[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.ResponsibilitiesEnsure content of research reports is clear, fair, and not misleadingConfirm 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 conveyedValidate that financial figures and estimates are applicable to the report and are properly updated in certain areas of the templateScreen for compliance ‘watchlist’ companies that could be mentioned throughout each report, and route name matches or other concerns through to the compliance control roomCross-check compliance lists to ensure proper company and other disclosures are present in reports to adhere to regulatory requirementsDetermine that information presented is publicly available and appropriately attributed, particularly when commenting on actual or possible corporate activity that could involve conflicts of interestConduct editorial work to ensure the presentation of the content is fitted for institutional clients and reads well in EnglishFunction as a proficient user of BTIG’s research publishing system (BlueMatrix) to confirm research reports are properly scheduled and distributed to subscribersLiaise with research analysts over issues such as wording of content and regulatory concerns, numerical inconsistencies, as well as the logic and clarity of their argumentsApprove model disclosures, PowerPoint presentations, email blasts, and other one-off communications to ensure they adhere to BTIG compliance and style standardsSkillsBachelor's Degree required5+ years of experience as a Supervisory AnalystActive Series 16 License RequiredAbility to prioritize and juggle several projects while working under tight deadline pressureHighly organized approach to work with a meticulous attention to detail, especially during busy periodsStrong written communication skills to convey messages, suggestions, and concerns clearly and effectively to team membersPrior exposure to financial statement analysis, strong quantitative skills, and excellent grammatical skillsConservative mindset when reviewing materials from a compliance, regulatory, and reputational perspectiveExperience with the BlueMatrix publishing platform preferredCompany OverviewBTIG is a global financial services firm specializing in institutional trading, investment banking, research and related brokerage services. It is a sub-organization of VR Insurance Holdings. It was founded in 2002, and is headquartered in San Francisco, California, USA, with a workforce of 501-1000 employees. Its website is https://www.btig.com.