Citi Research Resume Sample

4.9
11 votes
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Wilfrid Connelly
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Work Experience


Citi Research Analyst Technology VP
05/2018 - PRESENT
Boston, MA
  • Think creatively and develop a strategy to lead Citi’s conference platform while maximizing value
  • Experience within Corporate Access or related field
  • Equity research/accounting experience
  • Possess clear analytical skills and the ability to work flexibly in a team environment
  • Maintain Citi Research’s RIXML tagging schema, ensuring that the quality of its tagging metadata is industry-leading
  • Curate and categorize Citi Research’s digital assets, including publications, video, imagery, and other media, and enable accurate searches of these assets by content creators and consumers
  • Work with the Management Information Group to monitor and analyze the effectiveness of Citi Research’s metadata in optimizing distribution
  • Vet and approve Business Requirements Documentation from the Technology department for changes in the research department’s products, processes, and systems
Citi Research
02/2016 - 02/2018
Dallas, TX
  • Interact with regional and global stakeholders to explain the new Data Science Consulting service and showcase examples of the project work being conducted
  • Represent the firm at industry conferences and external events, so that we establish a leading brand in the provision of Big Data Consulting services within the Investment Management industry
  • Be the local contact for all Citi Benchmark Index enquiries for APAC stakeholders
  • Work with the existing India team to calculate and reconcile Citi’s benchmark index strategies cross asset class
  • Work with the existing APAC and London teams to develop and improve Benchmark Index processes
  • Work with the existing APAC and London teams to migrate all asset classes on to a multi asset technology platform
  • Experience with Benchmark Index Calculation (Cross Asset) highly advantageous
Citi Research Summer Internship Program
08/2012 - 11/2015
Houston, TX
  • Prepare documentation and publication mockups as part of strategic initiatives to improve Citi Research’s research product and the production process
  • Working closely with Citi’s global team of economists and support staff to achieve the publication and presentation of research in a variety of printed and electronic formats
  • Relevant research experience
  • In investment banking or buy or sell side research is required
  • Meet with Investor Clients to discuss their plans and requests for bespoke Data Science projects
  • Introduce the range of Non-Markets Alternative Data Assets and Services on offer to Investor Clients and provide support to trial and test data sets for ongoing consumption
  • Shape project engagements for prioritization by regional Sales & Relationship Management leads
  • Execute projects, from shaping and pricing, through design and execution, and then final delivery
  • Interact with the internal Research Innovation Lab to leverage core capabilities required to execute the projects

Education


Purdue University North Central
2007 - 2012
Bachelor's Degree in Business

Professional Skills


  • Excellent client relationship skills and a proven ability to form strong business relationships
  • Excellent verbal and writing skills with an emphasis on training and marketing documentation
  • Excellent Word, Excel, and PowerPoint skills
  • Japanese language skills would be helpful
  • In buy or sell side research, investment banking, public accounting, consulting or other relevant experiences is required
  • Experience in delivering classroom, 1:1 and virtual training
  • Experience using Captivate, InDesign, Photoshop, Premiere, SharePoint, or similar applications to develop training content

How to write Citi Research Resume

Citi Research role is responsible for research, training, digital, ideal, finance, credit, securities, database, marketing, trading.
To write great resume for citi research job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Citi Research Resume

The section contact information is important in your citi research resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Citi Research Resume

The section work experience is an essential part of your citi research resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous citi research responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular citi research position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions.

Representative Citi Research resume experience can include:

  • Experienced with Data Science techniques and toolsets, including core technologies such as Hadoop, Apache/Spark, MongoDB and others
  • Multi-task and re-prioritize tasks
  • Relevant data science/analytics experience
  • Accuracy with a strong attention to detai
  • Evidence of an ability to work under pressure, within tight time-lines and strict attention to detail
  • Providing forecasts for key macroeconomic variables for Korea

Education on a Citi Research Resume

Make sure to make education a priority on your citi research resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your citi research experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school

These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Citi Research Resume

When listing skills on your citi research resume, remember always to be honest about your level of ability. Include the Skills section after experience.

Present the most important skills in your resume, there's a list of typical citi research skills:

  • Influence people at all levels in the organization and deal effectively with demanding internal clients across multiple cultures and geographies
  • Proven independent research ability together with considerable scientific computing experience (possibly gained through academia)
  • Understanding of the Consultant role and experience shaping and executing projects for an external client
  • Experience curating and analyzing surveys
  • Strong understanding of the Research and Equity sales business
  • Experience of working in a global team setup is essential

List of Typical Experience For a Citi Research Resume

1

Experience For Hkg-citi Research Resume

  • Familiarity with economic and market data sources such as CEIC, Haver, Bloomberg, etc
  • Learn and quickly become familiar with new applications
  • A positive attitude combined with an ability to take the initiative
  • Institutional Investor Clients
  • Unlisted, private companies

List of Typical Skills For a Citi Research Resume

1

Skills For Hkg-citi Research Resume

  • Experience within a financial services business environment
  • Experience either of strategy / portfolio management or corporate credit analysis
  • Experience either of strategy / portfolio management or of corporate credit analysis
  • Demonstrated ability to execute and deliver high quality projects
  • Experience in investment management Research process, either fundamental or quantitative
  • Processing contributor contracts, submitting invoices and following up on payments
  • Partnering with Citi’s Social Media to create messages that drive readership, and analyzing the impact of this distribution
2

Skills For Citi Research Operations Resume

  • Maintaining distribution lists and fulfilling requests for GPS reports
  • Monitoring the Citi GPS email inbox
  • Contributing to broader pan Asia/Global economics research reports
  • Communicating Citi economics’ views to both internal and external clients
  • Making calls on policies that impact markets, such as monetary, fiscal or regulatory policies
  • Responding to client requests on Korea macro related requests
  • Organizing meetings with policymakers and experts on behalf of clients
  • Contributing to Asia and Global publications
3

Skills For Hkg-citi Research Analyst China Consumer Resume

  • Participate in the Ad Hoc training programs, delivering Just In Time material as needs arise
  • Knowledge of statistical packages such as R, other programming languages such as VBA, and database querying such as SQL
  • Knowledge of statistical forecasting and modelling tools such as EViews
  • Comfortable speaking in a variety of situations including 1x1 and in conference rooms
  • Design, develop, and deliver applications training
  • Build and maintain financial models in excel, update databases using software like Bloomberg
4

Skills For Citi Research Analyst Technology VP Resume

  • Assist in the creation of equity research reports and marketing presentations
  • An exciting opportunity exists to join Citi Research’s Operations team as a Digital Platform Presenter
  • An exciting opportunity exists to join Citi Research’s Content Management team as an Ontologist
  • Individual has responsibility for independently (or as a senior member of a team) working on research
  • Securities licensing required
  • Institutional Sales & Trading
  • Investment Banking and ECM on an ‘as-needed’ basis
  • Work closely with Citi’s global team of economists and support staff to achieve the publication and presentation of research in a variety of printed and electronic formats
5

Skills For Citi Research Summer Internship Program Resume

  • Assign to a sector analyst in HK
  • Help organize and manage client events (if any)
  • Prepare bespoke client requests
  • Individuals have fully developed knowledge of the business (e.g., firm's products and services), marketplace, and clients
  • MD or PhD degrees from top schools
  • Flexibility and ability to work well within a team
  • Possess a positive attitude combined with an ability to take the initiative
6

Skills For Citi Research Hkg-associate China Industrials Resume

  • Research Colleagues (domestic and offshore)
  • Work with our fundamental Analysts and Associates in Health Care to help curate and execute data-oriented projects, such as (but not limited to) surveys and web-scraping opportunities
  • Originate ideas for data projects by coordinating with the Health Care team
  • Coordinate with Citi’s innovation lab on more complex big-data projects
  • Contribute commentary on data/analytics to Analyst research reports as required, and publish independently on special projects occasionally
  • Communicate directly with institutional clients as needed
  • Assist clients with bespoke projects
  • Serve as the “data champion” for the Health Care team, representing the data needs of the Health Care Analysts in discussions with Research Management/Operations
7

Skills For Citi Research Senior Associate Resume

  • Help manage the inventory of existing and future data sets for the Health Care team
  • Join the Analysts in branding Citi as a premier provider of data/analytics in Health Care among the bulge bracket firms
  • Provide project governance and periodic evaluation of how major initiatives are delivering against both tactical objectives and the long-term strategic vision for the business
  • Increase transparency around project scope, business rationale and resourcing once initiatives are approved
  • Establish processes to identify critical dependencies, conflicts and risks amongst projects and with other programs of work across the department
8

Skills For Citi Research Emerging Markets Sovereign Strategist Resume

  • Develop and implement best-practices that seek efficiency in program execution
  • Oversee project plans and help ensure they meet business needs. Provide integrated views of program timeline, dependencies, issues, risks and financial controls
  • Manage the tracking of project deadlines and deliverables to ensure open items are completed in a timely fashion and projects stay on track
  • Produce and maintain status reports covering all strategic initiatives, for use at governance meetings between the business and technology organizations
  • Create and deliver executive level reporting for the Research management team, sharing initiative knowledge and information covering project activities, milestones and delivery dates
  • Assisting in the logistics surrounding the publication of Citi GPS publications. For example coordinating author contributions from across multiple locations across the world
9

Skills For Citi Research Emerging Markets Corporate Strategist Resume

  • Coordinate creation and delivery of graphics for Citi GPS reports with Citi Graphics team in London
  • Graphics creation (infographics and excel-based)
  • Maintains contact with printer and coordinates hard copy distribution
  • Maintenance of the Citi GPS website
  • At least seven years of relevant work experience in economics or financial market research. Priority would be given to candidates with prior experience in covering Korea economies
  • Lead and manage the New Hire On boarding program. Update content and maintain attendance records
  • Maintain relationships and contact with regional Analyst teams
10

Skills For Citi Research Senior China Economist Resume

  • Listed corporates within coverage universe
  • Industry and government/political bodies
  • Exceptional intellectual grasp of the industry, able to anticipate and lead the team to respond to challenges
  • Distill research into an investable thesis and write report / note
  • Experience using Alternative Data such as unstructured data sourced from foot-traffic (cell-phone signals), satellite images, transaction data (credit cards, point-of-sale systems), aggregated financial flows (institutional), geo-spatial data sets, and others

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