[Remote] Equity Research Supervisory Analyst

Note: The job is a remote job and is open to candidates in USA. BTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. They are seeking a Supervisory Analyst to support equity research report editing and publishing, ensuring that reports are clear, compliant, and effectively presented for institutional clients.

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

Skills

• 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

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