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Research Software Associate

July 22, 2026

<h1>Research Senior Associate, Software, Assistant Vice President</h1>Location: Getzville New York United StatesRemote Type: HybridTime Type: Full time<h3>Job Description</h3>Citis Equity Research team is looking for a Senior Associate to support the lead analyst covering the Software sector, contributing to the delivery of high-quality, independent investment insights to institutional clients globally. In this role, you will play a meaningful part in shaping research publications, financial models, and client engagement for one of the most dynamic sectors in todays market. This is an opportunity to work at the intersection of deep sector analysis, AI-driven research methods, and direct client impact within a globally connected team.<h2>Responsibilities</h2><ul><li>Build, maintain, and update detailed financial models for Software sector companies, including relative value analysis, earnings forecasts, and scenario modelling to support investment recommendations.</li><li>Draft and co-author equity research publications including earnings previews and recaps, initiation reports, and thematic deep-dive notes for distribution to institutional clients.</li><li>Respond to inquiries from internal and external clients, delivering timely and well-informed perspectives on Software sector developments and covered companies.</li><li>Coordinate and support investor events including management meetings, company field trips, and industry consultant calls, ensuring seamless execution and strong client experience.</li><li>Apply AI tools and emerging technologies to enhance research workflows, streamline data analysis, and improve the quality and efficiency of published outputs.</li><li>Mentor and support junior team members, contributing to a high-performing research environment through knowledge sharing and day-to-day guidance.</li><li>Evaluate business and investment decisions with sound judgement, maintaining the integrity of research outputs and adhering to regulatory and ethical standards at all times.</li></ul><h2>Required Qualifications & Skills</h2><ul><li>5 to 8 years of experience in sell-side equity research or a closely related investment research function.</li><li>Demonstrated ability to build and maintain complex financial models with a strong command of accounting principles and valuation frameworks.</li><li>Experience supporting senior research analysts, including preparation of research materials and client-facing communications.</li><li>Excellent written and verbal communication skills, with the ability to translate complex financial analysis into clear, compelling research narratives.</li><li>Active holding of, or eligibility to obtain, SIE, Series 63, Series 86, and Series 87 licenses.</li><li>Bachelors degree or equivalent experience in finance, economics, or a related field.</li><li>High attention to detail and the ability to manage multiple priorities accurately under time-sensitive conditions.</li></ul><h2>Beneficial Skills & Qualifications</h2><ul><li>MBA, graduate degree, or CFA designation, demonstrating advanced financial and analytical expertise.</li><li>Familiarity with the Software sector, including knowledge of SaaS business models, cloud infrastructure dynamics, or enterprise software trends.</li><li>Hands-on experience applying AI tools or data analytics platforms to investment research or financial analysis workflows.</li></ul><h2>What We Offer</h2>Joining Citis Equity Research team means working alongside experienced analysts on a global platform, with the tools, access, and support to develop your expertise and deliver meaningful impact for clients. We offer a working environment built on performance, collaboration, and continued professional growth.<ul><li>A hybrid working model offering 3 days in the office and 2 days working remotely, providing flexibility without compromising team collaboration.</li><li>Direct exposure to senior research leadership and institutional clients, accelerating your professional development within sell-side equity research.</li><li>Access to Citis global research platform, providing scale, resources, and cross-sector connectivity that few firms can offer.</li><li>Ongoing learning and development opportunities, including support for professional qualifications and emerging research methodologies including AI.</li><li>Competitive compensation and a comprehensive benefits package reflective of a senior individual contributor role at a leading global financial institution.</li></ul>Apply today to bring your equity research expertise to Citis Software coverage team and help shape the investment insights that matter to clients around the world.------------------------------------------------------<h2>Job Family Group: </h2>Research------------------------------------------------------<h2>Job Family:</h2>Research Analysis------------------------------------------------------<h2>Time Type:</h2>Full time------------------------------------------------------<h2>Primary Location:</h2>Getzville New York United States------------------------------------------------------<h2>Primary Location Full Time Salary Range:</h2>$85,000.00 - $105,000.00 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.------------------------------------------------------<h2>Most Relevant Skills </h2>Please see the requirements listed above.------------------------------------------------------<h2>Other Relevant Skills </h2>For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------<h2>Anticipated Posting Close Date:</h2>Jul 22, 2026------------------------------------------------------<h2>Automated Processing and AI</h2> We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidates skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi. Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details. <a>Illinois residents – AI Notice and Right</a>------------------------------------------------------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 <a>Accessibility at Citi</a>. View Citi’s <a>EEO Policy Statement</a> and the <a>Know Your Rights</a> poster.

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...