Senior Analyst - Thematic Equity Research

Senior Analyst at Citrini Research 

Location: New York, NY (On-site, Full-time)

About the Company: 

Citrini Research publishes the #1 best-selling Substack in the finance category. The company was founded in 2023 and currently has a team of 5–10.

The power brokers of finance are changing. If you’re interested in joining a disruptive company at the forefront of that evolution, Citrini offers a rare opportunity within a fast-paced, entrepreneurial environment. As a Senior Analyst, you'll develop original ideas and craft compelling narratives that help shape market understanding. Through Citrini’s large and influential readership, your insights will have broad reach and a meaningful impact. Join us to uncover the megatrends of tomorrow and redefine how markets think about thematic investing.

Role: 

• Generalist thematic equity research analyst
• Individual contributor for idea generation, research & analysis, writing, and publishing 

Responsibilities:

• Generate original ideas and uncover underappreciated thematic beneficiaries through rigorous analysis and primary research, spanning sectors and geographies
• Create high-conviction theme-based model portfolios; monitor and suggest changes as themes evolve
• Write clear, concise, narrative prose in logically structured research reports and thesis papers; arrive at actionable conclusions 
• Interact with and present to subscribers through chat, email, webinars, and meetings  
• Design clear and compelling data visualizations to inform your audience and support your conclusions; simplify complex topics
• Work proactively under minimal supervision in an entrepreneurial, fast-paced, and dynamic environment

Qualifications & Skills:

• Track record of high-quality thematic ideas/equity baskets; portfolio construction expertise
• Exceptional command of the English language and prose; professional history of publishing research reports to clients
• Strong work ethic, self-motivated, and reliable - ability to see projects through to completion and deliver assignments within deadlines
• Intellectually curious, conscientious; fast learner with a broad knowledge of tickers
• Trustworthy team player, with intellectual honesty and high integrity
• Proficiency with Bloomberg, Excel, AlphaSense, and other applicable equity research tools

Preferred:

• 5 years of relevant equity research experience 
• Sell-side background 
• CFA designation 

Compensation Range & Benefits:

• Total comp range of $250k–300k (base salary to be determined by experience, education, and skills; bonus to be determined by performance)
• Healthcare & 401(k) plan

Anyone interested should submit a brief cover letter, resume, and writing sample of previous work to app@citrini.com.