B. Riley Securities
Research Associate
Arlington, VA · Director
Sponsorship not specified$80k-$100kDetected 50 days ago
ExpressFinancial ModelingAccountingExcelValuationM&AResearchLeadershipCommunicationMentoringMicrosoft OfficeCFA
About the role
- Riley Securities has built its reputation as a premier small- and mid-cap research boutique widely recognized across the Street for its exceptional stock-picking performance, which is the backbone of our firm.
- High-Impact Experience from Day One - C-suite access: Participate in management meetings, analyst days, earnings calls, and B.
- Riley Securities provides services across investment banking, M&A advisory, and capital markets.
Responsibilities
- Develop differentiated investment theses with clear catalysts and risk/reward frameworks.
- Build and maintain complex financial models, including DCF, comparable analysis, and sector-specific frameworks.
- Construct accurate forecasts and sensitivity analyses to support investment recommendations.
- Support corporate access initiatives connecting investors with management teams.
- Build relationships with company management teams and investor relations professionals.
- Support corporate access initiatives connecting investors with company management teams.
- Develop inquiry skills to identify pertinent questions and debate points.
Requirements
- Advanced proficiency in Excel financial modeling and PowerPoint presentations.
- Excellent verbal and written communication skills with the ability to express ideas effectively and fluently to an institutional audience.
- If not currently licensed, required to obtain all necessary licenses within the first 6 months of employment.
- Riley Securities has established expertise:
- sponsorship of all required FINRA licenses.
- Education & Experience
- Must have a Bachelor's degree in finance, economics, accounting, healthcare, or related field. Undergrads not accepted
- Demonstrated passion for public markets through investment club participation, personal investing, and/or relevant coursework.
- One to four years of experience in equity research or general finance (preferred but not required).
- Technical Excellence
- Superior analytical skills with deep understanding of financial and accounting principles.
- Personal Attributes
- Intellectual curiosity and passion for uncovering investment opportunities.
- Ability to manage multiple projects while maintaining attention to detail.
- Comfortable with direct client interaction and public speaking.
Nice to have
- CFA designation or active candidacy (preferred).
- Experience with Bloomberg, Blue Matrix, and FactSet (preferred).
- SIE, Series 86 and Series 87 licenses preferred.
Compensation
- $80,000-$100,000, depending on experience
Benefits
- Research Associate - Equity Research
- With approximately 400 companies under coverage and a fundamentals-driven approach, our research platform has earned recognition for generating alpha-producing ideas that institutional investors trust.
- Join small mentor-led groups to compete in monthly stock pitch competitions.
- Winners earn bonus compensation; consistent excellence is required for promotion to senior associate and mentor roles.
- Associate interview: Current team of associates evaluates your stock pitch and cultural fit.
- Riley Securities provides comprehensive investment banking and capital markets services across all industry verticals, with our equity research platform serving as the intellectual foundation of the firm.
- Equity research platform: https://www.brileysecurities.com/equity-research
Company info
- access to training programs, industry seminars, and executive education.
- Application Process
- We are looking for exceptional talent to join our team.
- The interview process includes:
- We are seeking ambitious research associates that are ready to join our proven analyst development track and make an immediate impact at a leading middle-market investment bank.
- With a 25+ year track record of identifying winning stocks and developing top-tier analysts, we believe that we offer the most proven path from associate to analyst on the Street.
Equal opportunity
- B Riley Securities is an equal opportunity employer committed to diversity and inclusion.
- We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veterans status, Aboriginal/Native American status or any other legally-protected factors.
- Equal Opportunity Employment: B Riley Securities is an
- equal opportunity employer committed to diversity and inclusion.
Visa & Work Authorization
- License support: sponsorship of all required FINRA licenses.
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