Citi

Citi

Posted via Workday

Research Product Associate

Posted Sep 4, 2026

Role at a glance

Job function
Investments & Capital Markets Other
Salary
Not Disclosed
Location
Mumbai Maharashtra India
Work arrangement
On-site
Employment
Full-time
Experience
minimum 2-3 years of experience in building and updating company valuation excel models
Education
Graduate / bachelor’s degree in business (equivalent experience), finance, or economics

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Role Summary

AI-generated

Citi Research is seeking a Research Product Associate to join its financial modeling team in Mumbai. The team builds and reviews company financial and valuation Excel models for Citi research analyst teams across regions and sectors.

What You'll Do

  • Create Excel-based company valuation models by updating historical financial data and building forecasts.
  • Update existing company valuation models for new financial filings according to analyst instructions and model structure.
  • Review analyst models to ensure they adhere to Citi’s modeling standards.
  • Work on special projects and database initiatives while establishing and monitoring requirements, priorities, impacts, and deadlines.
  • Identify and communicate useful and timely information to relevant stakeholders to facilitate informed decision-making within the...

Generated from the employer's posting. Verify important details before applying.

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Qualifications

Graduate / bachelor’s degree in business, finance, or economics; minimum 2-3 years of experience building and updating company valuation Excel models; understanding of accounting principles and financial concepts; financial analysis and modeling skills; Excel skills; ability to navigate company financial statement data and manage multiple workflows.

Required

  • Graduate / bachelor’s degree in business (equivalent experience), finance, or economics
  • Minimum 2-3 years of experience in building and updating company valuation excel models
  • Good understanding of accounting principles/financials concepts
  • Ability to source and navigate company financial statements data for modeling tasks
  • Strong financial analysis and modeling skills
  • Good excel skill and ability to navigate and understand the flow of excel financial model
  • Ability to manage multiple tasks/workflow and prioritize tasks accordingly
  • Good written and verbal communication skills

Original job description

Content provided by the employer

Whether you’re at the start of your career or looking to discover your next adventure, your story begins here.  At Citi, you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks.  We’re fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning.  You’ll also have the chance to give back and make a positive impact on where we live and work through volunteerism.

Shape your Career with Citi

We’re currently looking for a high caliber professional to join our team as Non-Officer, Research Product Associate - Hybrid (Internal Job Title: Research Product Associate - C10) based in Mumbai, India.  Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decisions and manage your financial well-being to help plan for your future.

What We Offer -

  • Opportunities to grow your career locally and collaborate with colleagues across Citi's global network.
  • A hybrid working model that balances in-office collaboration with remote flexibility.
  • Investment in your professional development through training programmes, mentorship, and skill-building opportunities.
  • Employee wellbeing support including medical coverage, mental health resources, parental leave, and family support programmes.
  • Competitive retirement contributions and investment options to support your long-term financial goals.

This opportunity exists in Citi Research to join the financial modeling team as an Associate.The team is responsible for, a) building and updating companies financial/valuation excel models and b) reviewing financial/valuation models to ensure they meet Citi standards. The team caters to the Citi research analyst’s teams based in different regions covering various sectors.

In this role, you’re expected to:

  • Create excel based company valuation models by updating historical financial data and building forecasts as per the modeling assumptions/drivers and Citi analysts’ requirements.
  • Update existing company valuation models for new financial filings as per analyst’s instructions and model’s structure.
  • Review analyst’s model to ensure they adhere to Citi’s modeling standards.
  • Work on special projects/database initiatives, and be able to establish and monitor requirements, priorities, impacts and deadlines with minimal/no help. Understand their implications to the business and deliver appropriate global solutions that satisfy all concerned parties' requirements.
  • Identify and communicate useful and timely information to the relevant stakeholders to facilitate informed decision-making process within the operations team.

As a successful candidate, you’d ideally have the following skills and exposure:

  • You hold a Graduate / bachelor’s degree in business (equivalent experience), finance, or economics with minimum 2-3 years of experience in building and updating company valuation excel models
  • Demonstrate a good understanding of accounting principles/financials concepts, and be able to source and navigate company financial statements data for modeling tasks.
  • Strong financial analysis and modeling skills including decent understanding of drivers of different sectors and financial modeling’s best practices.
  • Good excel skill and be able to easily navigate and understand the flow of excel financial model.
  • Independently manage multiple tasks/workflow and should be able to prioritize tasks accordingly.
  • Self-motivated, highly focused and detail-oriented. Should be a good team player and demonstrate high energy levels and a desire to learn and progress within the team/firm.
  • Ability to manage expectations and maintain key relationships with internal and external clients.
  • Good written and verbal communication skills and should be able to communicate at different levels, within and outside team with ease.

Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Take the next step in your career, apply for this role at Citi today

https://jobs.citi.com

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Job Family Group:

Research

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Job Family:

Research Product

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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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.

Citi

About the company

Citi

Large Enterprise

Citi is a global financial services corporation that offers a wide range of financial products and services, including consumer banking, credit, investment banking, and wealth management. With a presence in nearly 100 countries, Citi serves millions of customers, from individuals and small businesses to large corporations and governments. The company is dedicated to innovation and sustainability, actively working to support economic growth while addressing environmental and social challenges. Citi’s commitment to providing exceptional service and fostering diverse talent makes it a prominent choice for students aspiring to build a career in finance and banking.