Investment Banking, Associate, Private Capital Advisory

BTIG•New York, NY

7d•$170,000 - $190,000•Onsite

About The Position

BTIG is seeking an Investment Banking Associate to join its Private Capital Advisory team in our New York office. This role is suited for a highly analytical, execution-oriented professional with strong accounting fundamentals, advanced financial modeling capabilities, and transaction experience across private growth capital and M&A advisory. The Associate will play a central role in day-to-day deal execution, development of board-level materials, and coordination across internal and external stakeholders to drive successful outcomes for clients. BTIG offers a unique environment which combines a highly entrepreneurial platform focused on growth companies with the analytical rigor and transaction experience of “bulge bracket” investment banks.

Requirements

Must have 3+ years of Investment Banking or Equity Research experience
An undergraduate degree in finance or economics
Excellent verbal and written communication skills
Ability to effectively manage multiple simultaneous project deadlines
Proficiency in Excel and PowerPoint
Familiarity with Capital IQ, Pitchbook, and Bloomberg
Ability to work well in teams
Excellent analytical, modeling, and interpersonal skills
Solid work ethic and superior attention to detail

Nice To Haves

CFA is highly preferred

Responsibilities

Support transaction execution across private capital and M&A advisory mandates, including process management, diligence coordination, and client deliverables.
Build, maintain, and audit financial models, including operating models, valuation analyses (DCF, public comps, precedent transactions), and transaction/returns scenarios as applicable.
Apply strong accounting and financial statement analysis to diligence and valuation workstreams (e.g., assessing earnings quality considerations, working capital dynamics, and key financial adjustments).
Develop board-level and executive-level discussion materials, including strategic alternatives presentations, transaction updates, valuation support, and key decision frameworks.
Prepare and refine marketing and transaction materials (e.g., teasers, CIMs, management presentations, investor outreach materials) with a high standard of accuracy and polish.
Manage multiple priorities and timelines simultaneously, partnering closely with senior bankers while coordinating effectively with analysts and other junior team members.
Interface with clients and third parties (legal, accounting, consultants) to support information flow, diligence requests, and overall transaction momentum.