Managing Director

Managing Director – Financials Equity Research

Based in New York City, Boca Raton, Dallas, or remote

A leading independent investment banking platform is seeking a senior Financials Equity Research professional at the Managing Director level to join its growing franchise. This is a rare opportunity to take a highly visible leadership role within a firm that values differentiated research, deep client relationships, and long-term platform building. The role offers the autonomy to shape coverage across the Financials sector while collaborating closely with sales, trading, and investment banking to maximize market impact.

This position is ideal for an experienced analyst looking to lead a franchise, expand institutional relationships, and contribute to the strategic growth of a respected research platform. Compensation is highly competitive and closely aligned with performance, client engagement, and franchise expansion.

• Extensive experience in Financials Equity Research, with the ability to cover the sector broadly and focus on areas such as banks, insurance, asset managers, REITs, etc.
• Established institutional client following and a track record of producing actionable, differentiated research
• Deep knowledge of financial institutions, industry dynamics, and regulatory frameworks
• Strong leadership and mentorship experience with the ability to grow and develop a research team

If interested, please apply directly or reach out to discuss further: d.