Equity Research Associate, Mortgage and Specialty Finance at BTIG

New York, New York, United States

BTIG Logo
Not SpecifiedCompensation
Junior (1 to 2 years), Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Mortgage Finance, Specialty FinanceIndustries

Requirements

  • 1-4 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 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
  • Authorized to work full time in the U.S. (no sponsorship for work visas)

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, maintain relationships with company management teams; industry contacts; internal sales and trading personnel; and institutional investors

Skills

Key technologies and capabilities for this role

Financial ModelingEquity ResearchFinancial AnalysisDue DiligencePrimary ResearchSurveysPollingKey Opinion LeadersReport WritingForecasting

Questions & Answers

Common questions about this position

What is the salary range for the Equity Research Associate position?

The estimated base salary range is $90,000 - $150,000 per year, with eligibility for additional compensation such as discretionary bonuses.

Is this role remote or based in an office?

The role is based in the New York office.

What skills and experience are required for this position?

Candidates need 1-4 years of experience in investment banking or equity research preferred, ability to create and maintain financial models and forecasts, excellent written and verbal communication skills, and a strong work ethic with attention to detail.

What is the work environment like at BTIG for this role?

The role involves thriving in a fast-paced, deadline-driven environment as part of the Equity Research team.

What makes a strong candidate for this Equity Research Associate role?

Ideal candidates are self-starters who are highly motivated, hard-working, with a demonstrated interest in the Mortgage and Specialty Finance sector, critical and creative thinking, and Series SIE, 63, 86 & 87 licensing preferred.

BTIG

Institutional sales, trading, and investment banking services

About BTIG

BTIG provides institutional sales and trading services, offering equity sales and trading, electronic trading, outsource trading, and corporate access. The firm's core capabilities include investment banking, global sales, electronic and outsource trading, prime brokerage, and research and strategy.

San Francisco, CaliforniaHeadquarters
2002Year Founded
VENTURE_UNKNOWNCompany Stage
Fintech, Financial ServicesIndustries
501-1,000Employees

Benefits

Hybrid Work Options
Flexible Work Hours

Risks

Intensifying competition from fintech companies could impact BTIG's market share and profitability.
Regulatory scrutiny may increase compliance costs for BTIG, affecting its financial performance.
Geopolitical tensions could disrupt BTIG's international operations and client relationships.

Differentiation

BTIG has a strong global presence with offices in the U.S., Europe, Asia, and Australia.
The firm offers a comprehensive range of services including trading, investment banking, and research.
BTIG's leadership team has been strengthened with recent strategic hires and promotions.

Upsides

BTIG is well-positioned to capitalize on the growing demand for personalized investment strategies.
The firm's expansion into energy and healthcare sectors enhances its investment banking capabilities.
BTIG's focus on ESG investing aligns with industry trends towards sustainable finance.

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