8 days old

Research Product Associate

Getzville, NY 14068
**About Citi Research**

Citi is a respected global leader in investment research and analysis, with more than 300 analysts who follow more than 3,600 companies in dozens of industry groups and with securities trading in over 50 countries. Our thought leadership is represented in the thousands of research reports we publish annually on subjects ranging from promising new biotechnology discoveries to the dynamics of paper pricing in the global marketplace. Citis research business is one of the largest and most established both regionally and globally. Our clients include the worlds leading institutional investors and high net worth individuals and we provide these clients with value-added, independent, insightful and actionable investment advice.

**Role Outline/Job Summary**

An opportunity exists to join Citi Research Access team as a Research Associate. The successful candidate will work in a global team responsible for managing client information and other activities related to research distribution, corporate access, events etc. for Citis most important clients. Shift timing for the role 8.30 am to 5.30pm.


+ Process and manage client and company requests to onboard and maintain their information in our CRM and dataCentral system to assure that the standard operating procedures are met.

+ Understand and process research access, company setup, corporate action, and entitlement requests received and send them to the intended recipients in a timely and accurate manner. Be able to deal with critical and urgent requests in a swift and efficient manner.

+ Contribute to the team goal of staying in SLA by managing requests across all our key activities. Maintain and enhance service quality levels by thoroughly understanding and following the Research Access rules, policies, and guidelines.

+ Process research access request across our all proprietary distribution channels and other vendor partners based on predefined eligibility criteria.

+ Handle any escalations from the broader team and liaise with clients or various other businesses to provide quick solutions

+ Effectively manage assigned project and perform the review and take necessary action by working in collaboration with the senior team member. Ensure that proper project planning, delivery date tracking, management information, clear communication, feedback mechanisms and expectation management protocols are in place.

+ Perform less structured (scripted), ad-hoc tasks as necessary, summarizing the steps taken and results achieved for Management e.g. searching published research for errors against minimum standards or gathering information on the internet

+ Perform regular testing of business controls, use judgment to categorize results based on materiality and package up the data, methodology and test results in a form accessible to a third party

+ Independently work on the assign requests, projects and drive forward with minimal or no supervision


Masters or Bachelors degree in a business or finance related discipline or equivalent qualification


4 year experience in relevant industry


+ Demonstrated strong analytical, organizational and project management skills with undaunted focus on client service

+ Experience with working on various vendor platforms such as Bloomberg, Thomson Reuters, Factset etc

+ Ability to manage expectations and maintain good working relationships with internal and external clients

+ Good written and verbal communication skills and should be able to communicate at different levels with ease

+ Should be good in multi-tasking, and independently manage workflow and be able to prioritize tasks according to their urgency

+ Project management skills desired, and be able to handle and drive forward projects with minimal or no supervision

+ Should be self-motivated, highly-focused and detail-oriented. Should be a good team player and demonstrate high level of energy and a desire to learn and progress within the team and company

+ Should preferably have experience of interacting with senior management stakeholders


**Job Family Group:**



**Job Family:**

Research Product


**Time Type:**

Full time


Citi is an equal opportunity and affirmative action employer.

Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Citigroup Inc. and its subsidiaries ("Citi) invite all qualified interested applicants to apply for career opportunities. 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 (https://www.citigroup.com/citi/accessibility/application-accessibility.htm)** .

View the "EEO is the Law (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf) " poster. View the EEO is the Law Supplement (https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/OFCCP\_EEO\_Supplement\_Final\_JRF\_QA\_508c.pdf) .

View the EEO Policy Statement (http://citi.com/citi/diversity/assets/pdf/eeo\_aa\_policy.pdf) .

View the Pay Transparency Posting (https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)


Effective November 1, 2021, Citi requires that all successful applicants for positions located in the United States or Puerto Rico be fully vaccinated against COVID-19 as a condition of employment and provide proof of such vaccination prior to commencement of employment.
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.


Posted: 2022-05-13 Expires: 2022-06-12

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Research Product Associate

Getzville, NY 14068

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