Software Equity Research: Senior Analyst/Associate

BTIG; San Francisco (CA); On-site; USD 100,000 - 130,000; Full time

Job summary

BTIG seeks an Equity Research Analyst/Associate focused on the Software sector to support the Software research team. You will assist Senior Analysts with primary research, financial modeling, and industry trend analysis, delivering insights for client recommendations and coverage initiation.

The role emphasizes building financial models, staying ahead of news flow, and developing relationships with company management and institutional investors as you advance in the team.

Qualifications

• 2–4 years of experience in investment banking or equity research.
• 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 Software 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.

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

Skills

Financial Modeling

Industry Research

Data Analysis

Communication Skills

Attention to Detail

Deadline-Driven

Decision Making

Licensing (SIE/63/86/87)

Job description

BTIG seeks an Equity Research Analyst/Associate focused on the Software sector to support the Software research team. You will assist Senior Analysts with primary research, financial modeling, and industry trend analysis, delivering insights for client recommendations and coverage initiation.

The role emphasizes building financial models, staying ahead of news flow, and developing relationships with company management and institutional investors as you advance in the team.