• Competitive
  • Sydney, New South Wales, Australia
  • Permanent, Full time
  • Citi Australia
  • 2018-06-20

Senior Research Associate, Insurance and Diversified Financials

Senior Research Associate, Insurance and Diversified Financials

  • Primary Location: Australia,New South Wales,Sydney
  • Education: Bachelor's Degree
  • Job Function: Research
  • Schedule: Full-time
  • Shift: Day Job
  • Employee Status: Regular
  • Travel Time: Yes, 10 % of the Time
  • Job ID: 18025331


Citi, the leading global financial services company, has approximately 200 million customer accounts and does business in more than 100 countries and jurisdictions. Globally, Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management
Citi is currently seeking a Research Associate for the Insurance & Diversified Financials research team. The successful candidate will work closely with the senior analyst with day to day responsibility for managing data, client interaction and contributing to research reports.
We are looking for a person who is passionate about learning and loves financial markets.  The work environment is dynamic so you need to work collaboratively and independently as required.  The role offers an opportunity to be at the forefront of the debate on the Insurance & Diversified Financials sectors interacting with major investors, key industry participants and Citi's sales & trading desk. 
The ideal candidate will have at least 3 years' work experience in a corporate strategy, finance or accounting role and looking for an opportunity to put those skills into practice.
Key accountabilities include:
  • Supporting the sector analyst conducting examinations of the companies involved.
  • Compiling, analysing and maintaining industry models and databases
  • Developing and maintaining financial models used to forecast company earnings and company valuations.
  • Responding to client requests and liaising with and presenting to clients
  • Attending industry and company conferences
  • Originating and preparing written company and industry notes and reports in a clear and succinct manner
  • Assisting internal sales and trading teams in the timely analysis of breaking news in the sector.


To be successful in this position you must have the following skills and experience:
  • Tertiary qualification in a finance, accounting or actuarial discipline Post-graduate qualifications i.e. CFA, MBA, Masters, Chartered Accounting would be an advantage
  • Minimum 3 years' experience in a Big 4 accounting (recently qualified CA/CPA) or corporate finance role with significant to exposure financial statement analysis
  • Strong financial & analytical skills to critically dissect earning reports and develop detailed financial models to produce rigorously supported valuations.
  • Advanced Excel, Word and PowerPoint
  • Ability to articulate investment insights and research in written products
  •  Solid financial accounting and analytical skills to review annual reports and financial statements
  •  Highly motivated
  • Strong oral and written communication and presentation skills
  • Inquisitive and discerning, able to identify and market commercially viable industry insights.
  • Strong work ethic and willingness to work under time constraints and manage priorities
When you work at Citi, you'll be working for an organization that truly has a global footprint and a powerful network that spans the globe. We celebrate individual ingenuity and leverage the diversity of our people in order to drive high performance. Through dedicated support, training and resources, we promote our talent and future leaders to bring about lasting and positive impact. Citi continues to be an Employer of Choice for Women and supports a flexible work environment.

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Sydney, New South Wales, Australia Sydney New South Wales AU