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Equity Research Associate, Software

BTIG

$90,000 - $130,000
Dec 29, 2025
San Francisco, CA, US
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BTIG seeks an Associate to support the Equity Research team in the Software Software space. This individual will be responsible for assisting Senior Analysts in covering Software focused companies.

Requirements

  • 1-4 years of experience in investment banking or equity research preferred
  • Ability to create and maintain financial models and forecasts
  • Demonstrated interest in the Software sector
  • 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

Other

  • The ideal candidate will be a self-starter, highly motivated and hard-working individual.
  • Strong work ethic, resourcefulness, and the ability to think critically and creatively
  • Excellent written and verbal communication skills
  • Ability to thrive in a fast-paced, deadline-driven environment
  • Solid work ethic and superior attention to detail
  • 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