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Equity Research Supervisory Analyst

BTIG
CompanyBTIG
CategoryFinance
LocationNew York
RemoteOn-site (inferred)
EmploymentNot stated
LevelSenior
SalaryNot stated by the employer
Posted1 Sept 2023
Last verified7 Aug 2026
SourceEmployer ATS (greenhouse)
Applications are handled by the employer, not by us.Apply on the employer's site →
Description
Job Purpose: BTIG is searching for 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. Working Location and Hours: This position is fully remote without any required office location The successful candidate would function as an independent contractor to BTIG LLC. The Supervisory Analyst would need to be available for the hourly range negotiated at the time of hiring.   Flexibility for availability would be required during high volume reporting periods during the year. Duties & 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 & Qualifications: 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 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 725 employees, BTIG, LLC and its affiliates operate out of 20 cities throughout the U.S., and in Europe, Asia and Australia. BTIG offers execution, expertise and insights for equities,