Build the Future of
Capital Markets

About the Role

Join Burnham Park's growing equity capital markets practice and support the execution of IPOs, follow-on offerings, and ATM programs for growth-stage and emerging public companies. This is a high-visibility analyst role at a growing equity capital markets practice.

Key Responsibilities

• Assist in preparation of SEC registration statements and related documentation.
• Support roadshow logistics and investor targeting across institutional accounts.
• Maintain equity offering databases and precedent transaction analyses.
• Prepare market update materials and investor presentation content.
• Coordinate with legal, compliance, and trading desks throughout deal process.

Qualifications

• 0–2 years of financial services experience; internship experience in banking or ECM preferred.
• Strong Excel and PowerPoint skills.
• Series 79 and Series 63 required or willingness to obtain.
• BA/BS in Finance, Economics, or related field.

About the Role

Support senior bankers in executing M&A advisory mandates. This is a hands-on execution role with broad responsibility across financial modeling, client materials, and transaction management, with a strong path to VP.

Key Responsibilities

• Build and maintain detailed financial models including DCF, LBO, and merger analyses.
• Prepare pitch materials, CIMs, management presentations, and board decks.
• Coordinate due diligence processes across buyers, sellers, and advisors.
• Conduct sector research and comparable company / transaction analyses.
• Interface directly with clients under senior banker supervision.

Qualifications

• 2–4 years of investment banking or private equity experience.
• Strong financial modeling skills and attention to detail.
• Series 79 license or willingness to obtain within 6 months.
• BA/BS required; MBA a plus.

About the Role

We are seeking an exceptional Chief of Staff to serve as a strategic and operational partner to Burnham Park’s Chief Executive Officer. This is a high-impact, high-visibility role at the center of a rapidly scaling investment bank — requiring equal parts strategic thinking, operational execution, and cross-functional leadership. The ideal candidate brings experience in investment banking, management consulting, or capital markets strategy, combined with a tech-forward mindset and the executive presence to represent the CEO across internal and external engagements.

Key Responsibilities

• Serve as a strategic advisor and operational partner to the CEO, managing priorities, projects, and communications across the firm.
• Lead firm-wide strategic initiatives including business planning, performance tracking, and organizational development.
• Coordinate across business lines — equities, banking, research, technology, and people — to ensure alignment on firm priorities and execution milestones.
• Drive preparation for board meetings, investor presentations, and key stakeholder engagements.
• Own the firm’s internal reporting infrastructure, leveraging AI-driven analytics to synthesize performance data and surface operational insights in real time.
• Identify and implement process improvements, operational workflows, and technology integrations that increase organizational efficiency.
• Act as a trusted liaison between senior leadership and internal teams, ensuring decisions translate into action with clear accountability.
• Support M&A integration activities and strategic partnership initiatives across the firm.

Qualifications

• 5+ years of experience in investment banking, management consulting, private equity, or capital markets strategy.
• Exceptional analytical, communication, and project management skills.
• Demonstrated ability to operate at the intersection of strategy and execution in a fast-paced environment.
• Strong command of financial analysis, business modeling, and performance reporting.
• Tech-forward orientation with hands-on experience leveraging AI tools, workflow automation, and data analytics.
• High degree of discretion, judgment, and organizational awareness.
• Bachelor’s degree required; MBA from a top-tier program strongly preferred.

Preferred Attributes

• Prior experience in a Chief of Staff, Strategy, or COO-adjacent role at a financial institution.
• Familiarity with FINRA-regulated environments and investment bank operations.
• Experience managing cross-functional projects spanning technology, compliance, and business development.

About the Role

We are seeking a precise and decisive Derivatives Sales Trader to manage the execution of complex options and derivative strategies for Burnham Park's institutional clients. You will combine technological proficiency with deep market intuition to navigate fragmented liquidity pools, source block liquidity, and manage associated execution risks. The ideal candidate thrives in a fast-paced environment and possesses the mathematical agility required to price and execute multi-leg strategies flawlessly.

Key Responsibilities

• Execute listed and OTC equity derivative transactions on behalf of institutional clients.
• Source liquidity for block trades and complex, multi-leg options strategies while minimizing market impact.
• Provide continuous updates to clients regarding volatility trends, implied vs. realized volatility, and macro risk factors.
• Manage daily trade reconciliation, risk limits, and strict compliance parameters for the derivatives book.
• Work in tandem with the Derivatives Sales team to price bespoke structures and provide real-time market color.
• Utilize advanced options execution tools and risk management software to optimize trading workflows.
• Operate in full compliance with applicable regulations, internal policies, and supervisory procedures.

Qualifications

• Bachelor's degree in finance, economics, mathematics, or a related quantitative field.
• 3–5+ years of specific experience executing equity derivatives in an institutional setting.
• Mastery of options execution tools, routing protocols, and risk management software.
• Exceptional mathematical agility and decision-making speed under pressure.
• Strong attention to detail and a disciplined approach to trade reconciliation and risk management.
• High ethical standards, sound judgment, and commitment to regulatory compliance.
• FINRA Series 7, 57, and 63 licenses required; Series 4 preferred.

Preferred Attributes

• Established relationships with options market makers and liquidity providers.
• Experience in a boutique or entrepreneurial setting where cross-functional collaboration is essential.
• Comfort operating in a performance-driven environment with meaningful autonomy and accountability.

About the Role

We are seeking a highly specialized Derivatives Salesperson to drive the distribution of complex, cross-asset derivative products and strategies to our institutional client base. This professional will work closely with hedge funds, family offices, and asset managers to design customized hedging, yield-enhancement, and risk-arbitrage solutions. The ideal candidate possesses an advanced quantitative background, high energy, and a proven ability to originate and monetize derivative solutions in a dynamic market environment.

Key Responsibilities

• Originate and structure tailored equity derivative solutions (including listed options, OTC swaps, and structured products) for institutional clients.
• Educate clients on market volatility trends, risk-reversal strategies, and event-driven opportunities.
• Liaise closely with the derivatives trading desk to ensure competitive pricing, optimal structuring, and seamless execution.
• Expand Burnham Park's footprint in the derivatives space by prospecting and onboarding new institutional accounts.
• Partner with cash equity sales and research teams to deliver cross-product, thematic investment ideas.
• Maintain disciplined sales coverage, account planning, and pipeline management.
• Operate in full compliance with applicable regulations, internal policies, and supervisory procedures.

Qualifications

• Bachelor's degree in finance, mathematics, engineering, or a highly quantitative field.
• 5+ years of experience in institutional derivatives sales.
• Advanced quantitative understanding of options pricing, volatility surfaces, and the Greeks.
• Demonstrated track record of revenue generation and client acquisition in the derivatives or structured products space.
• Ability to communicate complex quantitative strategies clearly and persuasively to portfolio managers.
• High ethical standards, sound judgment, and commitment to regulatory compliance.
• FINRA Series 7 and 63 licenses required; Series 3 or 4 is highly advantageous.

Preferred Attributes

• Existing, transferable relationships with volatility-focused hedge funds and institutional accounts.
• Experience in a boutique or entrepreneurial setting requiring self-directed business development.
• Comfort operating in a performance-driven environment with meaningful autonomy and accountability.

About the Role

We are seeking an experienced Equity Sales Trader to act as the primary point of execution and market intelligence for our institutional clients. Operating at the intersection of relationships and technology, this professional will leverage our institutional-grade trading infrastructure to provide institutional liquidity, seamless execution, and real-time market color. The ideal candidate possesses deep market intuition, exceptional risk-management acumen, and a proven ability to navigate fragmented liquidity pools in a high-velocity environment.

Key Responsibilities

• Execute equity orders on behalf of institutional clients across multiple venues, ensuring best execution and minimal market impact.
• Provide real-time, proactive market color, sector trends, and actionable trading strategies to the buy-side.
• Manage client order flow from inception to settlement, proactively resolving any trade-related discrepancies or settlement issues.
• Collaborate closely with Equity Sales and Research teams to align execution strategies with the firm’s research-driven investment views.
• Capitalize on market microstructure knowledge to optimize the use of algorithmic trading suites and dark pools.
• Maintain disciplined account coverage and build deep, enduring relationships with buy-side execution desks.
• Operate in full compliance with applicable regulations, internal policies, and supervisory procedures.

Qualifications

• Bachelor's degree in finance, economics, mathematics, or a related field.
• 5+ years of experience as an agency or principal sales trader at a recognized broker-dealer.
• Proficiency with modern Order Management Systems (OMS) and Execution Management Systems (EMS).
• Strong understanding of equity market microstructure, routing strategies, and regulatory reporting requirements.
• Exceptional mathematical agility, decision-making speed, and attention to detail.
• High ethical standards, sound judgment, and commitment to regulatory compliance.
• FINRA Series 7, 57, and 63 licenses, or ability to obtain them promptly, as required.

Preferred Attributes

• Existing, transferable relationships with institutional execution desks relevant to the firm's focus.
• Experience in a boutique or entrepreneurial setting.
• Demonstrated history of disciplined risk management in volatile market conditions.

About the Role

Burnham Park is seeking a highly organized, proactive, and polished Executive Assistant to support senior leadership in a fast-paced, high-performance environment. This role is central to ensuring seamless day-to-day operations, managing communications, coordinating strategic initiatives, and helping leadership operate efficiently across internal and external engagements.

Key Responsibilities

• Manage complex calendars, scheduling, and travel coordination for senior executives.
• Coordinate internal and external meetings, investor calls, and executive events.
• Prepare presentations, meeting materials, reports, and correspondence.
• Serve as a key point of contact between leadership and clients, partners, and stakeholders.
• Track priorities, follow-ups, and action items across multiple projects and teams.
• Support office operations, vendor coordination, and administrative processes as needed.
• Maintain a high degree of professionalism, discretion, and confidentiality.

Qualifications

• 5+ years of experience supporting senior executives in finance, banking, consulting, or a high-growth corporate environment.
• Exceptional organizational, communication, and time management skills.
• Ability to manage multiple priorities with precision and attention to detail.
• Strong proficiency with Microsoft Office, Google Workspace, Slack, and calendar management tools.
• Comfort operating in a fast-moving, entrepreneurial environment.
• Professional presence with strong interpersonal and relationship management skills.

About the Role

We are seeking a senior Head of Canada to build and lead Burnham Park’s Canadian institutional franchise. This executive will establish the firm’s presence in Canada, deploying a proven cross-border institutional revenue model establishing the firm’s presence through institutional equity distribution, investment banking advisory, and cross-border capital markets activity — while identifying and overseeing regional expansion and acquisition opportunities. The ideal candidate is a deeply networked Canadian capital markets professional with a demonstrated history of generating institutional commission revenue and banking fees from both Canadian issuers and Canadian institutional investors.

Key Responsibilities

• Build Burnham Park’s Canadian institutional sales and investment banking presence, driving revenue growth across equity distribution, capital markets, and advisory services.
• Develop and manage relationships with leading Canadian institutional investors including pension funds, asset managers, and family offices.
• Source cross-border mandates for Canadian companies accessing U.S. capital markets and U.S. issuers seeking Canadian institutional distribution.
• Distribute U.S. equity research, ECM deal flow, and M&A advisory capabilities to Canadian institutional accounts.
• Partner with U.S. equities, investment banking, and ECM teams to create coordinated cross-border opportunities.
• Navigate Canadian regulatory requirements including CIRO registration and applicable provincial securities regulations.
• Identify, evaluate, and oversee regional expansion and acquisition opportunities, partnering with senior leadership on strategic growth initiatives in Canada and the broader region.
• Build local infrastructure including vendor relationships, office presence, and compliance frameworks required for Canadian operations.
• Represent Burnham Park at Canadian institutional conferences and capital markets events.

Qualifications

• 10+ years of institutional sales, investment banking, or capital markets experience with substantive Canadian market coverage.
• Proven track record of revenue generation in Canadian capital markets, with a demonstrable history of institutional commission revenue and banking fee production.
• Deep knowledge of Canadian equity markets, cross-border listing processes (TSX, TSX-V, NYSE/NASDAQ dual-listings), and the institutional investor landscape.
• Strong understanding of CIRO and provincial regulatory requirements for Canadian broker-dealer operations.
• Existing network of Canadian institutional investors, issuers, and capital markets relationships.
• Series 7 and 63 (U.S.) required; Canadian registration or willingness to obtain required.

Preferred Attributes

• Experience building a Canadian institutional franchise for a U.S. broker-dealer.
• Relationships with major Canadian pension plans (CPP Investments, OMERS, Caisse de dépôt) and leading Canadian asset managers.
• Experience with cross-border M&A advisory or ECM transactions involving Canadian and U.S. counterparties.
• Experience evaluating or executing acquisition or expansion strategies within the Canadian financial services market.

About the Role

We are seeking an innovative and highly connected Head of Corporate Access to build and lead the strategic framework connecting our corporate issuer clients with our expansive network of institutional investors. This leader will act as the master architect of high-value interactions, designing bespoke marketing models that provide enhanced visibility for management teams. The ideal candidate possesses a formidable industry network, exceptional logistical acumen, and the strategic vision to leverage data analytics for optimal investor targeting.

Key Responsibilities

• Design, organize, and flawlessly execute non-deal roadshows (NDRs), flagship industry conferences, bespoke bus tours, and virtual fireside chats.
• Leverage advanced data analytics and market intelligence tools to optimally match corporate management teams with the most relevant mutual funds, hedge funds, and family offices.
• Serve as a strategic advisor to C-suite executives on investor targeting, messaging, and capital markets positioning.
• Partner intimately with Research, Investment Banking, and Equities management to ensure corporate access efforts are effectively monetized.
• Build, manage, and mentor a high-performing Corporate Access team.
• Track, analyze, and report on the ROI of corporate access events to both internal stakeholders and corporate clients.
• Operate in full compliance with applicable regulations, internal policies, and supervisory procedures.

Qualifications

• Bachelor's degree in finance, communications, business, or a related field.
• 7+ years of dedicated experience in Corporate Access, Investor Relations, or Institutional Equity Sales at a recognized financial institution.
• Exceptional logistical, organizational, and project management skills with an eye for delivering high-end client experiences.
• Strong understanding of equity markets, buy-side mandates, and corporate lifecycles.
• Excellent verbal and written communication skills, with the executive presence to advise CEOs and CFOs.
• High ethical standards, sound judgment, and commitment to regulatory compliance.
• FINRA Series 7 and 63 licenses preferred but not strictly required.

Preferred Attributes

• A formidable, existing network of corporate management teams, buy-side portfolio managers, and institutional access coordinators.
• Experience in a boutique or entrepreneurial setting where cross-functional collaboration is essential.
• Comfort operating in a performance-driven environment with meaningful autonomy and accountability.

About the Role

Own Burnham Park's full technology roadmap and engineering team. This is a foundational leadership role at the intersection of capital markets and modern software engineering, responsible for building the data infrastructure, market intelligence systems, and analytics tools that power Burnham Park.

Key Responsibilities

• Define and execute the firm's multi-year technology strategy.
• Build and lead a team of engineers, data scientists, and product managers.
• Oversee development of proprietary analytics, market intelligence, and trading infrastructure.
• Manage vendor relationships across data, compliance, and cloud infrastructure.
• Partner with COO on technology integration across all business lines.

Qualifications

• 10+ years of software engineering experience, including 4+ years in a leadership role.
• Prior experience in financial services or capital markets technology strongly preferred.
• Expertise in cloud infrastructure (AWS/GCP), data engineering, and modern market and customer intelligence systems.
• Proven ability to scale engineering teams and manage complex technical programs.

About the Role

We are seeking a dynamic and visionary Head of People to build and lead Burnham Park’s human capital function from the ground up. This executive will architect the firm’s talent strategy — designing the systems, culture, and infrastructure that underpin a performance-driven, employee-first organization. The ideal candidate brings a rare combination of high-finance fluency and modern HR technology expertise: equally comfortable navigating FINRA U4/U5 processes and Wall Street compensation structures as they are deploying AI-driven talent acquisition, people analytics, and data-informed performance frameworks.

Key Responsibilities

• Design and lead the firm’s end-to-end people strategy including talent acquisition, onboarding, performance management, compensation design, and organizational development.
• Build and implement a modern, tech-enabled HR infrastructure using best-in-class HRIS, ATS, and people analytics platforms.
• Partner closely with the CEO and senior leadership to drive the firm’s best-place-to-work mandate — translating the employee-first philosophy into scalable, measurable programs.
• Develop and oversee Burnham Park’s Wall Street-caliber compensation and incentive framework, including base, variable, and equity-linked structures for registered and non-registered personnel.
• Manage FINRA U4/U5 registration and regulatory disclosure processes for all registered personnel in coordination with compliance and the OSJ supervisor.
• Build a high-performance recruiting engine capable of sourcing top-tier talent across equities, investment banking, research, technology, and operations.
• Design performance management frameworks that reinforce meritocratic advancement and potential pathways to partnership for high performers.
• Lead diversity, equity, and inclusion initiatives that support a genuinely inclusive, high-performance culture.
• Partner with technology leadership to leverage AI-driven tools for talent sourcing, engagement analytics, and organizational health monitoring.

Qualifications

• 10+ years of progressive HR leadership experience, with at least 3 years in a senior people leadership role at a financial services firm.
• Deep understanding of FINRA-regulated environments including U4/U5 processes, background investigation requirements, and regulatory disclosure management.
• Demonstrated experience designing and implementing compensation structures for Wall Street professionals.
• Strong command of modern HR technology platforms (Workday, Greenhouse, Lattice, or equivalent) and data-driven people analytics.
• Proven ability to attract, develop, and retain senior talent in competitive financial services markets.
• Experience building culture and people infrastructure in high-growth, entrepreneurial environments.
• Bachelor’s degree required; advanced degree in organizational psychology, business, or human resources a strong advantage.

Preferred Attributes

• Prior experience as CHRO or Head of People at a broker-dealer, investment bank, or capital markets firm.
• Track record of building high-performance cultures in performance-driven financial services environments.
• Familiarity with AI applications in talent acquisition, workforce planning, and employee engagement.

About the Role

We are seeking a seasoned Head of SPACs to lead Burnham Park’s Special Purpose Acquisition Company practice. This executive will drive SPAC origination, structuring, and advisory services — from initial sponsor formation through de-SPAC merger execution and post-combination capital markets support. The ideal candidate combines deep technical expertise in SPAC mechanics with an extensive sponsor network and a proven track record of closed transactions across the full SPAC lifecycle.

Key Responsibilities

• Lead Burnham Park’s SPAC advisory practice covering IPO formation, target identification, merger negotiations, and post-combination support.
• Originate and manage SPAC sponsor relationships, serving as the firm’s primary point of contact for institutional and entrepreneurial sponsors.
• Advise sponsors on structure, terms, trust sizing, and sector focus to optimize deal competitiveness in current market conditions.
• Lead de-SPAC merger advisory engagements including target sourcing, valuation, negotiation strategy, and SEC filing coordination.
• Partner with equity capital markets, trading, and investor relations teams to support PIPE placements, extension votes, and redemption management.
• Monitor SEC regulatory developments and evolving market dynamics affecting SPAC structures and investor sentiment.
• Build and maintain relationships with institutional PIPE investors, hedge funds, and family offices active in the SPAC market.
• Represent Burnham Park’s SPAC capabilities at industry conferences and investor forums.
• Operate in full compliance with applicable SEC regulations, FINRA rules, and internal supervisory procedures.

Qualifications

• 8+ years of investment banking experience with a dedicated focus on SPAC transactions.
• Proven track record of closed SPAC IPOs, de-SPAC mergers, and PIPE placements.
• Deep knowledge of SPAC mechanics, SEC filing requirements (S-1, Super 8-K, proxy statements), and PIPE structuring.
• Familiarity with evolving SEC guidance on SPAC disclosures and fiduciary obligations.
• Existing relationships with SPAC sponsors, institutional PIPE investors, and M&A counsel.
• FINRA Series 79 and 63 licenses required.

Preferred Attributes

• Experience advising on both sponsor-side and target-company-side de-SPAC transactions.
• Sector expertise relevant to the firm’s IB coverage universe (technology, healthcare, or industrials).
• Established network among institutional investors active in SPAC arbitrage and PIPE strategies.

About the Role

We are seeking a seasoned Head of U.S. Equities to own and scale Burnham Park’s institutional equities franchise. This executive will carry full P&L responsibility across institutional equity sales, trading, and research distribution — building a high-performance team with deep buy-side relationships and a differentiated, research-driven coverage model. The ideal candidate is a proven equities leader who combines strategic vision with hands-on execution and brings an established institutional network to accelerate franchise growth.

Key Responsibilities

• Own full P&L for the U.S. equities business across institutional sales, trading, and research distribution.
• Define and execute the equities growth strategy including sector prioritization, client targeting, and headcount planning.
• Build, mentor, and lead a high-performance team of sales professionals, traders, and research analysts.
• Develop and deepen relationships with top-tier buy-side accounts including mutual funds, hedge funds, and pension funds.
• Partner with Investment Banking to drive ECM origination, syndicate participation, and coordinated corporate access.
• Establish best execution standards, compliance frameworks, and supervisory procedures for the equities desk.
• Collaborate with technology leadership to deploy advanced analytics and institutional trading infrastructure.
• Represent the equities franchise to senior management and external partners.
• Operate in full compliance with applicable regulations, internal policies, and FINRA supervisory procedures.

Qualifications

• 15+ years of progressive experience in institutional equities, with 5+ years in a senior leadership capacity.
• Proven track record of building and monetizing institutional equity franchises.
• Deep knowledge of U.S. equity markets, market structure, and buy-side trading dynamics.
• Demonstrated ability to attract, develop, and retain top-tier equities talent.
• Strong understanding of regulatory requirements governing institutional trading and research.
• FINRA Series 7, 24, and 63 licenses required.

Preferred Attributes

• Existing institutional buy-side relationships relevant to the firm’s sector and coverage focus.
• Experience integrating technology and data analytics into equities workflows.
• Track record of cross-functional collaboration with investment banking and research leadership.

About the Role

We are seeking a senior Head of International Sales to build and lead Burnham Park’s institutional distribution across European, Middle Eastern, and Asian markets. This executive will establish the firm’s international presence, cultivating relationships with sovereign wealth funds, pension funds, asset managers, and hedge funds outside the United States. The ideal candidate is a globally networked sales leader with deep cross-border market expertise and a demonstrated history of building international institutional franchises from the ground up.

Key Responsibilities

• Define and execute Burnham Park’s international sales strategy across priority markets in Europe, the Middle East, and Asia-Pacific.
• Build and manage a team of international sales professionals, establishing coverage frameworks and account management protocols.
• Develop and deepen relationships with institutional investors including sovereign wealth funds, pension funds, insurance companies, and family offices outside the U.S.
• Distribute U.S. equity research, investment banking deal flow, and capital markets transactions to international institutional accounts.
• Partner with U.S. equities, investment banking, and corporate access teams to create coordinated cross-border distribution opportunities.
• Navigate regulatory requirements across key jurisdictions including FCA/MiFID II in Europe and applicable Asian market regulations.
• Build market intelligence infrastructure to track international investor flows, positioning, and demand trends.
• Represent Burnham Park at international investor conferences and industry forums.
• Operate in full compliance with applicable U.S. and international regulatory requirements.

Qualifications

• 12+ years of institutional sales experience with substantive international market coverage.
• Demonstrated track record of building and monetizing international institutional client relationships.
• Deep understanding of cross-border investment flows, currency dynamics, and international market structure.
• Experience navigating FCA, MiFID II, or equivalent regulatory frameworks in target markets.
• FINRA Series 7 and 63 required; relevant international licenses a strong advantage.
• Strong communication skills and cultural fluency across target geographies.

Preferred Attributes

• Existing network of European and/or Asian institutional investors relevant to the firm’s research and transaction coverage.
• Experience at a U.S. broker-dealer building cross-border distribution from the ground up.
• Language skills relevant to priority markets (German, French, Mandarin, or Japanese).

About the Role

We are seeking an experienced Institutional Equity Salesperson to help expand our institutional client franchise. This professional will serve as a trusted point of contact for asset managers, hedge funds, family offices, pension funds, and other institutional investors by delivering differentiated investment ideas, distributing proprietary research, supporting equity capital markets activity, and driving revenue through strong client relationships. The ideal candidate combines excellent market judgment, high energy, strong communication skills, and a proven ability to monetize investor relationships in a fast-paced, entrepreneurial environment.

Key Responsibilities

• Develop and manage relationships with institutional investors across target accounts and regions.
• Market the firm's equity research, investment ideas, corporate access opportunities, and capital markets transactions to clients.
• Partner closely with research, trading, investment banking, and syndicate teams to deliver coordinated client coverage.
• Identify client investment preferences, portfolio themes, liquidity needs, and sector interests to tailor outreach effectively.
• Generate commission and trading revenue by increasing wallet share within existing accounts and opening new institutional relationships.
• Coordinate investor meetings, non-deal roadshows, conference calls, earnings follow-ups, and management access events.
• Provide timely market color, stock-specific insights, and actionable feedback from investors to internal stakeholders.
• Support execution of follow-on offerings, block trades, IPO-related marketing, and other equity capital markets activities where relevant.
• Maintain disciplined sales coverage, call activity, account planning, and pipeline management.
• Operate in full compliance with applicable regulations, internal policies, and supervisory procedures.

Qualifications

• Bachelor's degree in finance, economics, business, or a related field.
• 5+ years of institutional equity sales, equity capital markets, sales and trading, or related sell-side experience.
• Demonstrated track record of developing and monetizing institutional investor relationships.
• Strong understanding of equity markets, market structure, portfolio management styles, and institutional trading workflows.
• Ability to communicate investment ideas clearly and persuasively to sophisticated professional investors.
• Experience working collaboratively with research analysts, sales traders, bankers, and corporate access teams.
• Strong organizational skills, attention to detail, and ability to manage multiple priorities under tight deadlines.
• High ethical standards, sound judgment, and commitment to regulatory compliance.
• FINRA Series 7 and 63 licenses, or ability to obtain them promptly, as required.

Preferred Attributes

• Existing relationships with institutional accounts relevant to the firm's sector and market-cap focus.
• Experience in a boutique or entrepreneurial setting where cross-functional collaboration is essential.
• Sector expertise aligned with the firm's research franchise.
• Comfort operating in a performance-driven environment with meaningful autonomy and accountability.

About the Role

Burnham Park is seeking a strategic, highly operational Investment Banker to advise dynamic companies across sectors on transformational corporate finance transactions. Moving beyond the single-transaction model, this professional will partner intimately with founders, family enterprises, and corporate boards to raise capital, advise on M&A, and navigate the journey from private growth to public listing. The ideal candidate combines exceptional financial modeling skills with a relationship-driven mindset and a proven track record of deal execution.

Key Responsibilities

• Originate, structure, and execute M&A advisory, Initial Public Offerings (IPOs), follow-on offerings, SPAC transactions, and private capital raises.
• Lead the preparation of comprehensive pitch books, confidential information memoranda (CIMs), financial models, and board presentations.
• Manage the end-to-end due diligence process, coordinating effectively with legal, accounting, and operational advisors.
• Cultivate and maintain deep relationships with C-suite executives, private equity sponsors, and family office principals.
• Mentor, train, and develop junior banking staff (Analysts and Associates) within a culture of rigorous financial analysis and excellence.
• Operate in full compliance with applicable regulations, internal policies, and supervisory procedures.

Qualifications

• Bachelor's degree in finance, economics, or accounting; MBA from a top-tier program is highly preferred.
• 6+ years of progressive investment banking experience, with a proven history of deal execution.
• Exceptional corporate finance, accounting, and valuation skills (LBO, DCF, comparable company analysis).
• A relationship-driven mindset with the ability to interface confidently with C-suite executives and boards of directors.
• Strong project management skills, with the ability to lead multiple transactions simultaneously.
• High ethical standards, sound judgment, and commitment to regulatory compliance.
• FINRA Series 79 and 63 licenses, or ability to obtain them promptly, as required.

Preferred Attributes

• A robust, closed-deal sheet demonstrating execution capabilities across sectors.
• Sector expertise aligned with Burnham Park's broader coverage focus.
• Experience in a boutique or entrepreneurial setting where cross-functional collaboration is essential.

About the Role

We are seeking a highly disciplined Sell-Side Equity Trader to focus on execution and market-making functions within Burnham Park's global trading group. This professional will deploy firm capital strategically to facilitate client flow, utilize advanced algorithmic trading tools to optimize execution quality, and generate firm revenue. The ideal candidate possesses a deep understanding of market microstructure, exceptional risk management skills, and the ability to thrive in a high-stakes trading environment.

Key Responsibilities

• Commit firm capital to facilitate institutional client block trades while strictly adhering to internal risk limits and capital constraints.
• Monitor market microstructure and adjust algorithmic execution strategies in real-time to minimize slippage and optimize client outcomes.
• Identify and capture short-term opportunities within sector coverage to generate principal trading revenue.
• Maintain continuous dialogue with Sales Traders regarding market liquidity, short-interest, and block positioning.
• Conduct daily risk assessments, P&L reconciliation, and position management for the trading book.
• Operate in full compliance with applicable regulations, internal policies, and supervisory procedures, including Reg NMS and best execution practices.

Qualifications

• Bachelor's degree in finance, economics, mathematics, or a related field.
• 5+ years of experience in equity market making, proprietary trading, or client facilitation trading.
• Deep understanding of algorithmic trading suites, dark pools, and equity market microstructure.
• Demonstrated history of disciplined risk management and capital preservation in volatile markets.
• Strong analytical skills and the ability to rapidly process complex quantitative information.
• High ethical standards, sound judgment, and commitment to regulatory compliance.
• FINRA Series 7, 57, and 63 licenses, or ability to obtain them promptly, as required.

Preferred Attributes

• Experience managing a specialized sector book and providing deep liquidity in specific verticals.
• Comfort operating in a performance-driven environment with meaningful autonomy and accountability.
• Strong technological proficiency, with an interest in leveraging AI or advanced data analytics for trading workflows.

About the Role

We are seeking a rigorous, forward-thinking Sell-Side Research Analyst to initiate and maintain coverage on a dedicated sector within the global market. You will utilize advanced data analytics, proprietary market intelligence, and deep fundamental analysis to identify opportunities through independent research, delivering actionable insights to our institutional client base. The ideal candidate combines exceptional financial modeling skills with the ability to cultivate deep relationships with C-suite executives and communicate analysis to sophisticated investors.

Key Responsibilities

• Initiate and maintain active coverage on a dedicated portfolio of 15–25 publicly traded companies within a targeted sector.
• Develop, maintain, and update complex financial models, earnings projections, and valuation analyses.
• Publish comprehensive initiation reports, timely thematic industry notes, and actionable earnings updates.
• Cultivate deep, long-term relationships with the management and investor relations teams of covered companies.
• Actively market research findings and thematic insights directly to institutional investors and internal sales/trading desks.
• Collaborate with Investment Banking and Corporate Access teams to identify capital markets trends and host bespoke investor events.
• Operate in full compliance with applicable regulations, internal policies, and supervisory procedures.

Qualifications

• Bachelor's degree in finance, economics, accounting, or a related field; MBA or CFA designation is highly preferred.
• 5+ years of equity research experience (sell-side or buy-side) or deep, specialized corporate experience within the target industry.
• Exceptional financial modeling, accounting, and valuation skills.
• Superb written and verbal communication abilities, with a proven track record of publishing high-quality research.
• Strong organizational skills, attention to detail, and ability to manage multiple priorities under tight deadlines.
• High ethical standards, sound judgment, and commitment to regulatory compliance.
• FINRA Series 86 and 87 licenses, or ability to obtain them promptly, as required.

Preferred Attributes

• Established industry recognition and a following among institutional buy-side accounts.
• Experience integrating alternative data sets or AI-driven analytics into fundamental research.
• Comfort operating in a performance-driven environment with meaningful autonomy and accountability.

About the Role

Design and build the data pipelines and analytics infrastructure that power Burnham Park's market intelligence operations. You will work at the intersection of financial data and modern data engineering, building systems used daily by traders, analysts, and bankers.

Key Responsibilities

• Build and maintain scalable data pipelines ingesting market, research, and client data.
• Design data models and warehousing architecture for analytics use cases.
• Develop APIs and data products consumed by internal teams and client-facing tools.
• Integrate third-party data vendors (Bloomberg, Refinitiv, FactSet, etc.).
• Champion data quality, observability, and governance standards.

Qualifications

• 4+ years of data engineering experience.
• Proficiency in Python, SQL, and cloud data infrastructure (Snowflake, BigQuery, or Redshift).
• Experience with financial market data a strong plus.
• Familiarity with dbt, Airflow, or similar orchestration tools.

About the Role

Lead Burnham Park's derivatives trading capabilities, focusing on equity derivatives, options strategies, and event-driven/risk arbitrage. This role is central to our institutional trading build-out and offers significant ownership over a high-growth vertical.

Key Responsibilities

• Execute derivatives and options strategies across equity and index products.
• Develop and manage risk arbitrage and event-driven trading positions.
• Build relationships with options-focused hedge fund and institutional accounts.
• Partner with compliance and risk management on position limits and controls.
• Contribute to the build-out of Burnham Park's derivatives infrastructure and product offering.

Qualifications

• 6+ years of equity derivatives trading experience at a broker-dealer or hedge fund.
• Deep knowledge of options pricing, volatility surfaces, and risk management.
• Series 7, Series 63, and Series 4 licenses required.

About the Role

Lead execution of M&A advisory, equity capital markets transactions, and strategic advisory engagements for clients across high-growth sectors including technology, healthcare, and industrials. This is a senior role with direct client ownership and significant firm-building responsibility.

Key Responsibilities

• Lead M&A, IPO, and capital raising transactions from origination through close.
• Manage client relationships at the C-suite and board level.
• Mentor and develop a team of associates and analysts.
• Partner with research and trading to deliver integrated capital markets solutions.
• Contribute to deal sourcing and firm-wide business development.

Qualifications

• 7+ years of investment banking experience, including VP-level execution.
• Deep expertise in at least one coverage vertical (Tech, Healthcare, Industrials, or Consumer).
• Proven track record of closed transactions across M&A and/or ECM.
• Series 79 and Series 63 licenses required.
• MBA from a top-tier program preferred.