Research Associate, Financial Analyst, Financial Consultant

B. Riley Securities | Arlington, VA Position Overview

As a research associate, you will develop the analytical rigor and market instincts necessary to become a leading voice in equity research. Under direct supervision from senior analysts who have risen through the ranks at

B. Riley Securities, you will master fundamental analysis, financial modeling, and investment thesis development.

Base salary range: $80,000–$100,000, depending on experience

Location:

Arlington, VA

Learn more about our equity research platform:

• Identify actionable investment opportunities through fundamental research and channel checks.
• Develop differentiated investment theses with clear catalysts and risk/reward frameworks.
• Monitor coverage universe for inflection points and communicate timely calls to the team.
• Present stock ideas in monthly associate program competitions with conviction and supporting analysis.
• Conduct deep‑dive industry research and primary research initiatives.

• Build and maintain complex financial models, including DCF, comparable analysis, and sector‑specific frameworks.
• Demonstrate mastery of accounting fundamentals and financial statement analysis.
• Construct accurate forecasts and sensitivity analyses to support investment recommendations.
• Identify key debate points and valuation disconnects in the coverage universe.

• Draft institutional‑quality research reports requiring minimal editing before publication.
• Communicate actionable ideas on morning/midday calls when appropriate.
• Execute information requests from the sales force and institutional clients.
• Support corporate access initiatives connecting investors with management teams.
• Participate in earnings calls, investor meetings, and management presentations.
• Build relationships with company management teams and investor relations professionals.

• Obtain all FINRA licenses (SIE, Series 86/87) within the first 6 months.
• Master financial modeling and accounting fundamentals.
• Develop inquiry skills to identify pertinent questions and debate points.
• Demonstrate can do attitude and independent resourcefulness.

• Develop a thorough understanding of coverage names with proprietary insights.
• Proactively identify timely product ideas and facilitate coverage expansion.
• Competently respond to client requests independently when an analyst is unavailable.
• Successfully construct complex models with accurate forecasting.

• Manage several names under coverage with minimal supervision.
• Develop and maintain corporate relationships, securing valuable access.
• Generate actionable ideas for the investment banking team.
• Lead new coverage launches from initiation through publication.
• Earn respect of the sales and trading team through consistent value‑add.

• Must have a Bachelor’s degree in finance, economics, accounting, healthcare, or a related field. Undergraduates 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).
• CFA designation or active candidacy (preferred).

• Superior analytical skills with deep understanding of financial and accounting principles.
• Advanced proficiency in Excel financial modeling and PowerPoint presentations.
• Experience with Bloomberg, Blue Matrix, and Fact Set (preferred).
• Excellent verbal and written communication skills with the ability to express ideas effectively and fluently to an institutional audience.

• 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.
• Team player who thrives in a competitive team environment.

• SIE, Series 86 and Series 87 licenses preferred.
• If not currently licensed, required to obtain all necessary licenses within the first 6 months of…