Citi

Citi

Posted via Workday

Research Associate - C11 - SHANGHAI

Apply by Sep 30, 2026

Posted Sep 8, 2026

Role at a glance

Job function
Investments & Capital Markets Other
Salary
Not Disclosed
Location
Shanghai Shanghai China
Work arrangement
Hybrid
Employment
Full-time
Experience
Existing knowledge of Research or external Investment research division essential
Education
Bachelor’s/University degree or equivalent experience

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Role Summary

AI-generated

The Research Associate supports Citi’s Research function and product management activities, helping coordinate research operations, market data, conferences, meetings, reporting, and expense processes. The role also contributes to analysis, committee reviews, and risk and control activities supporting the effectiveness of the research team.

What You'll Do

  • Reviews and processes broker votes to be shared and consumed.
  • Organizes the product management team, including presentations, marketing schedules, the marketing diary, product planning meetings, and...
  • Publishes focus list notes and updates focus list posters.
  • Contributes to market data and subscriptions management for Equity Research.
  • Coordinates the Road Ahead conference and stock steering meetings.
  • Provides management information, including variance analysis and month-end reporting.

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

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Qualifications

Existing knowledge of Research or external Investment research division; history of working within tight deadlines and prioritization; Microsoft systems especially Excel and Word; ability to interact and manage at all levels; ability to manage large amounts of data; accuracy and attention to detail; secure and maintain applicable licenses.

Required

  • Existing knowledge of Research or external Investment research division essential
  • History of working within tight deadlines and prioritization
  • Microsoft systems especially Excel and Word
  • Ability to interact and manage at all levels
  • Ability to manage large amounts of data
  • Accuracy and attention to detail
  • Secure and maintain applicable licenses

Preferred

  • MBA and/or CFA preferred
  • Ability to use internal Citi systems would be an advantage but is not essential

Original job description

Content provided by the employer

The Research Associate is a developing professional role. Deals with most problems independently and has some latitude to solve complex problems. Integrates in-depth specialty area knowledge with a solid understanding of industry standards and practices. Good understanding of how the team and area integrate with others in accomplishing the objectives of the sub function/ job family. Applies analytical thinking and knowledge of data analysis tools and methodologies. Requires attention to detail when making judgments and recommendations based on the analysis of factual information. Typically deals with variable issues with potentially broader business impact. Applies professional judgment when interpreting data and results. Breaks down information in a systematic and communicable manner. Developed communication and diplomacy skills are required in order to exchange potentially complex/sensitive information. Moderate but direct impact through close contact with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team and other closely related teams.

Responsibilities:

  • Reviews and processes broker votes to be shared and consumed
  • Organizes the product management team including creation of presentations, marketing schedules, coordination of the marketing diary, product planning meetings, diary management etc.
  • Publishes focus list notes, updating and displaying the new focus list posters etc.
  • Contributes to market data and subscriptions management for Equity Research
  • Responsible for collation, co-ordination and organization of Road Ahead conference, stock steering meetings
  • Assists with year-end scorecard preparation, result analysis, goals and training
  • Provides management information including variance analysis, month-end reporting etc.
  • Conducts expense management including travel and entertainment pre-approvals, client interaction spend pre-approval e.g. GLG, non-network individuals etc.
  • Manages and prepares Committee quality reviews
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

  • MBA and/or CFA preferred
  • Existing knowledge of Research or external Investment research division essential
  • History of working within tight deadlines and prioritization
  • Microsoft systems especially Excel and Word
  • Ability to interact and manage at all levels ability to manage large amounts of data ability to use internal Citi systems would be an advantage but is not essential.
  • Accuracy and attention to detail
  • Secure and maintain applicable licenses

Education:

  • Bachelor’s/University degree or equivalent experience

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Job Family Group:

Research

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Job Family:

Research Analysis

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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.