the DMG Team Lead, responsible for managing a sizeable team of DMG analysts and senior analysts involved in the updates process
research and knowledge management: deliver on the updates targets for your regions, ensuring the highest quality standards of financial, market and business research
identify best practices to drive continuous efficiency and process improvements
quality guardianship: regularly carry out reviews of the updates executed by your team, identify quality issues and address them
recruitment: actively support the hiring of research analysts to meet the group’s headcount and content targets
team management: train, develop and motivate team members, fostering a culture of continuous learning and personal and professional growth
strategic initiatives: continuously identify and own improvement opportunities and execute data improvement initiatives
technology: identify and drive technical initiatives to automate our workflow even further

What we offer

competitive base salary with annual bonus linked to your performance/OKRs
chance to grow with the company gaining increasing responsibilities, supported by lots of coaching and a feedback-driven approach
flexible hybrid working model
opportunity to carve your signature in a fast-growing SaaS scale-up and contribute to building the local research team
culture of trust, ownership and standard of excellence
fun working atmosphere with regular outings and events

Fulltime

Summer Intern, MBA, Strategic Finance

Waymo interns partner with leaders in the industry on projects that create impac...

Location

United States , San Francisco

Salary:

50.00 USD / Hour

Waymo

Expiration Date

Until further notice

Requirements

Currently enrolled in an MBA program focused on finance, strategic management and/or technology
3-5 years’ experience in Finance and Business Analysis, including Corporate/Strategic Finance, Private and/or Public Equity Investing, Equity Research or other associated fields
Financial acumen with exceptional financial modeling skills and strong familiarity with financial statements
Strategic and critical thinking mindset: able to think multiple steps ahead on the implications of financial decisions

Job Responsibility

Collaborate across numerous Waymo functional teams to develop an intuitive understanding of the key drivers of Waymo’s core ride hail business
Build financial models related to various long-term business outcomes for Waymo
Derive strategic insights and drive business action via financial data and independent/external research
Prepare and present materials to senior leadership

What we offer

Interns are also eligible to participate in the Company’s generous benefits programs, subject to eligibility requirements

Fulltime

Paralegal Senior

The Paralegal Senior supports CHRISTUS attorneys in connection with contracts, t...

Location

United States , Irving

Salary:

Not provided

CHRISTUS Health

Expiration Date

Until further notice

Requirements

Associate degree is required
Bachelor’s degree is preferred
Excellent organization, writing and interpersonal skills
Orientation to be proactive in preventing problems
Demonstrated strong attention to detail and good follow-through on projects/issues
Exhibit discretion, sound decision-making, time management, and teamwork
5 years of relevant paralegal experience in an in-house law department or law firm, managing a significant caseload of various matters and responsible for support in all phases of litigation
Experience working with contract, data management, legal research, and other electronic systems typically used by corporate law departments
Proficiency in Word, database management, and Excel
Paralegal Certificate from an accredited paralegal program is preferred

Job Responsibility

Draft and review contracts and agreements in coordination with a supervising attorney, including agreements with physicians (such as for medical director and clinical services, employment, and on-call agreements), other vendor agreements, and real estate documents
Coordinate, review, and prepare due diligence materials
Research legal and regulatory issues and prepare concise summaries of findings
Work with transaction parties and escrow agents to prepare closings for real estate and corporate venture transactions
In coordination with the supervising attorney, independently review and draft documentation relevant to joint ventures, mergers and acquisitions, and other transactions based on current forms and templates
Prepare, review and update template contracts and other documents
Prepare and send concise and professional emails and correspondence in connection with responsibilities, with minimal need for editing
Draft and revise policies as directed by the supervising attorney
Manage multiple priorities simultaneously and consistently meet deadlines
Handle and maintain confidential information in an appropriate and professional manner

Fulltime

Project Associate/Senior Project Associate – Planning, Engagement, and Design

We are seeking an entry-to-mid-level Planning & Design Project Associate or Seni...

Location

United States , Berkeley or Sacramento

Salary:

32.00 - 38.00 USD / Hour

MIG

Expiration Date

Until further notice

Requirements

Bachelor’s degree in urban planning, public policy, or a related field
At least one year of relevant work experience (internships OK) for a Project Associate
At least three years of relevant experience for a Senior Project Associate in land use planning, urban planning, urban design, policy, community engagement, master planning or a closely related field
Ability to produce high-quality work products, including planning documents, graphics, maps, and charts
Excellent skills in research, writing, analysis, document presentation, and written and verbal communication
Knowledge and demonstrated interest in the intersection of design, planning, and equity
Knowledge about the principles and practices of land use planning at the city, county, regional, and state level
Software proficiency in Microsoft Office and Adobe Creative Suite is required
Willingness and initiative to pitch in, adapt, and collaborate as a teammate
Confident presentation and public speaking skills in both small and large group discussions

Job Responsibility

Work as part of a supportive, cross-office, cross-discipline team that plans and designs with communities
Support a team of planners, designers, and project managers in all aspects of project design and implementation
Support with community engagement and meeting design, preparation, logistics, and facilitation
Research and analysis
Technical and policy writing
Creation of highly visual materials, reports, and/or summaries
Content analysis
Project administration
Client interaction
Work on comprehensive, specific, downtown, and corridor plans

What we offer

Flexible work schedule
Rewarding work environment
Creative atmosphere that allows for professional development and career advancement opportunities
Comprehensive benefits program including paid time off (PTO)
10 paid holidays
Medical, dental, vision, FSA, and HRA with employer contributions
401K matching
Eligibility for overtime pay

Fulltime

New

Senior Associate (Americas Debt Finance)

Senior Associate (Americas Debt Finance) (White & Case LLP, New York, NY)

Location

United States , New York

Salary:

420000.00 - 450000.00 USD / Year

The New York Times

Expiration Date

Until further notice

Requirements

J.D., LL.M., or U.S. equivalent in law plus 6 years of professional experience as an Attorney, Associate, Law Clerk, or any occupation, job title, position providing legal advice on domestic and cross-border debt finance transactions at an international law firm
Must be admitted to the New York State Bar
6 years of professional experience advising both large and small cap private equity sponsors, corporate borrowers, commercial and investment banks and other clients in the energy/infrastructure, technology, financial services and telecommunications industries on all aspects of financing transactions and the financing life cycle on both the borrower and lender side
6 years of professional experience advising on leveraged finance transactions, both domestic and cross-border, for leveraged buyouts, including syndicated and direct lending facilities, asset-based facilities, refinancing facilities and recapitalization transactions
6 years of professional experience providing advice on Article 9 of the Uniform Commercial Code regarding the creation and perfection of security interests in personal property
3 years of professional experience providing advice in liability management transactions, restructuring and distressed finance, including representing both sponsors/borrowers and creditors and investors in work-out, distressed or other special situations with respect to renegotiating or restructuring debt, up-tier exchange offers, debt repurchases, drop-down transactions, double-dip transactions, consent solicitations, amendments, debtor-in-possession (“DIP”) financings and exit financings relating to the U.S. Chapter 11 Bankruptcy process

Job Responsibility

Draft, review, and negotiate commitment letters and term sheets as well as primary loan and security documentation and ancillary deliverables
Prepare and review issues lists and summary grids as well as conduct legal research, depending on client needs
Manage deal teams and processes from initial discussions through closing and post closing matters
Conduct due diligence
Assist clients with ongoing deal administration, including joinders, amendments, interpretive questions, and collateral matters
Review initial drafts of commitment letters and loan documents, prepare succinct issues lists and prepare revised drafts reflecting client comments
Provide direct assistance to Partners on matters arising in the course of day-to-day provision of legal services to leading international and domestic corporate clients
Attend and present educational seminars and have a high degree of contact with clients, opposing counsel, and other parties
In consultation with Partners, lead negotiation of debt financing documentation, including the review of legal and potential business issues, providing advice directly to clients on potential legal issues and solutions and on the structuring the of the transaction
Lead the drafting of the main debt financing documentation on transactions, including the drafting of commitment letters, term sheets, credit agreements, security agreements, guaranties, intercreditor agreements, fee letters, preferred equity documentation, and all amendments and subsequent revisions to the foregoing documents

Fulltime

New

Senior Client Service Associate

You will support an exclusive group of high-net-worth corporate executives, entr...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years of client service experience, ideally within a RIA or wealth management firm
Experience with Schwab is a major plus
Securities licensing is helpful
licenses can be held by the firm
Strong organization skills and proven attention to detail
Exceptional interpersonal, verbal, and written communication abilities

Job Responsibility

Serve as the main contact for clients and prospects
manage ongoing communication via phone and email
Participate in client meetings, assist with presentations, and support the delivery of strategic client work
Research and respond to client inquiries, escalating issues when needed
Act as the liaison between the advisor and various internal functions including client services, trading, billing, performance, and portfolio management
Manage key administrative responsibilities: scheduling, meeting preparation, documentation, expense submissions, and communication handling
Process equity, mutual fund, and fixed-income trades for brokerage clients
work within custodial platforms, CRM systems, and APX portfolio management tools
Support account maintenance, paperwork, and follow-up with custodians and internal departments

What we offer

competitive compensation and benefits
free online training
medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Tax Manager and Sr Tax Manager

We are seeking a Tax Manager and Sr Tax Manager to join our client's dynamic tea...

Location

United States , Fort Worth

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Must have a minimum of 1-3+ years of experience in a managerial role within a CA firm or similar industry
Extensive experience with Partnership Tax, Corporate Tax both on the compliance and research and planning side
Proficiency in using Fastax or similar tax software is essential
Proven leadership skills with the ability to manage and guide a team effectively
Excellent communication and interpersonal skills to liaise with clients and team members
Strong analytical and problem-solving abilities for effective tax planning and research
Must have a thorough understanding of tax laws and regulations
A certified public accountant (CPA) or similar detail oriented certification is highly preferred
Must possess strong organizational skills and the ability to manage multiple tasks simultaneously
Proven track record of successfully handling and resolving tax-related issues

Job Responsibility

Review federal and multi-state income tax returns for individuals, partnerships, corporations, and trusts
Oversee the planning and scheduling of engagements to ensure quality of work product
Manage teams of senior and staff accountants, providing both formal and informal feedback
Monitor workflow and communicate progress to partners
Develop business with both existing and new clients, maintaining strong client relationships
Advise clients on income tax issues and related tax planning
Maintain proficiency in the taxation of partnerships, limited liability companies, and other similar flow-through entities
Stay knowledgeable about corporate tax issues, including tax provisions
Understand and advise on international tax issues - CFC's and PFIC's, ECI, and FDAP
Have a thorough understanding of both accounting and income tax compliance issues associated with private equity

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Equity Research Senior Associate

Citi

Location:
India , Mumbai

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
April 26, 2025

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