Equity Research Supervisory Analyst at BTIG in New York, New York, United States

Job 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 the consumer, energy and infrastructure, financials, healthcare, real estate, and technology sectors. The coverage spans over 500 equity issuers primarily listed on US exchanges.

Responsibilities

• Ensure content of research reports is clear, fair, and not misleading
• Confirm the investment thesis and valuation of an equity security are clearly presented, justifiable, and form a reasonable basis for any rating. Research reports should be balanced in their language and presentation with risks to the investment properly conveyed.
• Validate that financial figures and estimates are applicable to the report and are properly updated in certain areas of the template.
• Screen for compliance ‘watchlist’ companies that could be mentioned throughout each report, and route name matches or other concerns through to the compliance control room.
• Cross-check compliance lists to ensure proper company and other disclosures are present in reports to adhere to regulatory requirements
• Determine that information presented is publicly available and appropriately attributed, particularly when commenting on actual or possible corporate activity that could involve conflicts of interest.
• Conduct editorial work to ensure the presentation of the content is fitted for institutional clients and reads well in English
• Function as a proficient user of BTIG’s research publishing system (BlueMatrix) to confirm research reports are properly scheduled and distributed to subscribers
• Liaise with research analysts over issues such as wording of content and regulatory concerns, numerical inconsistencies, as well as the logic and clarity of their arguments
• Approve model disclosures, PowerPoint presentations, email blasts, and other one-off communications to ensure they adhere to BTIG compliance and style standards

Requirements

• Bachelor’s Degree required
• 5+ years of experience as a Supervisory Analyst
• Active Series 16 License Required
• Ability to prioritize and juggle several projects while working under tight deadline pressure
• Highly organized approach to work with a meticulous attention to detail, especially during busy periods
• Strong written communication skills to convey messages, suggestions, and concerns clearly and effectively to team members
• Prior exposure to financial statement analysis, strong quantitative skills, and excellent grammatical skills
• Conservative mindset when reviewing materials from a compliance, regulatory, and reputational perspective
• Experience with the BlueMatrix publishing platform preferred

Skills

Required

• Strong quantitative skills
• Excellent grammatical skills