Job Purpose:

BTIG is searching for an Associate Director of Equity Research to help support the team’s growing platform. The candidate will report to the Head of Equity Research while helping develop and implement department best practices for the research franchise. Partnering with the department head in crafting and executing the go-forward strategy of the team is a key aspect of the role as the firm continues to grow and evolve. The successful candidate will be a well-rounded individual, encompassing strengths and experience across writing, communication, data analysis, management, and organization. BTIG’s Research and Strategy Team has over 25 publishing analysts who offer in-depth, fundamental equity research for institutional investors across the consumer, energy and infrastructure, financials, healthcare, industrials, real estate, and technology sectors. The coverage spans over 400 equity issuers primarily listed on US exchanges.

Duties & Responsibilities:

• Administer department procedures around publishing processes
• Participate in the research review committee as a voting member to ensure product quality for material change reports
• Facilitate the morning research call and other analyst teach-ins
• Partner with the Director of Research on coverage roadmaps and other department strategies
• Increase awareness of the team’s research product and analysts
• Liaise directly with research analysts over content issues, messaging, and other product considerations
• Function as a proficient user of the publishing system to monitor the research publication queue and ensure timeliness by analysts and editors while also identifying any potential risks
• Coordinate with compliance control room and supervisory analysts to maintain regulatory and in-house standards for research publishing and interactions.
• Monitor and coordinate internal analytics for presentations and performance tracking
• Assist with research associate development and reinforcing best practices
• Assess data vendors for technical capabilities and monitor budget spend

Requirements & Qualifications:

• 7+ years of experience in equity research
• Series SIE, 63, 86, 87, 24 required
• Experience in managing research publication flows and identifying risks by making sound decisions
• Ability to lead and manage projects and workstreams autonomously with little guidance
• Highly organized approach to work with a meticulous attention to detail, especially during busy periods and tight deadlines
• Strong written communication skills to convey messages, suggestions, and concerns clearly and effectively to team members
• Strong presentation skills and ability to coach, mentor, and pitch ideas
• Conservative mindset when reviewing materials from a compliance, regulatory, and reputational perspective
• Strong quantitative and data analytical skills in addition to proficiency in Excel and other platforms

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 $175 - $200k 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

About BTIG:

BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. With an extensive global footprint and more than 600 employees, BTIG, LLC and its affiliates operate out of 18 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities, equity derivatives, ETFs and fixed income, currency and commodities (futures, commodities, foreign exchange, interest rates, credit, and convertible and preferred securities). The firm’s core capabilities include global execution, portfolio, electronic and outsource trading, transition management, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. https://www.btig.com/Disclosures.aspx
 
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity.
 
Disclaimer: https://www.btig.com/disclaimer.aspx