Equity Research Senior Associate, Software

BTIG

$100K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2-4 years in investment banking or equity research preferred
  • Strong work ethic and resourcefulness
  • Ability to create and manage financial models and forecasts
  • Demonstrated interest in the Software sector
  • Excellent written and verbal communication skills
  • Ability to work under tight deadlines
  • Attention to detail
  • Series SIE, 63, 86 & 87 licenses preferred, but not mandatory at hire

Responsibilities

  • Prepare financial models for analysis and client recommendations
  • Inform senior analysts of daily news
  • Conduct primary research including surveys and interviews
  • Assist in writing comprehensive research reports
  • Maintain relationships with management, industry contacts, and investors

Benefits

  • Competitive compensation package
  • Additional forms of compensation such as discretionary bonus
  • Comprehensive health benefit options
  • Opportunities for professional development and growth
Full Job Description
Job Purpose:

BTIG seeks an Associate to support the Equity Research team in the Software space. This individual will be responsible for assisting Senior Analysts in covering Software focused companies. The main concentration of this role will be conducting primary research, including financial analysis, due diligence on industry trends, company management and strategies. The ideal candidate will be a self-starter, highly motivated and hard-working individual.

Duties & Responsibilities:
  • Prepare financial models for use in analysis, company updates and recommendations for clients
  • Keep senior analysts abreast of daily news flow
  • Conduct industry and company specific research through surveys, polling with physicians, speaking with Key Opinion Leaders, and other primary data collection methods for use in research reports
  • Assist in writing comprehensive reports on research ideas; investment themes, data analysis; industry/company breaking news; and initiations of coverage
  • As associates develop, they will maintain relationships with company management teams; industry contacts; internal sales and trading personnel; and institutional investors

Requirements & Qualifications:
  • 2-4 years of experience in investment banking or equity research preferred
  • Strong work ethic, resourcefulness, and the ability to think critically and creatively
  • Ability to create and maintain financial models and forecasts
  • Demonstrated interest in the Software sector
  • Excellent written and verbal communication skills
  • Ability to thrive in a fast-paced, deadline-driven environment
  • Solid work ethic and superior attention to detail
  • Series SIE, 63, 86 & 87 licensing preferred, but not required upon hiring

Compensation:
  • BTIG offers a competitive compensation and benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs.
  • The current estimated base salary range for this role is $100,000 - $130,000 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus.

Important Notes:
  • Must be authorized to work full time in the U.S., BTIG does not offer sponsorship for work visas of any type
  • No phone calls please, the applicant will be contacted within two weeks if successful

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