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Equity Research Senior Associate, Software

  • Job type Posted on: Jul 17, 2026
  • Experience level BTIG
  • Employment type San Francisco, California
  • Remote status Salary: $130,000 per year
  • Employment type Onsite
  • Salary Full-time

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Job Title :

Equity Research Senior Associate, Software

Job Type :

Full-time

Job Location :

San Francisco California United States

Remote :

No

Jobcon Logo Job Description :

Equity Research Senior Associate, Software San Francisco, California, United States Job Purpose: BTIG seeks an Associate to support the Equity Research team in the Software space. This individual will be responsible for assisting Senior Analysts in covering Software focused companies. The main concentration of this role will be conducting primary research, including financial analysis, due diligence on industry trends, company management and strategies. The ideal candidate will be a self-starter, highly motivated and hard-working individual. Duties & 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 Requirements & Qualifications: 2-4 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 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 Compensation: BTIG offers a competitive compensation and benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs. The current estimated base salary range for this role is $100,000 - $130,000 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus. 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 700 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, equity derivatives, ETFs and fixed income, currency and commodities. The firm's core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity. Disclaimer:

Jobcon Logo Position Details

Posted:

Jul 17, 2026

Reference Number:

14660_CAE6EF1421CDB817B3614EAC1F8A740D

Employment:

Full-time

Salary:

Not Available

City:

San Francisco

Job Origin:

APPCAST_CPC

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Equity Research Senior Associate, Software San Francisco, California, United States Job Purpose: BTIG seeks an Associate to support the Equity Research team in the Software space. This individual will be responsible for assisting Senior Analysts in covering Software focused companies. The main concentration of this role will be conducting primary research, including financial analysis, due diligence on industry trends, company management and strategies. The ideal candidate will be a self-starter, highly motivated and hard-working individual. Duties & 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 Requirements & Qualifications: 2-4 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 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 Compensation: BTIG offers a competitive compensation and benefits package. Salary range is based on a variety of factors including, but not limited to, location, years of applicable experience, skills, qualifications, licensure and certifications, and other business and organization needs. The current estimated base salary range for this role is $100,000 - $130,000 per year. Please note that certain positions are eligible for additional forms of compensation such as discretionary bonus. 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 700 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, equity derivatives, ETFs and fixed income, currency and commodities. The firm's core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy, commission management and more. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status. BTIG is an equal opportunity employer Minorities/Females/People with Disabilities/Protected Veterans/Sexual Orientation/Gender Identity. Disclaimer:

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