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

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

Senior Research Associate, Implementation Science

The Senior Research Associate will play a leadership role in advancing precision...

Location

United States , Winston Salem

Salary:

37.50 - 56.25 USD / Hour

Advocate Health Care

Expiration Date

Until further notice

Requirements

Ph.D., or comparable degree, with 8 years of relevant research experience
Master’s Degree with a minimum of twelve years prior relevant experience
Bachelor’s Degree with 18 years prior relevant experience
Demonstrated knowledge of scientific principles and prior research experience
Strong computer skills
Strong communication skills
Supervisory experience
Ability to write grant proposals with limited supervision
Peer reviewed publications, plus oral and poster presentations at national meetings
Two letters of recommendation from faculty

Job Responsibility

Serve in a leadership role with the project PI and investigators
Assume major responsibility for the successful and timely completion of project tasks, including planning, development, implementation, data collection, evaluation, writing and dissemination of study findings
Work with project PI and senior personnel to ensure that all aspects of the study are conducted in accordance with the study protocol and grant/contract
Ensure that all study activities comply with state and federal regulations and guidelines, as well as all requirements of the Medical School and University
Oversee monitoring of the study budget and/or components of the study budget
Serve in a leadership role with project PI in negotiating contracts and subcontracts
Ensure adequate staffing for project(s)
Recommend, plan for and carry out the hiring/elimination of staff if needed
Coordinate training of new study personnel
Conduct site visits if appropriate to study

What we offer

Paid Time Off programs
Health and welfare benefits such as medical, dental, vision, life, and Short- and Long-Term Disability
Flexible Spending Accounts for eligible health care and dependent care expenses
Family benefits such as adoption assistance and paid parental leave
Defined contribution retirement plans with employer match and other financial wellness programs
Educational Assistance Program

Fulltime

Equity Research Associate

Under general supervision of a Senior Equity Analyst, analyze and interpret equi...

Location

United States , Saint Petersburg

Salary:

Not provided

Raymond James

Expiration Date

Until further notice

Requirements

Bachelor’s: Finance (Required)
General Experience - 13 months to 3 years
Obtain the Series SIE and 86/87 licenses within one year from start date
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Sufficient understanding of accounting and financial statement analysis
Data analytics/coding skills preferred

Job Responsibility

Develop expertise on the Healthcare industry and individual healthcare companies to assess the impact of data readouts and other impactful news
Prepare and coordinate the completion of various data and analytics reports, including financial models for revenue and income forecasts, cash flow analysis, balance sheet, and quarterly projections
Assemble and analyze data to help inform investment ideas/ views on market outlook
Explore and develop a basic understanding of external developments or emerging issues and contribute to the evaluation of their potential impact on an investment recommendation
Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues
Develop own capabilities by participating in assessment and development activities as well as formal and informal training and coaching
Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, conferences, and reading specialist media

Fulltime

Equity Sr. Research Associate - Biotech

Under general supervision of a Senior Equity Analyst, analyze and interpret clin...

Location

United States , New York

Salary:

80000.00 - 150000.00 USD / Year

Raymond James

Expiration Date

Until further notice

Requirements

Equivalent work experience or Ph.D/Md/PharmD required
Biochemistry, Neuroscience, or other life science focus strongly preferred
Business/Finance grads with some life science career experience also considered
Data analytics/coding skills preferred
Obtain the Series SIE, 86/87, and 63 licenses within one year from start date
General Experience - 6 to 10 years
Doctor of Medicine (MD) or MBBS (Required)
Doctor of Philosophy (PhD) or similar Doctorate Degree (Required)
Master's: Business Administration (Required)
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Job Responsibility

Develops expertise on the biotechnology industry and individual biotech companies to assess the impact of clinical data readouts and other impactful news
Prepare and coordinate the completion of various data and analytics reports, including financial models for revenue and income forecasts, cash flow analysis, balance sheet, and quarterly projections
Assembles and analyzes clinical, scientific and other data to help inform investment ideas/ views on market outlook
Explores and develops a basic understanding of external developments or emerging issues and contribute to the evaluation of their potential impact on an investment recommendation
Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues
Develop own capabilities by participating in assessment and development activities as well as formal and informal training and coaching
gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential
Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, conferences, and reading specialist media

Fulltime

Investor Relations Associate

We are seeking a highly analytical and experienced Investor Relations (IR) Assoc...

Location

United States , San Francisco; New York

Salary:

140000.00 - 170000.00 USD / Year

Crusoe

Expiration Date

Until further notice

Requirements

3 - 5 years of experience in Investor Relations, Investment Banking, or Equity Research
Ideal experience in supporting a company through a significant liquidity event, such as an Initial Public Offering (IPO) or a major public capital raise
Prior experience working for a large, complex, publicly traded company known for its rigorous financial standards and advanced technology products (e.g., in the semiconductor, cloud, or advanced technology sectors)
Strong understanding of financial modeling, valuation techniques, and Generally Accepted Accounting Principles (GAAP)
High proficiency in Microsoft Office Suite (Excel and PowerPoint) and experience utilizing IR-specific platforms (e.g., Bloomberg, Refinitiv, CRM software)
Outstanding written and verbal communication skills, with a proven ability to synthesize complex data into clear, concise narratives for a financial audience
Detail-oriented, highly organized, and capable of managing multiple projects under tight deadlines and with a high degree of confidentiality
Strong interpersonal skills and the ability to build and maintain trust with internal executives and external investors
Bachelor’s degree in Finance, Economics, Accounting, or a related field

Job Responsibility

Public Company Experience: Communications with equity and debt providers, organizing investor reporting and outreach
Assist in managing the ongoing requirements and documentation specific to a newly public company environment
Manage relationships across sell-side equity research analysts and coverage universe
Non-Deal Roadshows (NDRs): Coordinate and manage logistics for investor roadshows and conferences, including scheduling, preparation of materials, and post-event follow-up
Due Diligence: Manage data requests and materials for investor and analyst due diligence sessions
Financial Reporting & Communications: Earnings Cycle Management: Play a lead role in the quarterly earnings process, including drafting press releases, preparing management's scripts, developing Q&A documents, and creating presentation materials
Analyst & Investor Interaction: Serve as a point of contact for routine inquiries from financial analysts, institutional investors, and retail shareholders
Synthesize these interactions for senior management
Messaging Development: Work closely with the Finance, Legal, and Corporate Communications teams to ensure consistent, accurate, and compelling internal and external messaging regarding company strategy, financial performance, and market developments
Market Intelligence & Strategy: Competitive Analysis: Monitor, analyze, and summarize sell-side research, consensus estimates, and competitor financial performance

What we offer

Industry competitive pay
Restricted Stock Units in a fast growing, well-funded technology company
Health insurance package options that include HDHP and PPO, vision, and dental for you and your dependents
Employer contributions to HSA accounts
Paid Parental Leave
Paid life insurance, short-term and long-term disability
Teladoc
401(k) with a 100% match up to 4% of salary
Generous paid time off and holiday schedule
Cell phone reimbursement

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

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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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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