Job Description

Citi Research & Global Insights delivers industry-leading investment analysis to Citi's global institutional investor and wealth management client base. Our team includes some 350 publishing analysts globally, with fundamental coverage of ~3,500 equi

Citi Research & Global Insights delivers industry-leading investment analysis to Citi's global institutional investor and wealth management client base. Our team includes some 350 publishing analysts globally, with fundamental coverage of 3,500 equity securities, as well as areas such as quantitative analysis, economics, fixed-income/rates/credit, FX, commodities, and data analytics. We also deliver access services such as conferences & events, corporate access & visits, and direct insights from market, policy, and industry experts. Citi Research is seeking a Supervisory Analyst (SA) / Editor to join our Global Research Publications Team based in our India office. This hire will be based in our Mumbai hub in Nirlon Knowledge Park, Goregaon (East). The SA/editor is a seasoned professional role combining responsibilities in editorial, risk management, and operational processes to support and review our global research product (which is mostly written notes & reports, but also includes audio/video and data products). The role requires good editorial skills and financial/investment understanding in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Key Responsibilities: Review investment research product to ensure compliance with US FINRA regulations, including reasonable basis, sourcing, and language requirements. Review investment research product to ensure compliance with Citi's internal research content guidelines, as detailed in our extensive research guidebooks and policies. Edit investment research for quality, clarity, commerciality, style, and grammar. Review investment research language/tone and content for franchise risk, with consideration of the firm's reputation and business exposures, and in light of political and client sensitivities. Be capable of editing to mitigate such risks (while maintaining our independent views), and determining when escalation is necessary. Handle the checking of investment research product for 1) issuer mentions for cross-checking against our Watch List 2) the inclusion of appropriate disclaimers & disclosures 3) data consistency and 4) distribution tagging and other product & template elements. Act as an editorial project manager, providing end-to-end traffic management of work-in-progress, liaising as needed with analyst teams, other Publications staff, product managers, control & compliance teams, data and technical support teams, training team, and other relevant partners, to resolve problems and ensure product ultimately publishes to our global client base. Broadly as a Citi staffer, assess risk appropriately when business decisions are made, work in compliance with applicable laws, rules and regulations, adhering to policies, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: Holding a FINRA Series-16 license and being an experienced SA is a major advantage. We would consider non-SA candidates without Series-16 - who otherwise have the relevant strong skill sets - and would sponsor them to sit the exam, including providing study materials. Quick study prep time and then successfully passing this challenging exam is a requirement for the role. Candidate must have at least five years of experience creating, supporting, or editing investment/financial analytic content. Candidate should be a fluent English writer with strong evidence of editorial ability. Typical backgrounds would include: existing licensed SAs, finance/investment/business research editors, finance/investment/business media journalists & editors, equity research analysts/associates, or financial legal/compliance/operations staff with relevant editorial experience. We expect candidates to have broad familiarity with financial markets, financial terminology, and business news (globally, not just Asia). Ability to prioritize and to juggle multiple tasks simultaneously amid tight deadlines. Meticulous and detail oriented. Key aspects of the role involve being able to remember and apply many guidelines and procedures on a consistent and reliable basis. Strong problem-solving skills with the ability to exercise sound and balanced judgment. Team members should have comfort working with sometimes complex publishing software platforms, and ability to coordinate with partner teams when trouble-shooting. Team player with good interpersonal skills, and the patience and diplomacy to work with demanding internal customers and effectively find win-win solutions. Education: Bachelor's degree. Job Family Group: Research 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 . View the '' poster. View the . View the . View the