Senior Business Associate - Americas Research Business Execution Team
Getzville, New York, United States · Hybrid
$101k–$151k/yr
Senior$3.5B raised
Citi is seeking a Vice President, Senior Business Associate to join the Americas Research Business Execution team. Reporting to the Head of Research Business Execution, you will support Equity and Global Macro Strategy R…
Skills: Business Management, Advanced Microsoft Excel, Data Modeling, Python, Financial Reporting
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$61k–$85k/yr
Entry level$3.5B raised
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Senior Business Associate - Americas Research Business Execution Team
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$101k–$151k/yr
Full-time
bachelor degree, postgraduate degree
Medical Coverage, Dental Coverage, Vision Coverage, 401(k), Life Insurance, Accident Insurance
Posted 1d ago
Apply by Aug 2
~40 hrs/week
Responsibilities
The role involves managing core business reporting, automating data models, and overseeing budgeting and expense tracking for Equity and Global Macro Strategy Research. Additionally, the position leads cross-functional business initiatives and coordinates executive-level presentation materials for senior leadership.
Requirements
Candidates need 6-10 years of experience, including 3-4 years in business management within a large organization and advanced Excel skills. A bachelor's degree in a numerical or analytical field is required, with Python skills and a postgraduate degree being preferred.
Full job description
Citi is seeking a Vice President, Senior Business Associate to join the Americas Research Business Execution team. Reporting to the Head of Research Business Execution, you will support Equity and Global Macro Strategy Research. In this role, you will work directly with senior leadership to deliver business management goals, lead analytical and reporting initiatives, and identify opportunities that strengthen the performance of the Americas Research franchise. This is a high-visibility position where your analytical output and business partnering skills will directly shape how the research business operates and grows.
Responsibilities
Own the end-to-end delivery of core business reporting functions, including delivery of Analyst Scorecards, Client Interaction reporting, and the monthly Analyst Panel League process, ensuring accuracy and timely output for senior stakeholders.
Streamline and automate Excel-based models that source data from proprietary databases, reducing manual effort and improving reporting efficiency across the team.
Coordinate and compile presentation materials for the Americas Management team, including Marketing and Initiatives Update decks, translating complex data into clear, executive-ready content.
Monitor and report on key business metrics monthly, providing management with the visibility needed to make informed operational decisions.
Lead the negotiation of market data contract renewals and identify operational synergies to optimize resources and drive cost-savings and budget efficiencies across the research business.
Oversee monthly expense tracking and support the annual budgeting process, ensuring financial deliverables are completed accurately and on schedule.
Partner with senior management to lead cross-functional business initiatives from identification through to delivery, driving measurable improvements to business strategy.
Develop communications and content that support internal business messaging, stakeholder engagement, and leadership decision-making.
Required Qualifications & Skills
6-10 years of experience with a minimum 3–4 years of business management experience within a large organization, with a clear ability to operate independently across multiple concurrent priorities.
Advanced Microsoft Excel skills, including the ability to build, maintain, and automate data models sourcing from multiple systems.
Python and general coding skills are a strong plus.
Demonstrated ability to lead and deliver business initiatives from inception to completion, including self-identified improvements and cross-functional projects.
Strong verbal and written communication skills, with the ability to engage effectively at all levels of an organization and produce polished presentation materials.
Excellent attention to detail and a results-oriented approach, with the ability to manage conflicting priorities in a time-sensitive environment.
Working knowledge of financial services and demonstrated familiarity with navigating the internal systems and administrative processes of a large financial institution.
Bachelor's degree or equivalent professional experience, with a strong numerical or analytical academic background.
Beneficial Skills & Qualifications
Experience in a communications or marketing function, particularly in the context of business management or financial services.
Familiarity with research or markets business environments, including exposure to equity research or macro strategy products.
Master's degree or postgraduate qualification in a relevant discipline.
Experience developing business metrics frameworks or communications standards that have been adopted across a team or function.
What We Offer
At Citi, you will be part of a high-performing team that operates at the center of one of the world's leading financial institutions. This role offers genuine ownership, a clear pathway for career progression within Research and the broader Markets business, and the opportunity to develop leadership and business management capabilities in a fast-paced, results-driven environment.
A hybrid working model with 3 days in the office and 2 days working remotely, providing flexibility alongside meaningful in-person collaboration.
Direct exposure to senior leadership within Americas Research, with the visibility and access to accelerate your career development.
Clear opportunities for progression within the Research and Markets business, supported by hands-on experience leading high-impact initiatives.
The chance to build advanced analytical and leadership skills by working across cross-functional teams in a complex, global business environment.
Access to Citi's broader learning and professional development resources, enabling continuous growth aligned to your career goals.
Competitive financial wellbeing and benefits package, including comprehensive support programs tailored to your location.
Apply now to bring your business management expertise to one of the most dynamic research teams in global financial services and make a measurable impact from day one.
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.
We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's 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.
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.
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