Role Description
BTIG seeks a Supervisory Analyst to help support the team’s equity research report editing and publishing. BTIG’s Research and Strategy Team has over 30 publishing analysts that offer in-depth, fundamental equity research for institutional investors across various sectors.
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Ensure content of research reports is clear, fair, and not misleading.
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Confirm the investment thesis and valuation of an equity security are clearly presented, justifiable, and form a reasonable basis for any rating.
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Validate that financial figures and estimates are applicable to the report and are properly updated in certain areas of the template.
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Screen for compliance ‘watchlist’ companies that could be mentioned throughout each report.
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Cross-check compliance lists to ensure proper company and other disclosures are present in reports.
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Determine that information presented is publicly available and appropriately attributed.
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Conduct editorial work to ensure the presentation of the content is fitted for institutional clients.
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Function as a proficient user of BTIG’s research publishing system (BlueMatrix).
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Liaise with research analysts over issues such as wording of content and regulatory concerns.
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Approve model disclosures, PowerPoint presentations, email blasts, and other one-off communications.
Qualifications
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Bachelor’s Degree required.
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5+ years of experience as a Supervisory Analyst.
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Active Series 16 License Required.
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Ability to prioritize and juggle several projects while working under tight deadline pressure.
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Highly organized approach to work with meticulous attention to detail.
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Strong written communication skills to convey messages clearly and effectively.
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Prior exposure to financial statement analysis and strong quantitative skills.
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Conservative mindset when reviewing materials from a compliance perspective.
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Experience with the BlueMatrix publishing platform preferred.
Requirements
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Must be authorized to work full time in the U.S.; BTIG does not offer sponsorship for work visas.
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No phone calls please; the applicant will be contacted within two weeks if successful.
Company Description
BTIG is a global financial services firm specializing in institutional trading, investment banking, research, and related brokerage services.
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Extensive global footprint with more than 725 employees.
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Operates out of 20 cities throughout the U.S., Europe, Asia, and Australia.
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Offers execution, expertise, and insights for various financial instruments.
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Core capabilities include global execution, investment banking, prime brokerage, and research.