BTIG: Investment Banking, Investment Banking Associate, Associate (M&A)

U.S. Bank • New York, NY

14h

About The Position

BTIG is seeking an experienced Associate or Vice President to support its Investment Banking team in the M&A and Strategic Advisory group in New York. The role involves all facets of BTIG’s investment banking activities, including equity and debt offerings in public and private markets, merger and acquisition advisory, and other investment banking advisory services. The successful candidate will support senior bankers and clients in day-to-day deal execution, take on a significant role in transactions, and provide professional guidance to junior team members.

BTIG offers an entrepreneurial platform focused on growth companies, combined with the analytical rigor and transaction experience of a bulge-bracket investment bank. BTIG is a global financial services firm specializing in institutional trading, investment banking, research, and related brokerage services, and is supported by U.S. Bancorp following its acquisition in 2026.

Requirements

• At least 5–7 years of investment banking experience.
• Strong interpersonal skills and the ability to communicate effectively in presentations and explain complex financial strategies in an organized, articulate manner.
• Strong work ethic, attention to detail, and a passion for excellence.
• Strong written and oral communication skills and the ability to convey ideas.
• Ability to manage multiple projects simultaneously.
• Highly organized, proactive, energetic, and decisive, with a high level of integrity.
• Ability to interact comfortably with business clients and management.
• Advanced Excel and PowerPoint skills and proficiency with relevant banking databases and applications, such as Bloomberg and CapIQ.
• Ability to use firm-sponsored AI tools.
• Ability to demonstrate leadership in team settings.
• FINRA Series 63 and Series 79 licenses.

Responsibilities

• Coordinate transaction processes, including capital raises and advisory transactions.
• Prepare offering memoranda, proposals, and other written materials for client meetings.
• Lead the preparation of company valuations, financial models, and industry-specific business development presentations.
• Conduct research and analyses in support of new business generation.
• Organize and participate in marketing and client meetings.
• Lead and participate in transaction drafting sessions.
• Conduct industry- and company-specific due diligence related to transactions.
• Interact with corporate clients, private equity firms, venture capital firms, and senior bankers.
• Assist in developing and continually cultivating client relationships.
• Identify new business opportunities and develop tailored recommendations for clients.
• Supervise and mentor junior bankers.

Benefits

• Healthcare coverage, including medical, dental, and vision.
• Basic term and optional term life insurance.
• Short-term and long-term disability insurance.
• Pregnancy disability and parental leave.
• 401(k) and employer-funded retirement plan.
• Paid vacation of two to five weeks, depending on salary grade and tenure.
• Up to 11 paid holidays.
• Adoption assistance.
• Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed